Purchases and Sales Made in Q3 2025 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.39MNew |
$96.1M - $105M
|
1.39M
$106M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
332K+ 95.06% |
$22.9M - $24.9M
|
682K
$51.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
141KNew |
$9.74M - $10.6M
|
141K
$10.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.9K+ 619.76% |
$5.71M - $6.22M
|
96.2K
$7.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
74KNew |
$5.1M - $5.55M
|
74K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 71.6% |
$3.7M - $4.03M
|
129K
$9.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.5K+ 27.35% |
$2.45M - $2.66M
|
165K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
35K+ 586.59% |
$2.42M - $2.63M
|
41K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
33K+ 93.44% |
$2.28M - $2.48M
|
68.3K
$5.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9K+ 74.39% |
$1.85M - $2.02M
|
63K
$4.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 9.51% |
$1.63M - $1.77M
|
272K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 41.12% |
$1.25M - $1.36M
|
62.2K
$4.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.7K+ 30.95% |
$1.15M - $1.26M
|
70.8K
$5.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
14.2K+ 3.95% |
$979K - $1.07M
|
374K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.4K+ 804.67% |
$783K - $852K
|
12.8K
$971K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 12.81% |
$757K - $824K
|
96.7K
$7.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.69KNew |
$668K - $727K
|
9.69K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.6K+ 82.25% |
$455K - $495K
|
14.6K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.66KNew |
$390K - $425K
|
5.66K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.6K+ 21.97% |
$386K - $420K
|
31.1K
$2.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.21K+ 8.99% |
$359K - $391K
|
63.2K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.05KNew |
$348K - $379K
|
5.05K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.81K+ 42.25% |
$332K - $361K
|
16.2K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.66K+ 11.04% |
$321K - $350K
|
46.9K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.32K+ 15.96% |
$298K - $324K
|
31.4K
$2.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.08KNew |
$281K - $306K
|
4.08K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.67KNew |
$253K - $275K
|
3.67K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.24K+ 74.81% |
$223K - $243K
|
7.57K
$575K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.97K+ 2.65% |
$205K - $223K
|
115K
$8.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.88KNew |
$199K - $216K
|
2.88K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.84K+ 4.0% |
$196K - $213K
|
73.9K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.74KNew |
$189K - $205K
|
2.74K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 24.91% |
$178K - $193K
|
12.9K
$982K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
2.33K+ 0.94% |
$161K - $175K
|
249K
$18.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.96K+ 20.98% |
$135K - $147K
|
11.3K
$859K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.93K+ 8.55% |
$133K - $145K
|
24.5K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.7K+ 471.47% |
$117K - $128K
|
2.06K
$157K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 41.67% |
$103K - $113K
|
5.1K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.42K+ 12.4% |
$98K - $107K
|
12.9K
$979K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29K+ 13.9% |
$89K - $96.9K
|
10.6K
$804K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.26K+ 14.87% |
$86.6K - $94.2K
|
9.71K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02KNew |
$70.4K - $76.6K
|
1.02K
$77.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
899+ 10.03% |
$62K - $67.4K
|
9.86K
$749K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
824New |
$56.8K - $61.8K
|
824
$62.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
817+ 6.59% |
$56.3K - $61.3K
|
13.2K
$1M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
736New |
$50.7K - $55.2K
|
736
$55.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
669+ 9.1% |
$46.1K - $50.2K
|
8.02K
$610K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
552+ 41.44% |
$38.1K - $41.4K
|
1.88K
$143K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
282+ 0.24% |
$19.4K - $21.2K
|
120K
$9.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
226+ 1.12% |
$15.6K - $17K
|
20.4K
$1.55M
|
|