Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$29.4M - $31M
|
465K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
244K+ 504.08% |
$15.4M - $16.2M
|
292K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
125KNew |
$7.93M - $8.36M
|
125K
$8.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.2K+ 20.61% |
$5.45M - $5.74M
|
504K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.4K+ 38.56% |
$5.21M - $5.49M
|
296K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.3KNew |
$1.22M - $1.29M
|
19.3K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
19K+ 329.77% |
$1.2M - $1.26M
|
24.7K
$1.64M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 23.68% |
$1.04M - $1.09M
|
85.8K
$5.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 92.6% |
$1.02M - $1.07M
|
33.4K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 19.13% |
$854K - $900K
|
84.1K
$5.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.8KNew |
$807K - $851K
|
12.8K
$849K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.67K+ 527.55% |
$611K - $645K
|
11.5K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.95K+ 21.88% |
$566K - $597K
|
49.9K
$3.31M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.17K+ 2.64% |
$516K - $544K
|
317K
$21.1M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
8.15KNew |
$515K - $543K
|
8.15K
$542K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.89KNew |
$436K - $459K
|
6.89K
$458K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.84K+ 2.0% |
$433K - $456K
|
349K
$23.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.83KNew |
$368K - $388K
|
5.83K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.01KNew |
$317K - $334K
|
5.01K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$278K - $293K
|
4.4K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.2K+ 0.32% |
$266K - $280K
|
1.32M
$87.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.94K+ 4.99% |
$249K - $262K
|
82.7K
$5.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.79K+ 76.07% |
$239K - $252K
|
8.77K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.57K+ 322.78% |
$226K - $238K
|
4.68K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.41K+ 4.92% |
$216K - $227K
|
72.8K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.2K+ 6.25% |
$202K - $213K
|
54.4K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 25.24% |
$184K - $194K
|
14.5K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.93K+ 5.23% |
$122K - $128K
|
38.7K
$2.57M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.45K+ 21.99% |
$91.4K - $96.3K
|
8.02K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 3.28% |
$90.8K - $95.7K
|
45.2K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33KNew |
$84.2K - $88.7K
|
1.33K
$88.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.29K+ 2.11% |
$81.6K - $86K
|
62.4K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.29KNew |
$81.3K - $85.6K
|
1.29K
$85.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.15K+ 0.48% |
$72.5K - $76.4K
|
240K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 9.05% |
$69.2K - $73K
|
13.2K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
816+ 11.74% |
$51.6K - $54.4K
|
7.77K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
741+ 12.77% |
$46.9K - $49.4K
|
6.54K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
734New |
$46.4K - $48.9K
|
734
$48.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
675+ 22.9% |
$42.7K - $45K
|
3.62K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
588+ 2.74% |
$37.2K - $39.2K
|
22K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
572+ 3.07% |
$36.2K - $38.1K
|
19.2K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
562+ 8.18% |
$35.5K - $37.5K
|
7.43K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
532+ 3.27% |
$33.6K - $35.5K
|
16.8K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
531+ 14.01% |
$33.6K - $35.4K
|
4.32K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
373+ 8.73% |
$23.6K - $24.9K
|
4.64K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
371+ 11.73% |
$23.5K - $24.7K
|
3.53K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364+ 5.86% |
$23K - $24.3K
|
6.57K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
361New |
$22.8K - $24.1K
|
361
$24K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
273+ 2.7% |
$17.3K - $18.2K
|
10.4K
$689K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$14.5K - $15.3K
|
229
$15.2K
|