Purchases and Sales Made in Q3 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 2024. 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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35M+ 4.51% |
$99.4M - $114M
|
31.4M
$2.71B
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
930K+ 70.35% |
$68.2M - $78.2M
|
2.25M
$194M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
865K+ 190.29% |
$63.5M - $72.7M
|
1.32M
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
821K+ 59.78% |
$60.3M - $69.1M
|
2.19M
$189M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
435K+ 2657.97% |
$32M - $36.6M
|
452K
$39M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
432K+ 129.11% |
$31.7M - $36.3M
|
767K
$66.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
352K+ 439.38% |
$25.8M - $29.6M
|
432K
$37.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
348K+ 1901.61% |
$25.6M - $29.3M
|
367K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
323K+ 4.31% |
$23.7M - $27.1M
|
7.82M
$675M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
317K+ 5.15% |
$23.3M - $26.7M
|
6.48M
$559M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
303K+ 17001.63% |
$22.2M - $25.5M
|
305K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
260K+ 3.72% |
$19.1M - $21.9M
|
7.25M
$626M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
250K+ 1.93% |
$18.3M - $21M
|
13.2M
$1.14B
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
238K+ 23.97% |
$17.5M - $20M
|
1.23M
$106M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
185K+ 8.66% |
$13.6M - $15.6M
|
2.32M
$201M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
176K+ 15.76% |
$12.9M - $14.8M
|
1.29M
$111M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
174K+ 329.54% |
$12.8M - $14.6M
|
227K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
169K+ 3.84% |
$12.4M - $14.2M
|
4.58M
$395M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
166K+ 6.35% |
$12.2M - $14M
|
2.78M
$240M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
164K+ 5.14% |
$12.1M - $13.8M
|
3.36M
$290M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147K+ 187.12% |
$10.8M - $12.4M
|
226K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143K+ 26.0% |
$10.5M - $12M
|
693K
$59.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
141K+ 135.05% |
$10.3M - $11.9M
|
245K
$21.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
138KNew |
$10.1M - $11.6M
|
138K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
133KNew |
$9.78M - $11.2M
|
133K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 2.42% |
$8.97M - $10.3M
|
5.16M
$445M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 4.59% |
$8.53M - $9.77M
|
2.65M
$229M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 5.85% |
$8.1M - $9.28M
|
2M
$172M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
110K+ 16.05% |
$8.06M - $9.24M
|
794K
$68.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
107K+ 2.37% |
$7.88M - $9.03M
|
4.64M
$400M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
101K+ 3.01% |
$7.37M - $8.45M
|
3.44M
$297M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
97.3K+ 502.79% |
$7.14M - $8.18M
|
117K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
91.5K+ 827.61% |
$6.71M - $7.69M
|
103K
$8.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
88.7K+ 39.9% |
$6.51M - $7.46M
|
311K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
84.6K+ 2.5% |
$6.21M - $7.11M
|
3.47M
$300M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
83.3K+ 22.97% |
$6.11M - $7M
|
446K
$38.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
78.3K+ 48.25% |
$5.75M - $6.59M
|
241K
$20.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
73.8K+ 2.78% |
$5.42M - $6.21M
|
2.73M
$235M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
72K+ 4.43% |
$5.28M - $6.06M
|
1.7M
$146M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68.4K+ 6.94% |
$5.02M - $5.75M
|
1.05M
$91M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
57.9K+ 105.12% |
$4.25M - $4.87M
|
113K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
57.4KNew |
$4.21M - $4.83M
|
57.4K
$4.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
55K+ 38.33% |
$4.04M - $4.63M
|
199K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
53.3K+ 32.58% |
$3.91M - $4.48M
|
217K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
52.8K+ 9.19% |
$3.87M - $4.44M
|
627K
$54.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
52K+ 2.26% |
$3.82M - $4.37M
|
2.36M
$203M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
51.6KNew |
$3.79M - $4.34M
|
51.6K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
50.1K+ 21.08% |
$3.67M - $4.21M
|
288K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
47.5K+ 3.44% |
$3.48M - $3.99M
|
1.43M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
47.1K+ 7.82% |
$3.46M - $3.96M
|
650K
$56.1M
|