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 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14.6K- 94.44% |
$1.07M - $1.23M
|
860
$77.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-14.8K- 2.92% |
$1.08M - $1.24M
|
491K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15K- 4.03% |
$1.1M - $1.26M
|
356K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.7K- 29.83% |
$1.15M - $1.32M
|
36.9K
$3.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.8K- 3.75% |
$1.16M - $1.32M
|
404K
$36.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-17.3K- 54.49% |
$1.27M - $1.46M
|
14.5K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 48.59% |
$1.3M - $1.49M
|
18.7K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.5K- 6.5% |
$1.36M - $1.56M
|
266K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 66.77% |
$1.5M - $1.71M
|
10.1K
$910K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-21K- 38.51% |
$1.54M - $1.76M
|
33.5K
$3M
|
|
|
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
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-24.3K- 1.5% |
$1.79M - $2.05M
|
1.6M
$143M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-24.5K- 40.37% |
$1.8M - $2.06M
|
36.2K
$3.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-24.5K- 57.21% |
$1.8M - $2.06M
|
18.4K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.4K- 5.64% |
$1.94M - $2.22M
|
442K
$39.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-27.2K- 54.22% |
$2M - $2.29M
|
23K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-27.6K- 80.73% |
$2.03M - $2.33M
|
6.6K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-30K- 9.81% |
$2.2M - $2.52M
|
276K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.1K- 41.25% |
$2.29M - $2.62M
|
44.4K
$3.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-34.6K- 42.54% |
$2.54M - $2.91M
|
46.7K
$4.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-35.4K- 2.68% |
$2.6M - $2.98M
|
1.29M
$115M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35.6K- 11.06% |
$2.61M - $2.99M
|
286K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-35.9K- 54.34% |
$2.64M - $3.02M
|
30.2K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-35.9K- 69.68% |
$2.64M - $3.02M
|
15.6K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-37K- 9.95% |
$2.72M - $3.11M
|
335K
$30.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.3K- 59.96% |
$2.73M - $3.13M
|
24.9K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-37.4K- 87.78% |
$2.74M - $3.14M
|
5.2K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-37.6K- 93.73% |
$2.76M - $3.16M
|
2.52K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.2K- 2.5% |
$2.8M - $3.21M
|
1.49M
$133M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-38.3K- 19.7% |
$2.81M - $3.22M
|
156K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-41.2K- 13.1% |
$3.02M - $3.46M
|
273K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-44.3K- 13.9% |
$3.25M - $3.73M
|
275K
$24.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-47.3K- 97.53% |
$3.47M - $3.97M
|
1.2K
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49.5K- 28.62% |
$3.63M - $4.16M
|
123K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51K- 7.01% |
$3.74M - $4.29M
|
677K
$60.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.9K- 8.07% |
$3.81M - $4.37M
|
591K
$53M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-54.6K- 7.17% |
$4.01M - $4.59M
|
707K
$63.4M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-55.7K- 20.33% |
$4.08M - $4.68M
|
218K
$19.6M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-55.7K- 20.33% |
$4.08M - $4.68M
|
218K
$19.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-58.2K- 67.22% |
$4.27M - $4.89M
|
28.4K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-64.6K- 98.9% |
$4.74M - $5.43M
|
722
$64.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-65.2K- 4.73% |
$4.78M - $5.48M
|
1.31M
$118M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-69.2K- 49.12% |
$5.08M - $5.82M
|
71.7K
$6.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-70.1K- 10.32% |
$5.15M - $5.9M
|
609K
$54.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-72.3K- 10.27% |
$5.31M - $6.08M
|
632K
$56.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-74.9KClosed |
$5.49M - $6.3M
|
0
$0
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-77.2K- 68.17% |
$5.66M - $6.49M
|
36K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.5K- 4.45% |
$5.69M - $6.52M
|
1.66M
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79K- 63.98% |
$5.8M - $6.65M
|
44.5K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83K- 4.42% |
$6.09M - $6.98M
|
1.79M
$161M
|