Purchases and Sales Made in Q3 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7M+ 303.88% |
$1.01B - $1.13B
|
14.2M
$1.49B
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.49MNew |
$423M - $473M
|
4.49M
$470M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.32M+ 3.49% |
$125M - $139M
|
39.2M
$4.11B
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
754K+ 7.38% |
$71.2M - $79.4M
|
11M
$1.15B
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
689K+ 3540.84% |
$65M - $72.6M
|
709K
$74.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
602KNew |
$56.8M - $63.4M
|
602K
$63.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
578K+ 18.67% |
$54.5M - $60.9M
|
3.67M
$385M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
494K+ 18.26% |
$46.6M - $52M
|
3.2M
$335M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
487K+ 19.59% |
$46M - $51.3M
|
2.97M
$312M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
403K+ 9.22% |
$38M - $42.4M
|
4.77M
$500M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
350K+ 17.0% |
$33M - $36.9M
|
2.41M
$253M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
345K+ 134.91% |
$32.6M - $36.4M
|
602K
$63.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
292K+ 10.76% |
$27.6M - $30.8M
|
3.01M
$316M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
267K+ 227.33% |
$25.2M - $28.1M
|
384K
$40.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
204KNew |
$19.2M - $21.4M
|
204K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
170K+ 652.88% |
$16M - $17.9M
|
196K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
156K+ 4.63% |
$14.8M - $16.5M
|
3.54M
$371M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
151K+ 8.79% |
$14.3M - $16M
|
1.88M
$197M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
148K+ 20.5% |
$14M - $15.6M
|
872K
$91.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
145K+ 3.78% |
$13.6M - $15.2M
|
3.97M
$416M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
142K+ 6.47% |
$13.4M - $15M
|
2.35M
$246M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
136K+ 20.29% |
$12.8M - $14.3M
|
807K
$84.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
134KNew |
$12.6M - $14.1M
|
134K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
129K+ 5.11% |
$12.2M - $13.6M
|
2.65M
$278M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
124K+ 5.08% |
$11.7M - $13.1M
|
2.57M
$269M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
117K+ 27.47% |
$11M - $12.3M
|
542K
$56.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117K+ 12.43% |
$11M - $12.3M
|
1.06M
$111M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
113K+ 4.25% |
$10.7M - $11.9M
|
2.77M
$291M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.1K+ 3.87% |
$9.06M - $10.1M
|
2.58M
$270M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
93.9K+ 28.84% |
$8.85M - $9.89M
|
419K
$43.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
93.8KNew |
$8.85M - $9.88M
|
93.8K
$9.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
91.3K+ 14.07% |
$8.61M - $9.61M
|
740K
$77.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
83.5K+ 63.79% |
$7.88M - $8.79M
|
214K
$22.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
80.3K+ 340.01% |
$7.57M - $8.45M
|
104K
$10.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
73.2K+ 55.93% |
$6.91M - $7.71M
|
204K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
72.4K+ 136.44% |
$6.83M - $7.63M
|
126K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
70.4K+ 9.33% |
$6.64M - $7.42M
|
826K
$86.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.9K+ 1.21% |
$6.22M - $6.94M
|
5.51M
$578M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
65.3K+ 130.17% |
$6.16M - $6.88M
|
115K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.7K+ 0.79% |
$6.1M - $6.81M
|
8.28M
$868M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
62.3K+ 2121.95% |
$5.88M - $6.57M
|
65.3K
$6.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
62.2K+ 40.79% |
$5.87M - $6.55M
|
215K
$22.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
61.8K+ 3.37% |
$5.83M - $6.51M
|
1.9M
$199M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.3K+ 0.62% |
$5.79M - $6.46M
|
9.91M
$1.04B
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.9K+ 14.21% |
$5.55M - $6.2M
|
473K
$49.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.9K+ 2.5% |
$5.46M - $6.1M
|
2.37M
$249M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
57.8KNew |
$5.45M - $6.09M
|
57.8K
$6.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
55.7K+ 133.9% |
$5.26M - $5.87M
|
97.3K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.2K+ 8.06% |
$5.02M - $5.61M
|
714K
$74.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
52.8K+ 1.15% |
$4.98M - $5.56M
|
4.65M
$487M
|
|