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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.55KNew |
$187K - $214K
|
2.55K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 1.58% |
$186K - $213K
|
163K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 76.75% |
$186K - $213K
|
5.83K
$538K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.52K+ 13.35% |
$185K - $212K
|
21.4K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.49KNew |
$183K - $210K
|
2.49K
$230K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.45KNew |
$179K - $206K
|
2.45K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.43K+ 151.81% |
$178K - $205K
|
4.03K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.43KNew |
$178K - $204K
|
2.43K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.32K+ 0.44% |
$170K - $195K
|
534K
$49.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.24K+ 4.28% |
$165K - $189K
|
54.6K
$5.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.23K+ 2.9% |
$164K - $188K
|
79.2K
$7.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 43440.0% |
$159K - $183K
|
2.18K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.13K+ 5.42% |
$156K - $179K
|
41.5K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.13K+ 2.8% |
$156K - $179K
|
78.3K
$7.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.11K+ 51.65% |
$155K - $177K
|
6.2K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.1K+ 3.02% |
$154K - $177K
|
71.8K
$6.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.05KNew |
$150K - $172K
|
2.05K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.01K+ 35.31% |
$148K - $169K
|
7.72K
$713K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.98K+ 2.39% |
$146K - $167K
|
85.1K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.97KNew |
$144K - $166K
|
1.97K
$182K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.95KNew |
$143K - $164K
|
1.95K
$180K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.85K+ 2.97% |
$136K - $156K
|
64K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.82K+ 69.74% |
$133K - $153K
|
4.42K
$408K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.82KNew |
$133K - $153K
|
1.82K
$168K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.81K+ 14.42% |
$133K - $152K
|
14.4K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 5.92% |
$131K - $150K
|
31.9K
$2.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.71K+ 24.54% |
$126K - $144K
|
8.69K
$802K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.7K+ 55.05% |
$125K - $143K
|
4.79K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.7K+ 1.55% |
$124K - $143K
|
111K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.65K+ 24.35% |
$121K - $139K
|
8.45K
$780K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.65K+ 1.66% |
$121K - $139K
|
101K
$9.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.6K+ 851.06% |
$117K - $135K
|
1.79K
$165K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.6KNew |
$117K - $134K
|
1.6K
$147K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.54K+ 3.29% |
$113K - $129K
|
48.3K
$4.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.48K+ 16.96% |
$109K - $125K
|
10.2K
$945K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1.48K+ 1.77% |
$108K - $124K
|
84.7K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.45K+ 3.98% |
$107K - $122K
|
38K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.45K+ 43.26% |
$106K - $122K
|
4.79K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.44K+ 3.27% |
$106K - $121K
|
45.4K
$4.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.38K+ 7.56% |
$101K - $116K
|
19.7K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.35K+ 3.19% |
$98.8K - $113K
|
43.6K
$4.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33K+ 17.7% |
$97.6K - $112K
|
8.84K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.33KNew |
$97.3K - $112K
|
1.33K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.32K+ 63.32% |
$97.2K - $111K
|
3.42K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.26K+ 4.95% |
$92.7K - $106K
|
26.8K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.24K+ 4.01% |
$90.7K - $104K
|
32.1K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.2K+ 3.4% |
$88.3K - $101K
|
36.7K
$3.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.19K+ 2.76% |
$87.6K - $100K
|
44.5K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.19K+ 675.57% |
$87.2K - $100K
|
1.37K
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.16KNew |
$85.3K - $97.8K
|
1.16K
$107K
|