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 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
51.2K+ 622.72% |
$4.83M - $5.4M
|
59.5K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.8K+ 67.9% |
$4.7M - $5.24M
|
123K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
47.8KNew |
$4.51M - $5.03M
|
47.8K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
46.4K+ 55.64% |
$4.38M - $4.89M
|
130K
$13.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
46K+ 0.41% |
$4.34M - $4.84M
|
11.4M
$1.19B
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
45.9KNew |
$4.33M - $4.84M
|
45.9K
$4.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.5K+ 3.54% |
$4.29M - $4.79M
|
1.33M
$140M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
42.3K+ 3.54% |
$3.99M - $4.46M
|
1.24M
$130M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
42.1K+ 23.48% |
$3.98M - $4.44M
|
222K
$23.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41.7KNew |
$3.93M - $4.39M
|
41.7K
$4.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
41.7K+ 1259.4% |
$3.93M - $4.39M
|
45K
$4.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
35.3K+ 2.97% |
$3.33M - $3.72M
|
1.22M
$128M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35.2K+ 27.03% |
$3.32M - $3.71M
|
165K
$17.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
34.5K+ 5.13% |
$3.25M - $3.63M
|
706K
$74M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
33.6K+ 8.93% |
$3.17M - $3.54M
|
410K
$43M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.5K+ 2.4% |
$3.07M - $3.43M
|
1.39M
$145M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31.8K+ 138.12% |
$3M - $3.34M
|
54.7K
$5.74M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
31.7K+ 18.97% |
$2.99M - $3.34M
|
199K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.4K+ 10.66% |
$2.96M - $3.31M
|
326K
$34.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
31.4K+ 1568450.0% |
$2.96M - $3.3M
|
31.4K
$3.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31K+ 13.23% |
$2.93M - $3.27M
|
266K
$27.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
30.6K+ 57.37% |
$2.89M - $3.22M
|
84K
$8.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29.6K+ 10.14% |
$2.8M - $3.12M
|
322K
$33.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29K+ 6.1% |
$2.74M - $3.05M
|
504K
$52.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
29K+ 97.25% |
$2.73M - $3.05M
|
58.8K
$6.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
28.7K+ 9.4% |
$2.71M - $3.02M
|
334K
$35M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
28.1K+ 4.76% |
$2.65M - $2.96M
|
619K
$64.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
27.9K+ 18.39% |
$2.63M - $2.94M
|
180K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27.4K+ 3.48% |
$2.58M - $2.88M
|
814K
$85.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
27.1K+ 7.5% |
$2.55M - $2.85M
|
388K
$40.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.8K+ 11.77% |
$2.52M - $2.82M
|
254K
$26.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.1K+ 9.02% |
$2.46M - $2.74M
|
315K
$33M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.6K+ 2.57% |
$2.32M - $2.59M
|
980K
$103M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.2K+ 2.84% |
$2.28M - $2.55M
|
875K
$91.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
23.9K+ 4.15% |
$2.26M - $2.52M
|
600K
$62.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.2K+ 1.55% |
$2.19M - $2.44M
|
1.52M
$160M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23K+ 41.84% |
$2.17M - $2.42M
|
78.1K
$8.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22.1K+ 7.29% |
$2.08M - $2.32M
|
325K
$34M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
21K+ 10.33% |
$1.98M - $2.21M
|
224K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.9K+ 6.76% |
$1.98M - $2.21M
|
331K
$34.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
20.7K+ 7.6% |
$1.95M - $2.18M
|
293K
$30.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
20.4K+ 13.81% |
$1.93M - $2.15M
|
168K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.3K+ 2.03% |
$1.91M - $2.14M
|
1.02M
$107M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20.2K+ 126.65% |
$1.91M - $2.13M
|
36.2K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.5K+ 1.48% |
$1.84M - $2.06M
|
1.34M
$141M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19.1KNew |
$1.8M - $2.01M
|
19.1K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
19K+ 2.24% |
$1.79M - $2M
|
867K
$90.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19K+ 17.16% |
$1.79M - $2M
|
130K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
17.9KNew |
$1.69M - $1.89M
|
17.9K
$1.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
17.3K+ 62.38% |
$1.63M - $1.82M
|
45.1K
$4.72M
|
|