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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.62K+ 5.78% |
$266K - $305K
|
66.3K
$6.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.6K+ 29.64% |
$264K - $303K
|
15.7K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.57K+ 3.97% |
$262K - $300K
|
93.4K
$8.63M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.55K+ 11.63% |
$260K - $299K
|
34.1K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.51KNew |
$257K - $295K
|
3.51K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.5K+ 11.86% |
$257K - $295K
|
33K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.33K+ 488.55% |
$244K - $280K
|
4.01K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.32K+ 44.55% |
$243K - $279K
|
10.8K
$993K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.3KNew |
$242K - $278K
|
3.3K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.3KNew |
$242K - $277K
|
3.3K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.28K+ 2.62% |
$241K - $276K
|
128K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
3.22K+ 1.67% |
$236K - $271K
|
196K
$18.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.22KNew |
$236K - $271K
|
3.22K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 3.71% |
$236K - $270K
|
89.8K
$8.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.21K+ 3.28% |
$236K - $270K
|
101K
$9.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 11.56% |
$235K - $269K
|
30.9K
$2.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 25.84% |
$235K - $269K
|
15.6K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 1.96% |
$235K - $269K
|
166K
$15.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
3.2K+ 1.67% |
$235K - $269K
|
194K
$17.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.2KNew |
$235K - $269K
|
3.2K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.17K+ 0.73% |
$232K - $266K
|
439K
$40.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$222K - $254K
|
3.02K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3KNew |
$220K - $253K
|
3K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.99K+ 9.7% |
$219K - $251K
|
33.8K
$3.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.95KNew |
$216K - $248K
|
2.95K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.94KNew |
$216K - $247K
|
2.94K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.9KNew |
$213K - $244K
|
2.9K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.9KNew |
$213K - $244K
|
2.9K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
2.85K+ 23.98% |
$209K - $240K
|
14.8K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 1.38% |
$207K - $237K
|
207K
$19.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
2.81K+ 3.27% |
$206K - $236K
|
88.9K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.79K+ 9.11% |
$205K - $234K
|
33.4K
$3.08M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.78K+ 2.54% |
$204K - $234K
|
112K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.78K+ 1.07% |
$204K - $234K
|
263K
$24.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.74K+ 30.1% |
$201K - $230K
|
11.8K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.73KNew |
$200K - $230K
|
2.73K
$252K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.73K+ 7.75% |
$200K - $230K
|
38K
$3.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.73KNew |
$200K - $229K
|
2.73K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 59.34% |
$200K - $229K
|
7.32K
$676K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.71K+ 1.19% |
$199K - $228K
|
230K
$21.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7KNew |
$198K - $227K
|
2.7K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.68KNew |
$197K - $225K
|
2.68K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.66KNew |
$195K - $224K
|
2.66K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63KNew |
$193K - $221K
|
2.63K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.61K+ 6.78% |
$192K - $220K
|
41.2K
$3.8M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 8.07% |
$192K - $220K
|
35K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.58KNew |
$189K - $217K
|
2.58K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.57K+ 83.52% |
$189K - $216K
|
5.65K
$521K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.56K+ 1.21% |
$188K - $215K
|
215K
$19.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.55K+ 14.22% |
$187K - $215K
|
20.5K
$1.89M
|