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 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-41.2K- 13.1% |
$3.02M - $3.46M
|
273K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-44.3K- 13.9% |
$3.25M - $3.73M
|
275K
$23.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-47.3K- 97.53% |
$3.47M - $3.97M
|
1.2K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49.5K- 28.62% |
$3.63M - $4.16M
|
123K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51K- 7.01% |
$3.74M - $4.29M
|
677K
$58.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.9K- 8.07% |
$3.81M - $4.37M
|
591K
$51M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-54.6K- 7.17% |
$4.01M - $4.59M
|
707K
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-64.6K- 98.9% |
$4.74M - $5.43M
|
722
$62.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-65.2K- 4.73% |
$4.78M - $5.48M
|
1.31M
$113M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-69.2K- 49.12% |
$5.08M - $5.82M
|
71.7K
$6.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-70.1K- 10.32% |
$5.15M - $5.9M
|
609K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-72.3K- 10.27% |
$5.31M - $6.08M
|
632K
$54.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-74.9KClosed |
$5.49M - $6.3M
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.5K- 4.45% |
$5.69M - $6.52M
|
1.66M
$144M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79K- 63.98% |
$5.8M - $6.65M
|
44.5K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83K- 4.42% |
$6.09M - $6.98M
|
1.79M
$155M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-83.4K- 49.49% |
$6.12M - $7.01M
|
85.1K
$7.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-99.4K- 7.39% |
$7.29M - $8.36M
|
1.24M
$107M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-102K- 54.07% |
$7.49M - $8.58M
|
86.7K
$7.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-105K- 14.06% |
$7.74M - $8.87M
|
644K
$55.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115K- 11.48% |
$8.41M - $9.63M
|
883K
$76.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-116K- 20.34% |
$8.55M - $9.79M
|
456K
$39.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-119K- 37.02% |
$8.72M - $10M
|
202K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-135K- 73.54% |
$9.94M - $11.4M
|
48.7K
$4.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-138K- 14.52% |
$10.2M - $11.6M
|
815K
$70.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-144K- 32.75% |
$10.6M - $12.2M
|
297K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-157K- 79.86% |
$11.5M - $13.2M
|
39.7K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-168K- 10.76% |
$12.3M - $14.1M
|
1.39M
$120M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-188K- 21.6% |
$13.8M - $15.8M
|
684K
$59M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-199K- 24.36% |
$14.6M - $16.8M
|
619K
$53.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-233K- 9.26% |
$17.1M - $19.6M
|
2.28M
$197M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-238K- 78.72% |
$17.5M - $20M
|
64.3K
$5.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-301KClosed |
$22.1M - $25.4M
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-302K- 72.15% |
$22.2M - $25.4M
|
117K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-314K- 12.8% |
$23M - $26.4M
|
2.14M
$185M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-327K- 95.43% |
$24M - $27.5M
|
15.6K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-341K- 98.05% |
$25M - $28.7M
|
6.78K
$585K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-349K- 37.54% |
$25.6M - $29.4M
|
581K
$50.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-350K- 10.7% |
$25.6M - $29.4M
|
2.92M
$252M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-366K- 77.08% |
$26.8M - $30.8M
|
109K
$9.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-402K- 93.46% |
$29.5M - $33.8M
|
28.1K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-407K- 1.93% |
$29.9M - $34.2M
|
20.6M
$1.78B
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-430K- 93.05% |
$31.5M - $36.1M
|
32.1K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-489K- 98.41% |
$35.9M - $41.1M
|
7.89K
$681K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-500K- 33.06% |
$36.7M - $42M
|
1.01M
$87.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-590K- 98.79% |
$43.3M - $49.7M
|
7.22K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-618K- 24.76% |
$45.4M - $52M
|
1.88M
$162M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-689K- 94.96% |
$50.6M - $58M
|
36.6K
$3.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-798K- 93.93% |
$58.5M - $67.1M
|
51.6K
$4.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-985K- 77.35% |
$72.2M - $82.8M
|
288K
$24.9M
|