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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-73.7K- 26.61% |
$5.29M - $7.03M
|
203K
$20.2M
|
|
|
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
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-106K- 13.99% |
$7.58M - $10.1M
|
649K
$64.4M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-134K- 12.52% |
$9.65M - $12.8M
|
939K
$93.2M
|
|
|
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
|