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
|
Pacifica Partners Inc.
|
BUY
|
- |
375+ 1562.5% |
$26.9K - $35.7K
|
399
$39.6K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
357+ 2.79% |
$25.6K - $34K
|
13.1K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
355+ 6.21% |
$25.5K - $33.8K
|
6.08K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
352+ 338.46% |
$25.3K - $33.6K
|
456
$45.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
316+ 137.99% |
$22.7K - $30.1K
|
545
$54.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
315+ 0.88% |
$22.6K - $30K
|
36.3K
$3.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
312New |
$22.4K - $29.7K
|
312
$31K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
310+ 5.58% |
$22.3K - $29.5K
|
5.87K
$583K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
301New |
$21.6K - $28.7K
|
301
$29.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
300New |
$21.5K - $28.6K
|
300
$29.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
297+ 2.12% |
$21.3K - $28.3K
|
14.3K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
290+ 0.79% |
$20.8K - $27.6K
|
36.8K
$3.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
279+ 0.18% |
$20K - $26.6K
|
157K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
275+ 1.55% |
$19.8K - $26.2K
|
18K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
267+ 4.97% |
$19.2K - $25.5K
|
5.64K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
250+ 8.42% |
$18K - $23.8K
|
3.22K
$320K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
229+ 7.93% |
$16.4K - $21.8K
|
3.12K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
224+ 0.46% |
$16.1K - $21.4K
|
48.6K
$4.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
223+ 6.49% |
$16K - $21.3K
|
3.66K
$364K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
208New |
$14.9K - $19.8K
|
208
$20.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
198+ 4.82% |
$14.2K - $18.9K
|
4.31K
$428K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
195+ 3.02% |
$14K - $18.6K
|
6.66K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
182+ 6.53% |
$13.1K - $17.3K
|
2.97K
$295K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
177+ 5.6% |
$12.7K - $16.9K
|
3.34K
$331K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
175+ 1.02% |
$12.6K - $16.7K
|
17.3K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
174+ 9.75% |
$12.5K - $16.6K
|
1.96K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
173+ 3.35% |
$12.4K - $16.5K
|
5.33K
$530K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
165+ 0.92% |
$11.9K - $15.7K
|
18.2K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
162+ 8.71% |
$11.6K - $15.4K
|
2.02K
$201K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156+ 866.67% |
$11.2K - $14.9K
|
174
$17.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
149+ 3.37% |
$10.7K - $14.2K
|
4.57K
$454K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
138New |
$9.91K - $13.2K
|
138
$13.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
135+ 0.76% |
$9.7K - $12.9K
|
18K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
130+ 12.15% |
$9.34K - $12.4K
|
1.2K
$119K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
125+ 0.66% |
$8.98K - $11.9K
|
19.2K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
120+ 10.41% |
$8.62K - $11.4K
|
1.27K
$126K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
119+ 0.14% |
$8.55K - $11.3K
|
84.9K
$8.43M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
107New |
$7.69K - $10.2K
|
107
$10.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100New |
$7.18K - $9.53K
|
100
$9.93K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 0.31% |
$7.04K - $9.34K
|
31.8K
$3.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 4.01% |
$6.32K - $8.39K
|
2.28K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
88+ 2.13% |
$6.32K - $8.39K
|
4.21K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
85+ 2.88% |
$6.11K - $8.1K
|
3.04K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
83New |
$5.96K - $7.91K
|
83
$8.24K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79+ 2.8% |
$5.67K - $7.53K
|
2.9K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
79+ 1.43% |
$5.67K - $7.53K
|
5.59K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$5.46K - $7.24K
|
76
$7.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
71New |
$5.1K - $6.77K
|
71
$7.05K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
69+ 0.93% |
$4.96K - $6.58K
|
7.48K
$743K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
67+ 0.88% |
$4.81K - $6.39K
|
7.72K
$767K
|