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 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-101K- 50.26% |
$7.28M - $9.66M
|
100K
$9.97M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-104K- 31.6% |
$7.5M - $9.96M
|
226K
$22.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-115K- 47.19% |
$8.29M - $11M
|
129K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-132K- 7.39% |
$9.48M - $12.6M
|
1.65M
$164M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-152K- 3.21% |
$10.9M - $14.5M
|
4.59M
$456M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-170K- 26.32% |
$12.2M - $16.2M
|
475K
$47.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-235K- 12.37% |
$16.9M - $22.4M
|
1.66M
$165M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-239K- 40.02% |
$17.2M - $22.8M
|
359K
$35.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-241K- 28.93% |
$17.3M - $23M
|
593K
$58.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-255K- 70.93% |
$18.3M - $24.3M
|
105K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-318K- 93.91% |
$22.8M - $30.3M
|
20.6K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-321K- 68.46% |
$23M - $30.6M
|
148K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-349K- 48.19% |
$25M - $33.2M
|
375K
$37.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-356K- 34.63% |
$25.5M - $33.9M
|
671K
$66.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-410K- 14.36% |
$29.5M - $39.1M
|
2.44M
$243M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-413K- 77.87% |
$29.7M - $39.4M
|
117K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-422K- 8.81% |
$30.3M - $40.2M
|
4.37M
$434M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-459K- 2.33% |
$33M - $43.8M
|
19.2M
$1.91B
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-470K- 67.4% |
$33.8M - $44.8M
|
227K
$22.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-661K- 17.59% |
$47.5M - $63M
|
3.1M
$308M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12M- 71.86% |
$152M - $202M
|
829K
$82.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.92M- 93.22% |
$282M - $374M
|
285K
$28.3M
|