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 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-7.92K- 28.5% |
$581K - $666K
|
19.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7.95K- 2.02% |
$583K - $669K
|
385K
$35.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.96K- 6.36% |
$584K - $669K
|
117K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.22K- 9.43% |
$603K - $692K
|
79K
$7.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8.32K- 2.1% |
$610K - $700K
|
389K
$35.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-8.34K- 30.12% |
$612K - $701K
|
19.3K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.38K- 5.47% |
$615K - $704K
|
145K
$13.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-8.92K- 3.99% |
$654K - $750K
|
215K
$19.8M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9.01K- 5.95% |
$661K - $758K
|
142K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9.02K- 4.23% |
$662K - $759K
|
205K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.08K- 3.14% |
$667K - $764K
|
280K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-9.52K- 56.06% |
$698K - $800K
|
7.46K
$689K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.54K- 4.31% |
$700K - $802K
|
212K
$19.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-9.54K- 7.34% |
$700K - $802K
|
120K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.67K- 29.99% |
$710K - $813K
|
22.6K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.67K- 8.1% |
$710K - $814K
|
110K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.75K- 6.57% |
$715K - $820K
|
139K
$12.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.75K- 69.26% |
$715K - $820K
|
4.33K
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-10K- 7.03% |
$734K - $842K
|
132K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10.3K- 16.74% |
$759K - $870K
|
51.4K
$4.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-10.4K- 3.91% |
$761K - $872K
|
255K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 1.71% |
$767K - $880K
|
600K
$55.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-10.6K- 12.09% |
$774K - $887K
|
76.7K
$7.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.5K- 3.28% |
$842K - $965K
|
338K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11.6K- 6.99% |
$850K - $974K
|
154K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-11.6K- 2.96% |
$852K - $977K
|
381K
$35.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-11.6K- 4.73% |
$854K - $979K
|
234K
$21.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-11.7K- 6.74% |
$857K - $982K
|
162K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 10.77% |
$874K - $1M
|
98.6K
$9.1M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-12K- 26.51% |
$880K - $1.01M
|
33.2K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.1K- 24.05% |
$888K - $1.02M
|
38.2K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.2K- 9.08% |
$898K - $1.03M
|
123K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.3K- 2.18% |
$900K - $1.03M
|
552K
$51M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 68.25% |
$937K - $1.07M
|
5.94K
$548K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.8K- 36.23% |
$943K - $1.08M
|
22.6K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.1K- 12.3% |
$961K - $1.1M
|
93.4K
$8.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-13.4K- 1.98% |
$984K - $1.13M
|
663K
$61.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.9K- 53.8% |
$1.02M - $1.17M
|
11.9K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14.6K- 94.44% |
$1.07M - $1.23M
|
860
$79.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-14.8K- 2.92% |
$1.08M - $1.24M
|
491K
$45.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15K- 4.03% |
$1.1M - $1.26M
|
356K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.7K- 29.83% |
$1.15M - $1.32M
|
36.9K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.8K- 3.75% |
$1.16M - $1.32M
|
404K
$37.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-17.3K- 54.49% |
$1.27M - $1.46M
|
14.5K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 48.59% |
$1.3M - $1.49M
|
18.7K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.5K- 6.5% |
$1.36M - $1.56M
|
266K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 66.77% |
$1.5M - $1.71M
|
10.1K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-21K- 38.51% |
$1.54M - $1.76M
|
33.5K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-22.1K- 34.58% |
$1.62M - $1.86M
|
41.9K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-24.3K- 1.5% |
$1.79M - $2.05M
|
1.6M
$148M
|