Purchases and Sales Made in Q4 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
298K+ 1588.26% |
$30.5M - $32.6M
|
317K
$33.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
251K+ 246.21% |
$25.7M - $27.5M
|
353K
$37M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
225KNew |
$23M - $24.6M
|
225K
$23.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
220K+ 74.85% |
$22.5M - $24M
|
513K
$53.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
210K+ 785.2% |
$21.6M - $23M
|
237K
$24.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
90.6K+ 10.03% |
$9.28M - $9.91M
|
994K
$104M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
46K+ 43.22% |
$4.71M - $5.03M
|
152K
$16M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
33.5KNew |
$3.43M - $3.66M
|
33.5K
$3.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27.3K+ 12.32% |
$2.8M - $2.99M
|
249K
$26.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.4K+ 18.06% |
$2.09M - $2.23M
|
134K
$14M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.1K+ 7.41% |
$1.65M - $1.76M
|
233K
$24.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 10.03% |
$1.19M - $1.27M
|
127K
$13.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11.3K+ 465.1% |
$1.15M - $1.23M
|
13.7K
$1.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
11.1K+ 3.46% |
$1.14M - $1.22M
|
333K
$34.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
10.5KNew |
$1.07M - $1.15M
|
10.5K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.88K+ 287.38% |
$1.01M - $1.08M
|
13.3K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
8.03K+ 13.92% |
$823K - $879K
|
65.8K
$6.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
7.98K+ 3.22% |
$818K - $873K
|
256K
$26.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.95K+ 8.46% |
$712K - $760K
|
89.1K
$9.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
6.61KNew |
$677K - $723K
|
6.61K
$692K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.37K+ 24.12% |
$549K - $587K
|
27.6K
$2.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
5.18K+ 2.58% |
$531K - $567K
|
206K
$21.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.08K+ 4.47% |
$520K - $555K
|
119K
$12.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.87K+ 51.22% |
$498K - $532K
|
14.4K
$1.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.72K+ 19.56% |
$484K - $517K
|
28.9K
$3.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
4.41KNew |
$452K - $483K
|
4.41K
$463K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.2K+ 15.07% |
$430K - $459K
|
32K
$3.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.16K+ 3.56% |
$426K - $455K
|
121K
$12.7M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.22K+ 4.55% |
$330K - $352K
|
73.9K
$7.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.79K+ 5.87% |
$285K - $305K
|
50.3K
$5.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$266K - $284K
|
2.6K
$272K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.47KNew |
$253K - $270K
|
2.47K
$259K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
2.21KNew |
$226K - $242K
|
2.21K
$232K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.21KNew |
$226K - $242K
|
2.21K
$232K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.06KNew |
$211K - $225K
|
2.06K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.97K+ 2184.44% |
$201K - $215K
|
2.06K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.55K+ 15.09% |
$158K - $169K
|
11.8K
$1.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.4K+ 173.63% |
$143K - $153K
|
2.2K
$231K
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.34K+ 1.33% |
$137K - $146K
|
102K
$10.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.31K+ 3.05% |
$134K - $143K
|
44.2K
$4.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.26K+ 1.12% |
$129K - $138K
|
113K
$11.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.23K+ 14.39% |
$126K - $134K
|
9.75K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.03K+ 8.72% |
$105K - $113K
|
12.8K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
822+ 1.79% |
$84.2K - $89.9K
|
46.7K
$4.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
750+ 27.05% |
$76.8K - $82K
|
3.52K
$369K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
703+ 0.34% |
$72K - $76.9K
|
205K
$21.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
562+ 18.28% |
$57.5K - $61.5K
|
3.64K
$381K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
533+ 0.28% |
$54.6K - $58.3K
|
193K
$20.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
527+ 7.09% |
$54K - $57.6K
|
7.96K
$834K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
425+ 4.05% |
$43.5K - $46.5K
|
10.9K
$1.14M
|
|