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 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
21.1K+ 150.28% |
$1.52M - $2.02M
|
35.2K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.1KNew |
$1.51M - $2.01M
|
21.1K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.8K+ 64.39% |
$1.49M - $1.98M
|
53.1K
$5.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.8K+ 5.35% |
$1.35M - $1.79M
|
371K
$36.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
18.5K+ 4.93% |
$1.33M - $1.77M
|
394K
$39.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
18.3K+ 13.12% |
$1.32M - $1.75M
|
158K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.1K+ 633.6% |
$1.3M - $1.72M
|
20.9K
$2.08M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
17.9K+ 21.86% |
$1.29M - $1.71M
|
99.8K
$9.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.8K+ 132.45% |
$1.28M - $1.7M
|
31.3K
$3.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.5K+ 81.78% |
$1.26M - $1.67M
|
38.9K
$3.87M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 24.99% |
$1.25M - $1.67M
|
87.4K
$8.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
17.3K+ 3.02% |
$1.25M - $1.65M
|
591K
$58.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
16.9K+ 25.54% |
$1.21M - $1.61M
|
82.9K
$8.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
16.8K+ 4.94% |
$1.2M - $1.6M
|
356K
$35.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.6K+ 88.2% |
$1.19M - $1.58M
|
35.4K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
16.4K+ 7.31% |
$1.18M - $1.56M
|
241K
$23.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
16.3K+ 104.45% |
$1.17M - $1.55M
|
31.8K
$3.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16.2K+ 18.36% |
$1.17M - $1.55M
|
105K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 28.19% |
$1.14M - $1.52M
|
72.4K
$7.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
15.7K+ 2.52% |
$1.13M - $1.5M
|
641K
$63.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.6K+ 7.49% |
$1.12M - $1.49M
|
224K
$22.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.3K+ 302.02% |
$1.1M - $1.46M
|
20.3K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
14.8K+ 20.64% |
$1.06M - $1.41M
|
86.5K
$8.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14.7K+ 3.58% |
$1.05M - $1.4M
|
425K
$42.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.6K+ 30493.75% |
$1.05M - $1.4M
|
14.7K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
14.3KNew |
$1.03M - $1.37M
|
14.3K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
14.3KNew |
$1.03M - $1.36M
|
14.3K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
14.1K+ 7.9% |
$1.02M - $1.35M
|
193K
$19.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
14.1K+ 4.16% |
$1.01M - $1.34M
|
352K
$35M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.1K+ 0.39% |
$1.01M - $1.34M
|
3.63M
$360M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
14KNew |
$1.01M - $1.33M
|
14K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
13.9K+ 2.49% |
$996K - $1.32M
|
572K
$56.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
13.8K+ 29.48% |
$990K - $1.31M
|
60.5K
$6.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12.7K+ 8.19% |
$909K - $1.21M
|
167K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.3K+ 36111.76% |
$882K - $1.17M
|
12.3K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.1KNew |
$868K - $1.15M
|
12.1K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.9K+ 3.27% |
$854K - $1.13M
|
375K
$37.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
11.8K+ 36.55% |
$849K - $1.13M
|
44.1K
$4.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.8K+ 162.68% |
$848K - $1.13M
|
19.1K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
11.5K+ 36.18% |
$825K - $1.1M
|
43.2K
$4.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 11.66% |
$821K - $1.09M
|
109K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
11.4K+ 14.61% |
$818K - $1.09M
|
89.3K
$8.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.3K+ 5.93% |
$810K - $1.07M
|
201K
$20M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.2K+ 15.22% |
$802K - $1.06M
|
84.6K
$8.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.1KNew |
$794K - $1.05M
|
11.1K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
10.9K+ 14.94% |
$785K - $1.04M
|
84.1K
$8.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.9K+ 10.77% |
$782K - $1.04M
|
112K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 1.61% |
$763K - $1.01M
|
672K
$66.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
10K+ 4.15% |
$721K - $956K
|
252K
$25M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10K+ 16.92% |
$720K - $955K
|
69.3K
$6.88M
|