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 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9.81KNew |
$705K - $935K
|
9.81K
$975K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
9.8K+ 24.22% |
$704K - $934K
|
50.3K
$4.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
9.72KNew |
$698K - $927K
|
9.72K
$966K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.62K+ 3.62% |
$691K - $917K
|
275K
$27.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.56KNew |
$687K - $911K
|
9.56K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.54K+ 9.29% |
$685K - $909K
|
112K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
9.49K+ 13.36% |
$682K - $904K
|
80.5K
$7.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.33K+ 313.87% |
$670K - $889K
|
12.3K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.27K+ 67.51% |
$666K - $883K
|
23K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.24K+ 17.91% |
$663K - $880K
|
60.8K
$6.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.18K+ 14.31% |
$659K - $875K
|
73.3K
$7.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.18K+ 6.41% |
$659K - $875K
|
152K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.84KNew |
$635K - $843K
|
8.84K
$878K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
8.55K+ 59.63% |
$614K - $815K
|
22.9K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.77K+ 23.44% |
$558K - $740K
|
40.9K
$4.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.74K+ 20.83% |
$556K - $738K
|
44.9K
$4.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
7.7K+ 21.47% |
$553K - $734K
|
43.6K
$4.33M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.68KNew |
$551K - $732K
|
7.68K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
7.46KNew |
$536K - $711K
|
7.46K
$741K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.37K+ 20.93% |
$529K - $703K
|
42.6K
$4.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.31K+ 2679.12% |
$525K - $697K
|
7.59K
$754K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.31KNew |
$525K - $696K
|
7.31K
$726K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.26K+ 68.55% |
$522K - $692K
|
17.9K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.26K+ 5.12% |
$522K - $692K
|
149K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.22K+ 38.35% |
$518K - $688K
|
26K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7K+ 10.0% |
$503K - $668K
|
77.1K
$7.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
6.88K+ 12.88% |
$494K - $655K
|
60.3K
$5.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.82K+ 5.86% |
$490K - $650K
|
123K
$12.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.75K+ 6.77% |
$485K - $643K
|
106K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.74KNew |
$484K - $643K
|
6.74K
$670K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
6.73K+ 18.7% |
$484K - $642K
|
42.7K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.46K+ 3.08% |
$464K - $616K
|
216K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.44K+ 13.6% |
$463K - $614K
|
53.8K
$5.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
6.18K+ 1.92% |
$444K - $589K
|
329K
$32.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.15K+ 3.22% |
$442K - $586K
|
197K
$19.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.05K+ 106.59% |
$434K - $576K
|
11.7K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.04K+ 3.94% |
$434K - $576K
|
159K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.92KNew |
$426K - $565K
|
5.92K
$588K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
5.66K+ 2.37% |
$407K - $540K
|
244K
$24.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.62K+ 10.9% |
$403K - $535K
|
57.1K
$5.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.54K+ 29.49% |
$398K - $528K
|
24.3K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.53K+ 501.72% |
$398K - $528K
|
6.64K
$659K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 2.01% |
$387K - $513K
|
272K
$27.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.38K+ 4.41% |
$386K - $512K
|
127K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
5.32K+ 6.26% |
$382K - $507K
|
90.3K
$8.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
5.24KNew |
$377K - $500K
|
5.24K
$521K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.19K+ 18.07% |
$373K - $495K
|
33.9K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.09K+ 13.79% |
$366K - $485K
|
42K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.07K+ 32.32% |
$364K - $483K
|
20.7K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.04K+ 11.36% |
$362K - $481K
|
49.4K
$4.91M
|