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 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.24K+ 217.6% |
$494K - $552K
|
7.65K
$802K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.24K+ 29.35% |
$494K - $552K
|
23.1K
$2.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.2K+ 0.91% |
$491K - $548K
|
577K
$60.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17K+ 7.78% |
$487K - $544K
|
71.6K
$7.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5.13K+ 6.37% |
$484K - $540K
|
85.6K
$8.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
5.11K+ 2.31% |
$482K - $538K
|
227K
$23.7M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.09K+ 2.4% |
$480K - $536K
|
217K
$22.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 4.64% |
$474K - $530K
|
113K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.91K+ 18.88% |
$463K - $517K
|
30.9K
$3.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.89K+ 29.17% |
$461K - $514K
|
21.6K
$2.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.86K+ 11.85% |
$458K - $512K
|
45.9K
$4.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
4.84KNew |
$456K - $509K
|
4.84K
$507K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
4.53K+ 27.4% |
$427K - $477K
|
21.1K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$425K - $475K
|
4.51K
$472K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.49K+ 4.45% |
$423K - $472K
|
105K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.47K+ 7.83% |
$421K - $470K
|
61.5K
$6.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.4K+ 90.31% |
$415K - $463K
|
9.27K
$972K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 5.68% |
$394K - $440K
|
77.6K
$8.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
4.1KNew |
$387K - $432K
|
4.1K
$430K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4K+ 4.85% |
$377K - $421K
|
86.4K
$9.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.86KNew |
$364K - $407K
|
3.86K
$405K
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.81K+ 1.58% |
$360K - $402K
|
245K
$25.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.77K+ 7.45% |
$356K - $397K
|
54.3K
$5.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.76K+ 1.24% |
$354K - $395K
|
306K
$32.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.72K+ 2.86% |
$351K - $392K
|
134K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.69KNew |
$348K - $388K
|
3.69K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3.61K+ 5.72% |
$341K - $380K
|
66.8K
$7M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.61KNew |
$341K - $380K
|
3.61K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.56K+ 7.81% |
$336K - $375K
|
49.1K
$5.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.55KNew |
$335K - $374K
|
3.55K
$372K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.54K+ 23.14% |
$334K - $372K
|
18.8K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.49K+ 1.56% |
$329K - $367K
|
228K
$23.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 167.18% |
$327K - $365K
|
5.54K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.43K+ 92.4% |
$323K - $361K
|
7.14K
$748K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.41K+ 13.33% |
$322K - $359K
|
29K
$3.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
3.35KNew |
$316K - $353K
|
3.35K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.33K+ 10.16% |
$314K - $351K
|
36.1K
$3.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.27KNew |
$309K - $345K
|
3.27K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.26KNew |
$307K - $343K
|
3.26K
$342K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.18KNew |
$300K - $335K
|
3.18K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.15K+ 5.71% |
$298K - $332K
|
58.4K
$6.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.14KNew |
$297K - $331K
|
3.14K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.09K+ 0.2% |
$291K - $325K
|
1.54M
$161M
|
|
|
Dec 01, 2025
Q3 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.09KNew |
$291K - $325K
|
3.09K
$323K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.05KNew |
$288K - $321K
|
3.05K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.02K+ 13.02% |
$285K - $318K
|
26.2K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.02KNew |
$285K - $318K
|
3.02K
$317K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.98K+ 7.33% |
$281K - $314K
|
43.6K
$4.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.98K+ 45.41% |
$281K - $314K
|
9.54K
$999K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.95K+ 18.83% |
$278K - $311K
|
18.6K
$1.95M
|
|