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
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.1KNew |
$151K - $200K
|
2.1K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.08K+ 2.86% |
$149K - $198K
|
74.5K
$7.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.01K+ 2.02% |
$144K - $191K
|
101K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$142K - $189K
|
1.98K
$197K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.97K+ 0.65% |
$141K - $187K
|
302K
$30M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.95K+ 6.37% |
$140K - $186K
|
32.6K
$3.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.95K+ 4.0% |
$140K - $185K
|
50.6K
$5.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.93K+ 20.55% |
$138K - $184K
|
11.3K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.9K+ 3.24% |
$137K - $181K
|
60.6K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.85K+ 9.12% |
$133K - $176K
|
22.1K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.84K+ 0.23% |
$132K - $176K
|
819K
$81.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.82KNew |
$130K - $173K
|
1.82K
$180K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.81K+ 3.97% |
$130K - $173K
|
47.5K
$4.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.78KNew |
$127K - $169K
|
1.78K
$176K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.77K+ 10.99% |
$127K - $168K
|
17.8K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.75K+ 25.61% |
$126K - $167K
|
8.59K
$853K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.74K+ 32.13% |
$125K - $166K
|
7.16K
$711K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.74K+ 34.45% |
$125K - $165K
|
6.78K
$673K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.71K+ 5.13% |
$123K - $163K
|
35.1K
$3.48M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.7K+ 13.64% |
$122K - $162K
|
14.2K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.65KNew |
$119K - $157K
|
1.65K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.63K+ 33.41% |
$117K - $156K
|
6.52K
$647K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.63K+ 11.78% |
$117K - $155K
|
15.4K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 10.25% |
$116K - $154K
|
17.4K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.59K+ 2.0% |
$114K - $152K
|
81.2K
$8.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.57KNew |
$113K - $150K
|
1.57K
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.51K+ 6.95% |
$108K - $144K
|
23.2K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.5K+ 125.38% |
$108K - $143K
|
2.7K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45K+ 34.72% |
$104K - $138K
|
5.64K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.45K+ 2.87% |
$104K - $138K
|
51.9K
$5.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.43K+ 1.67% |
$102K - $136K
|
86.9K
$8.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 28.32% |
$98.9K - $131K
|
6.24K
$620K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.35K+ 81.69% |
$97.1K - $129K
|
3.01K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.35K+ 24.12% |
$96.8K - $128K
|
6.93K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
1.34K+ 1.69% |
$96.5K - $128K
|
80.8K
$8.02M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.32K+ 20.49% |
$94.5K - $125K
|
7.73K
$768K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 6.11% |
$93.4K - $124K
|
22.6K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.28K+ 13.52% |
$91.7K - $122K
|
10.7K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 21.65% |
$90.7K - $120K
|
7.1K
$705K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.26K+ 27.45% |
$90.6K - $120K
|
5.86K
$582K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.25K+ 0.64% |
$89.8K - $119K
|
198K
$19.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.25KNew |
$89.4K - $119K
|
1.25K
$124K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.23K+ 26.16% |
$88K - $117K
|
5.91K
$587K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.19K+ 39.99% |
$85.5K - $114K
|
4.17K
$414K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.19K+ 47.09% |
$85.3K - $113K
|
3.71K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.18K+ 1.11% |
$84.8K - $113K
|
107K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.14K+ 11.16% |
$82.2K - $109K
|
11.4K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.13K+ 2.65% |
$80.9K - $107K
|
43.6K
$4.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.09K+ 20.12% |
$78.4K - $104K
|
6.52K
$648K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.08K+ 2.51% |
$77.4K - $103K
|
44K
$4.37M
|