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 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-14.4K- 76.95% |
$1.03M - $1.37M
|
4.3K
$428K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-14.8K- 3.7% |
$1.06M - $1.41M
|
385K
$38.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.9K- 99.68% |
$1.07M - $1.42M
|
48
$4.77K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15K- 13.88% |
$1.08M - $1.43M
|
93K
$9.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.5K- 11.72% |
$1.11M - $1.48M
|
117K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-17.1K- 8.76% |
$1.23M - $1.63M
|
178K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-17.3K- 6.0% |
$1.24M - $1.65M
|
271K
$26.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-19.6K- 84.82% |
$1.41M - $1.87M
|
3.51K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21.1K- 33.95% |
$1.51M - $2.01M
|
41K
$4.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-21.2K- 26.12% |
$1.53M - $2.02M
|
60.1K
$5.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-21.3K- 83.97% |
$1.53M - $2.03M
|
4.06K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-21.5K- 37.13% |
$1.55M - $2.05M
|
36.4K
$3.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-21.7K- 15.7% |
$1.56M - $2.07M
|
116K
$11.6M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.8K- 12.98% |
$1.56M - $2.08M
|
146K
$14.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-22.5K- 28.96% |
$1.62M - $2.15M
|
55.3K
$5.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-22.8K- 18.07% |
$1.64M - $2.17M
|
103K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-23.3K- 80.33% |
$1.67M - $2.22M
|
5.71K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-23.3K- 9.02% |
$1.67M - $2.22M
|
235K
$23.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23.8K- 6.45% |
$1.71M - $2.27M
|
346K
$34.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-23.9K- 26.06% |
$1.72M - $2.28M
|
67.9K
$6.74M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-24.2K- 26.09% |
$1.74M - $2.31M
|
68.6K
$6.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-24.4K- 5.32% |
$1.75M - $2.33M
|
434K
$43.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-25K- 46.2% |
$1.8M - $2.39M
|
29.1K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-25.8K- 81.45% |
$1.85M - $2.46M
|
5.88K
$584K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-25.8K- 30.33% |
$1.86M - $2.46M
|
59.3K
$5.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-27.1K- 2.32% |
$1.94M - $2.58M
|
1.14M
$113M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-30.4K- 19.04% |
$2.18M - $2.9M
|
129K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-31K- 15.79% |
$2.22M - $2.95M
|
165K
$16.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31K- 5.22% |
$2.23M - $2.96M
|
563K
$55.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-31.2K- 3.55% |
$2.24M - $2.97M
|
848K
$84.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.2K- 12.09% |
$2.32M - $3.07M
|
235K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.7K- 10.28% |
$2.42M - $3.22M
|
294K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36K- 38.74% |
$2.59M - $3.44M
|
57K
$5.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-36.5K- 12.94% |
$2.62M - $3.48M
|
246K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-39.9K- 10.55% |
$2.87M - $3.81M
|
338K
$33.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-41.3K- 3.61% |
$2.96M - $3.93M
|
1.1M
$110M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.5K- 30.66% |
$3.41M - $4.53M
|
108K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-48.8K- 15.58% |
$3.5M - $4.65M
|
264K
$26.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-50.7K- 57.45% |
$3.65M - $4.84M
|
37.6K
$3.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.5K- 7.49% |
$3.84M - $5.1M
|
660K
$65.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-55.6K- 65.09% |
$3.99M - $5.3M
|
29.8K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-57.5K- 54.86% |
$4.13M - $5.48M
|
47.3K
$4.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-60.4K- 26.49% |
$4.34M - $5.76M
|
168K
$16.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-61.6K- 94.24% |
$4.42M - $5.87M
|
3.76K
$373K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-63.6K- 18.93% |
$4.57M - $6.07M
|
273K
$27.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.4K- 25.49% |
$5.13M - $6.8M
|
209K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.3K- 3.57% |
$5.48M - $7.27M
|
2.06M
$205M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-78.4K- 35.54% |
$5.63M - $7.47M
|
142K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-85.7K- 26.88% |
$6.16M - $8.17M
|
233K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-85.9K- 31.9% |
$6.17M - $8.19M
|
184K
$18.2M
|