Purchases and Sales Made in Q2 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.54K- 4.37% |
$183K - $242K
|
55.6K
$5.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.66K- 14.6% |
$191K - $253K
|
15.6K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.74K- 3.5% |
$197K - $261K
|
75.5K
$7.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.79K- 92.38% |
$200K - $266K
|
230
$22.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.84K- 0.88% |
$204K - $271K
|
320K
$31.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.88K- 10.39% |
$207K - $275K
|
24.8K
$2.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.92K- 16.45% |
$210K - $279K
|
14.9K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3K- 22.77% |
$215K - $286K
|
10.2K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.06K- 1.11% |
$220K - $291K
|
273K
$27.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.08K- 5.92% |
$221K - $294K
|
49K
$4.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.08K- 13.53% |
$221K - $294K
|
19.7K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-3.12K- 2.69% |
$224K - $297K
|
113K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.13K- 4.25% |
$225K - $298K
|
70.6K
$7.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.17K- 25.35% |
$228K - $302K
|
9.34K
$927K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.22K- 16.78% |
$232K - $307K
|
16K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.39K- 15.8% |
$243K - $323K
|
18K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.44K- 10.6% |
$247K - $328K
|
29K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.47K- 61.29% |
$249K - $330K
|
2.19K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.47K- 26.02% |
$249K - $331K
|
9.87K
$981K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.56K- 6.35% |
$255K - $339K
|
52.5K
$5.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-3.6K- 2.92% |
$259K - $343K
|
120K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.68K- 26.96% |
$264K - $351K
|
9.98K
$991K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.87K- 0.95% |
$278K - $369K
|
403K
$40.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.88K- 79.24% |
$279K - $370K
|
1.02K
$101K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.12K- 24.09% |
$296K - $392K
|
13K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.24K- 7.35% |
$304K - $404K
|
53.4K
$5.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.45K- 7.53% |
$320K - $424K
|
54.7K
$5.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.58K- 3.43% |
$329K - $437K
|
129K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.61K- 0.55% |
$331K - $440K
|
829K
$82.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.68K- 21.56% |
$336K - $446K
|
17K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.02K- 35.89% |
$360K - $478K
|
8.96K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.19K- 1.89% |
$373K - $494K
|
270K
$26.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.2K- 2.07% |
$374K - $496K
|
247K
$24.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-5.23K- 17.64% |
$376K - $498K
|
24.4K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-5.28K- 46.91% |
$380K - $504K
|
5.98K
$594K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.43K- 39.17% |
$390K - $517K
|
8.43K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.44K- 7.19% |
$391K - $519K
|
70.3K
$6.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-5.56K- 3.41% |
$400K - $530K
|
158K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-5.57K- 5.14% |
$400K - $531K
|
103K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.77K- 50.71% |
$415K - $550K
|
5.61K
$557K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.99K- 19.75% |
$430K - $571K
|
24.3K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.22K- 5.1% |
$447K - $593K
|
116K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.32K- 0.53% |
$454K - $602K
|
1.2M
$119M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-6.38K- 22.98% |
$459K - $609K
|
21.4K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.41K- 25.06% |
$461K - $611K
|
19.2K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-6.48K- 3.28% |
$465K - $617K
|
191K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-6.59K- 7.87% |
$474K - $629K
|
77.2K
$7.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.81K- 22.21% |
$489K - $649K
|
23.9K
$2.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.84K- 10.01% |
$491K - $652K
|
61.5K
$6.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.11K- 30.03% |
$510K - $677K
|
16.6K
$1.64M
|