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 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
975+ 2.39% |
$70K - $92.9K
|
41.7K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
964+ 1.06% |
$69.2K - $91.9K
|
91.7K
$9.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
953+ 4.71% |
$68.5K - $90.8K
|
21.2K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
940+ 1.55% |
$67.5K - $89.6K
|
61.6K
$6.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
913New |
$65.6K - $87K
|
913
$90.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
913+ 11.06% |
$65.6K - $87K
|
9.17K
$910K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
878+ 4.0% |
$63.1K - $83.7K
|
22.8K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
876+ 8.08% |
$62.9K - $83.5K
|
11.7K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
876+ 12.22% |
$62.9K - $83.5K
|
8.05K
$799K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
875+ 0.49% |
$62.9K - $83.4K
|
180K
$17.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
863+ 13.82% |
$62K - $82.3K
|
7.11K
$706K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
856+ 1.04% |
$61.5K - $81.6K
|
83.5K
$8.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
852+ 6.66% |
$61.2K - $81.2K
|
13.6K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
845+ 8.69% |
$60.7K - $80.5K
|
10.6K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
808+ 1.72% |
$58K - $77K
|
47.7K
$4.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
797+ 16.31% |
$57.2K - $76K
|
5.69K
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
792+ 1.46% |
$56.9K - $75.5K
|
55.2K
$5.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
755+ 1.92% |
$54.2K - $72K
|
40.1K
$3.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
746+ 1.56% |
$53.6K - $71.1K
|
48.5K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
737+ 59.24% |
$52.9K - $70.3K
|
1.98K
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
712+ 1.85% |
$51.1K - $67.9K
|
39.1K
$3.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
704+ 386.81% |
$50.6K - $67.1K
|
886
$88K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
695+ 26.41% |
$49.9K - $66.2K
|
3.33K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
679+ 3.01% |
$48.8K - $64.7K
|
23.2K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
675+ 4.99% |
$48.5K - $64.3K
|
14.2K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
660New |
$47.4K - $62.9K
|
660
$65.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
650+ 7.99% |
$46.7K - $62K
|
8.79K
$873K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
615+ 16.85% |
$44.2K - $58.6K
|
4.26K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
609+ 10.24% |
$43.7K - $58K
|
6.56K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
589+ 0.76% |
$42.3K - $56.1K
|
78.4K
$7.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
589+ 21.39% |
$42.3K - $56.1K
|
3.34K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
578+ 8.44% |
$41.5K - $55.1K
|
7.43K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
565+ 15.59% |
$40.6K - $53.9K
|
4.19K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
531+ 0.33% |
$38.1K - $50.6K
|
161K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
512+ 1.44% |
$36.8K - $48.8K
|
36.2K
$3.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
493+ 3.3% |
$35.4K - $47K
|
15.4K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
480+ 98.56% |
$34.5K - $45.8K
|
967
$96.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
480+ 13.93% |
$34.5K - $45.8K
|
3.93K
$390K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
471+ 1.14% |
$33.8K - $44.9K
|
41.9K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
464+ 3.29% |
$33.3K - $44.2K
|
14.6K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
449+ 1.09% |
$32.3K - $42.8K
|
41.8K
$4.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
437+ 0.21% |
$31.4K - $41.7K
|
209K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
433+ 35.32% |
$31.1K - $41.3K
|
1.66K
$165K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
407+ 65.65% |
$29.2K - $38.8K
|
1.03K
$102K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
406+ 0.14% |
$29.2K - $38.7K
|
292K
$29M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
402+ 10.3% |
$28.9K - $38.3K
|
4.3K
$428K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$28.2K - $37.4K
|
44.8K
$4.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
380New |
$27.3K - $36.2K
|
380
$37.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
379+ 3.39% |
$27.2K - $36.1K
|
11.6K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
375+ 0.73% |
$26.9K - $35.7K
|
52K
$5.16M
|