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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 6.01% |
$1.61M - $1.8M
|
301K
$31.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
16.8KNew |
$1.58M - $1.77M
|
16.8K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.5K+ 6.23% |
$1.55M - $1.74M
|
281K
$29.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
15.6KNew |
$1.47M - $1.65M
|
15.6K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.1K+ 6.44% |
$1.43M - $1.59M
|
250K
$26.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.1K+ 23.56% |
$1.42M - $1.59M
|
79.1K
$8.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
15.1K+ 429.43% |
$1.42M - $1.59M
|
18.6K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 1.44% |
$1.41M - $1.57M
|
1.05M
$110M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14.9K+ 84.07% |
$1.4M - $1.57M
|
32.6K
$3.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
14.4KNew |
$1.36M - $1.52M
|
14.4K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.4K+ 130.4% |
$1.35M - $1.51M
|
25.4K
$2.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.2K+ 13.78% |
$1.33M - $1.49M
|
117K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.9K+ 3.44% |
$1.31M - $1.46M
|
417K
$43.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 5.07% |
$1.3M - $1.45M
|
286K
$30M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
12.5K+ 3.51% |
$1.18M - $1.32M
|
369K
$38.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 2.05% |
$1.18M - $1.32M
|
621K
$65.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2K+ 3.25% |
$1.15M - $1.28M
|
388K
$40.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
12.1K+ 41.67% |
$1.15M - $1.28M
|
41.3K
$4.33M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
12.1KNew |
$1.14M - $1.28M
|
12.1K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.1K+ 99.74% |
$1.14M - $1.27M
|
24.2K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
12KNew |
$1.14M - $1.27M
|
12K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.9K+ 726.23% |
$1.12M - $1.25M
|
13.5K
$1.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.7K+ 16.61% |
$1.11M - $1.23M
|
82.3K
$8.62M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5K+ 5.11% |
$1.09M - $1.22M
|
238K
$24.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.5KNew |
$1.09M - $1.21M
|
11.5K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.5K+ 156.36% |
$1.08M - $1.21M
|
18.9K
$1.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.4K+ 11.93% |
$1.08M - $1.21M
|
107K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.4K+ 1.39% |
$1.07M - $1.2M
|
830K
$87M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.2K+ 7.68% |
$1.06M - $1.18M
|
157K
$16.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11K+ 58.06% |
$1.04M - $1.16M
|
29.9K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8K+ 39.67% |
$1.02M - $1.14M
|
38.1K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.6KNew |
$1M - $1.12M
|
10.6K
$1.11M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
10.6K+ 11.84% |
$998K - $1.11M
|
99.9K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.1KNew |
$955K - $1.07M
|
10.1K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.79K+ 2.1% |
$923K - $1.03M
|
477K
$50M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.79K+ 33.28% |
$923K - $1.03M
|
39.2K
$4.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.7K+ 3.52% |
$915K - $1.02M
|
285K
$29.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.51K+ 448.63% |
$897K - $1M
|
11.6K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9.5KNew |
$896K - $1M
|
9.5K
$996K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
9.47K+ 27.92% |
$893K - $997K
|
43.4K
$4.55M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.31K+ 5.65% |
$878K - $980K
|
174K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.12K+ 5.99% |
$861K - $961K
|
161K
$16.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
8.94KNew |
$843K - $942K
|
8.94K
$937K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
8.73K+ 22.87% |
$824K - $920K
|
46.9K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
8.59KNew |
$810K - $905K
|
8.59K
$900K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
8.32K+ 5.46% |
$785K - $876K
|
161K
$16.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.29KNew |
$782K - $873K
|
8.29K
$869K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.2K+ 19.25% |
$774K - $864K
|
50.8K
$5.32M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.1K+ 13.32% |
$764K - $853K
|
68.9K
$7.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.89K+ 0.39% |
$744K - $831K
|
2.04M
$214M
|
|