Purchases and Sales Made in Q3 2024 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
119KNew |
$6.91M - $7.75M
|
119K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.3KNew |
$2.79M - $3.14M
|
48.3K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.7K+ 541.07% |
$2.12M - $2.38M
|
43.4K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 826.2% |
$896K - $1.01M
|
17.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 27.53% |
$882K - $990K
|
70.6K
$4.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 35.58% |
$768K - $862K
|
50.6K
$3.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.82KNew |
$510K - $573K
|
8.82K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.82K+ 20.02% |
$395K - $443K
|
40.9K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.52K+ 1.82% |
$319K - $358K
|
309K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.06K+ 12.36% |
$292K - $328K
|
46K
$2.89M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.79KNew |
$277K - $311K
|
4.79K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.06K+ 4.74% |
$235K - $264K
|
89.8K
$5.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.79KNew |
$219K - $246K
|
3.79K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.28KNew |
$189K - $213K
|
3.28K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.07K+ 37.11% |
$178K - $200K
|
11.4K
$713K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.07K+ 37.11% |
$178K - $200K
|
11.4K
$713K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3K+ 3.96% |
$173K - $195K
|
78.8K
$4.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.85K+ 4.29% |
$165K - $185K
|
69.4K
$4.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.51K+ 6.08% |
$145K - $163K
|
43.7K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.37K+ 5.51% |
$137K - $154K
|
45.4K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.32K+ 4.73% |
$134K - $150K
|
51.2K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.28K+ 2.92% |
$132K - $148K
|
80.3K
$5.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 19.93% |
$124K - $139K
|
12.9K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.73K+ 1.89% |
$100K - $112K
|
93.3K
$5.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.71K+ 41.65% |
$98.7K - $111K
|
5.8K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.62K+ 10.8% |
$93.8K - $105K
|
16.6K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.33K+ 7.69% |
$77.1K - $86.5K
|
18.7K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.33KNew |
$76.7K - $86K
|
1.33K
$83.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 11.77% |
$73.8K - $82.8K
|
12.1K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22K+ 4.36% |
$70.5K - $79.1K
|
29.2K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.2K+ 16.43% |
$69.5K - $78K
|
8.51K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12K+ 14.63% |
$64.7K - $72.6K
|
8.76K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.09K+ 7.21% |
$63.3K - $71K
|
16.3K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.06K+ 0.44% |
$61.3K - $68.8K
|
239K
$15M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
869+ 0.23% |
$50.3K - $56.4K
|
376K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
728+ 6.73% |
$42.1K - $47.3K
|
11.6K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
722+ 12.34% |
$41.8K - $46.9K
|
6.57K
$412K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
645+ 14.89% |
$37.3K - $41.9K
|
4.98K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
582+ 0.96% |
$33.7K - $37.8K
|
61.1K
$3.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
503+ 0.04% |
$29.1K - $32.7K
|
1.31M
$82.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
444+ 6.82% |
$25.7K - $28.8K
|
6.95K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
411+ 10.65% |
$23.8K - $26.7K
|
4.27K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
406+ 2.83% |
$23.5K - $26.4K
|
14.8K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 63.39% |
$23.1K - $26K
|
1.03K
$64.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
378New |
$21.9K - $24.5K
|
378
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
378New |
$21.9K - $24.5K
|
378
$23.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
263+ 13.79% |
$15.2K - $17.1K
|
2.17K
$136K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
237New |
$13.7K - $15.4K
|
237
$14.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
233New |
$13.5K - $15.1K
|
233
$14.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
200+ 3.1% |
$11.6K - $13K
|
6.66K
$418K
|