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 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
52K+ 1697.16% |
$3.73M - $4.95M
|
55K
$5.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
50.7K+ 121.68% |
$3.65M - $4.84M
|
92.4K
$9.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
50.7K+ 343.07% |
$3.64M - $4.84M
|
65.5K
$6.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
50.2KNew |
$3.6M - $4.78M
|
50.2K
$4.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48.8K+ 5.36% |
$3.51M - $4.65M
|
960K
$95.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 5.1% |
$3.45M - $4.58M
|
990K
$98.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
47.5K+ 94.95% |
$3.41M - $4.53M
|
97.5K
$9.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.5K+ 9.9% |
$3.2M - $4.24M
|
494K
$49.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
43.3K+ 2.41% |
$3.11M - $4.13M
|
1.84M
$182M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42.8K+ 57.84% |
$3.07M - $4.08M
|
117K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
40.8K+ 53.78% |
$2.93M - $3.89M
|
117K
$11.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
40KNew |
$2.87M - $3.81M
|
40K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 60.21% |
$2.87M - $3.81M
|
106K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
38KNew |
$2.73M - $3.62M
|
38K
$3.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37.9K+ 3.0% |
$2.72M - $3.61M
|
1.3M
$129M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
37.8KNew |
$2.72M - $3.6M
|
37.8K
$3.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37.6K+ 5.47% |
$2.7M - $3.58M
|
724K
$71.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
37.1K+ 5.84% |
$2.67M - $3.54M
|
673K
$66.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.3K+ 113.53% |
$2.61M - $3.46M
|
68.3K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
35.6K+ 12.41% |
$2.56M - $3.4M
|
323K
$32.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34.6K+ 67.6% |
$2.49M - $3.3M
|
85.9K
$8.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
34.1K+ 28.94% |
$2.45M - $3.25M
|
152K
$15.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
33.7K+ 7.62% |
$2.42M - $3.21M
|
475K
$47.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
33.1K+ 10.09% |
$2.38M - $3.16M
|
361K
$35.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
32.9K+ 295.47% |
$2.36M - $3.14M
|
44K
$4.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
32.8KNew |
$2.35M - $3.12M
|
32.8K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
32.7K+ 7.06% |
$2.35M - $3.12M
|
496K
$49.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
32.3K+ 9.68% |
$2.32M - $3.08M
|
366K
$36.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
31.7KNew |
$2.28M - $3.02M
|
31.7K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31.3KNew |
$2.25M - $2.99M
|
31.3K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
30.6K+ 25.25% |
$2.19M - $2.91M
|
152K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
30.5K+ 5.63% |
$2.19M - $2.91M
|
572K
$56.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
29.1K+ 26.41% |
$2.09M - $2.77M
|
139K
$13.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.8K+ 33.06% |
$2.07M - $2.74M
|
116K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.3K+ 58.3% |
$2.03M - $2.7M
|
76.9K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
28K+ 115.57% |
$2.01M - $2.67M
|
52.2K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
27.8K+ 107.7% |
$2M - $2.65M
|
53.6K
$5.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.4K+ 5.5% |
$1.97M - $2.61M
|
525K
$52.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
27.2KNew |
$1.95M - $2.59M
|
27.2K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
26.5K+ 3.85% |
$1.91M - $2.53M
|
716K
$71.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
26.5K+ 43.64% |
$1.9M - $2.53M
|
87.2K
$8.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
26.3K+ 20.64% |
$1.89M - $2.51M
|
154K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
26.2K+ 116.45% |
$1.88M - $2.49M
|
48.6K
$4.83M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25.6K+ 3.62% |
$1.84M - $2.44M
|
734K
$72.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
25.3K+ 5.46% |
$1.81M - $2.41M
|
488K
$48.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.9K+ 9.59% |
$1.79M - $2.37M
|
284K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23.8K+ 13.29% |
$1.71M - $2.27M
|
203K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23.1K+ 5.23% |
$1.66M - $2.2M
|
464K
$46.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22.4K+ 20.26% |
$1.61M - $2.13M
|
133K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.3K+ 7.01% |
$1.53M - $2.03M
|
325K
$32.3M
|