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 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.93K+ 3.85% |
$354K - $469K
|
133K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
4.91KNew |
$353K - $468K
|
4.91K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
4.89K+ 8.3% |
$352K - $466K
|
63.9K
$6.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4.69K+ 1.27% |
$337K - $447K
|
374K
$37.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.62K+ 0.63% |
$332K - $440K
|
735K
$73M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.56K+ 6.62% |
$327K - $434K
|
73.4K
$7.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.54K+ 1.45% |
$326K - $432K
|
318K
$31.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.39K+ 32.36% |
$315K - $418K
|
18K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
4.38KNew |
$315K - $418K
|
4.38K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.36K+ 7.71% |
$313K - $416K
|
61K
$6.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.34K+ 2.93% |
$312K - $414K
|
153K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.26K+ 2.88% |
$306K - $406K
|
152K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.25K+ 4.39% |
$305K - $405K
|
101K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4.23K+ 2.23% |
$304K - $403K
|
194K
$19.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.05K+ 7.91% |
$291K - $386K
|
55.3K
$5.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.01K+ 11.2% |
$288K - $382K
|
39.8K
$3.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.98KNew |
$286K - $379K
|
3.98K
$395K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.94K+ 3.12% |
$283K - $376K
|
130K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.93K+ 3.43% |
$282K - $375K
|
118K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.87KNew |
$278K - $369K
|
3.87K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3.75KNew |
$269K - $357K
|
3.75K
$372K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.74KNew |
$269K - $357K
|
3.74K
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.73K+ 3.1% |
$268K - $355K
|
124K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.67KNew |
$263K - $350K
|
3.67K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.56KNew |
$256K - $339K
|
3.56K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.55K+ 0.67% |
$255K - $338K
|
537K
$53.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.52KNew |
$253K - $336K
|
3.52K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.46K+ 3.01% |
$248K - $330K
|
118K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.44K+ 16.63% |
$247K - $328K
|
24.1K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.4K+ 18.08% |
$244K - $324K
|
22.2K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.4KNew |
$244K - $324K
|
3.4K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.38KNew |
$243K - $322K
|
3.38K
$336K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 20.85% |
$241K - $320K
|
19.5K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
3.36KNew |
$241K - $320K
|
3.36K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.35K+ 16.19% |
$241K - $319K
|
24K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3.34K+ 10.91% |
$240K - $318K
|
33.9K
$3.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.3K+ 146.43% |
$237K - $314K
|
5.55K
$551K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.28K+ 13.14% |
$236K - $313K
|
28.3K
$2.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.22KNew |
$231K - $307K
|
3.22K
$320K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.19K+ 2.5% |
$229K - $304K
|
131K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.18K+ 288.29% |
$228K - $303K
|
4.28K
$425K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.13K+ 18.99% |
$225K - $298K
|
19.6K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.12K+ 0.78% |
$224K - $297K
|
404K
$40.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.1KNew |
$223K - $295K
|
3.1K
$308K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.09KNew |
$222K - $295K
|
3.09K
$307K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.09KNew |
$222K - $295K
|
3.09K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.09K+ 7.26% |
$222K - $294K
|
45.6K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.02KNew |
$217K - $288K
|
3.02K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.01KNew |
$216K - $287K
|
3.01K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.99KNew |
$215K - $285K
|
2.99K
$297K
|