Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.49K+ 1049.3% |
$330K - $347K
|
4.92K
$374K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.9K+ 5.47% |
$287K - $302K
|
75.2K
$5.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.27K+ 3.1% |
$93.5K - $98.3K
|
42.3K
$3.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
974+ 3.14% |
$71.6K - $75.3K
|
32K
$2.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
436+ 1.89% |
$32.1K - $33.7K
|
23.5K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
255+ 5.0% |
$18.8K - $19.7K
|
5.36K
$407K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
246New |
$18.1K - $19K
|
246
$18.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
153+ 1.44% |
$11.3K - $11.8K
|
10.7K
$817K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
129+ 0.09% |
$9.49K - $9.98K
|
147K
$11.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
106+ 460.87% |
$7.8K - $8.2K
|
129
$9.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
62+ 1.02% |
$4.56K - $4.8K
|
6.15K
$468K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
52New |
$3.82K - $4.02K
|
52
$3.95K
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
51+ 0.13% |
$3.75K - $3.95K
|
39.5K
$3M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.24% |
$294 - $309
|
1.68K
$128K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$73.5 - $77.4
|
6.86K
$521K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-15- 7.54% |
$1.1K - $1.16K
|
184
$14K
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-228- 13.6% |
$16.8K - $17.6K
|
1.45K
$110K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-257- 3.42% |
$18.9K - $19.9K
|
7.27K
$552K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-399- 0.33% |
$29.3K - $30.9K
|
119K
$9.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-604- 6.48% |
$44.4K - $46.7K
|
8.72K
$662K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-657- 6.94% |
$48.3K - $50.8K
|
8.82K
$670K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-688- 20.4% |
$50.6K - $53.2K
|
2.69K
$204K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 14.43% |
$90.6K - $95.3K
|
7.3K
$555K
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.75K- 0.47% |
$128K - $135K
|
370K
$28.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.48K- 0.66% |
$182K - $191K
|
372K
$28.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.66K- 4.5% |
$269K - $283K
|
77.7K
$5.91M
|
|