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
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.9K+ 9.91% |
$507K - $581K
|
76.5K
$7.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.87K+ 40.68% |
$504K - $578K
|
23.8K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.83K+ 2.13% |
$501K - $574K
|
328K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.78K+ 3.13% |
$497K - $570K
|
224K
$20.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
6.76K+ 24.32% |
$496K - $569K
|
34.6K
$3.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.74K+ 3.27% |
$494K - $566K
|
212K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.73KNew |
$494K - $566K
|
6.73K
$621K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.73K+ 18.79% |
$494K - $566K
|
42.5K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.55K+ 7.42% |
$481K - $551K
|
94.8K
$8.75M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.53KNew |
$479K - $550K
|
6.53K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.3K+ 7.08% |
$463K - $530K
|
95.3K
$8.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.27KNew |
$460K - $527K
|
6.27K
$579K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.27KNew |
$460K - $527K
|
6.27K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.23K+ 2.82% |
$457K - $524K
|
227K
$21M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
6.03K+ 0.9% |
$442K - $507K
|
676K
$62.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
5.98K+ 2.16% |
$439K - $503K
|
283K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.77KNew |
$423K - $485K
|
5.77K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.69K+ 2.6% |
$418K - $479K
|
224K
$20.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.67K+ 6.63% |
$416K - $477K
|
91.2K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.62K+ 2.52% |
$412K - $473K
|
229K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.56K+ 1.58% |
$408K - $468K
|
358K
$33.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.56KNew |
$408K - $467K
|
5.56K
$513K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.48K+ 0.82% |
$402K - $461K
|
673K
$62.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.43KNew |
$398K - $457K
|
5.43K
$501K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.43K+ 4.26% |
$398K - $456K
|
133K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.35KNew |
$392K - $450K
|
5.35K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.34K+ 5.95% |
$391K - $449K
|
95K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.29KNew |
$388K - $445K
|
5.29K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.29KNew |
$388K - $445K
|
5.29K
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.17K+ 12.21% |
$379K - $435K
|
47.5K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.07K+ 8.44% |
$372K - $426K
|
65.1K
$6.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.05K+ 34.44% |
$371K - $425K
|
19.7K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
5.05K+ 11.9% |
$371K - $425K
|
47.5K
$4.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.8K+ 8.22% |
$352K - $403K
|
63.1K
$5.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.72KNew |
$346K - $397K
|
4.72K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$342K - $392K
|
4.66K
$430K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.66KNew |
$342K - $392K
|
4.66K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.55K+ 10.44% |
$334K - $383K
|
48.2K
$4.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.38K+ 19.39% |
$322K - $369K
|
27K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.19K+ 28.83% |
$308K - $352K
|
18.7K
$1.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.19KNew |
$307K - $352K
|
4.19K
$386K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.91KNew |
$287K - $329K
|
3.91K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.83K+ 63.06% |
$281K - $322K
|
9.91K
$915K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.82K+ 0.46% |
$280K - $321K
|
834K
$77M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 3.06% |
$280K - $321K
|
129K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.77K+ 35.17% |
$276K - $317K
|
14.5K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75K+ 8.59% |
$275K - $315K
|
47.4K
$4.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.74K+ 344.12% |
$275K - $315K
|
4.83K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.74K+ 10.09% |
$274K - $315K
|
40.8K
$3.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.69KNew |
$271K - $310K
|
3.69K
$341K
|