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 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
936+ 0.68% |
$68.7K - $78.7K
|
139K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
868+ 24.05% |
$63.7K - $73K
|
4.48K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
861+ 18.06% |
$63.2K - $72.4K
|
5.63K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
857New |
$62.9K - $72.1K
|
857
$74K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
848+ 3.55% |
$62.2K - $71.3K
|
24.8K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
832+ 0.52% |
$61.1K - $70K
|
162K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
810+ 1.25% |
$59.4K - $68.1K
|
65.4K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
809+ 30.4% |
$59.4K - $68K
|
3.47K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
809+ 3.78% |
$59.4K - $68K
|
22.2K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
731+ 5.12% |
$53.6K - $61.5K
|
15K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
725+ 6.16% |
$53.2K - $61K
|
12.5K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
716+ 14.88% |
$52.5K - $60.2K
|
5.53K
$477K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
683New |
$50.1K - $57.4K
|
683
$58.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
683New |
$50.1K - $57.4K
|
683
$58.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
681+ 8.29% |
$50K - $57.3K
|
8.9K
$768K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
673+ 26.56% |
$49.4K - $56.6K
|
3.21K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
663New |
$48.7K - $55.8K
|
663
$57.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
645+ 2.87% |
$47.3K - $54.2K
|
23.1K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
644+ 3.76% |
$47.3K - $54.2K
|
17.8K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
633+ 1.19% |
$46.4K - $53.2K
|
53.8K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
625New |
$45.9K - $52.6K
|
625
$53.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
623+ 3.21% |
$45.7K - $52.4K
|
20.1K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
606+ 12.86% |
$44.5K - $51K
|
5.32K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
550+ 1.66% |
$40.4K - $46.3K
|
33.6K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
549+ 8.68% |
$40.3K - $46.2K
|
6.88K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
549+ 2.38% |
$40.3K - $46.2K
|
23.6K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
546+ 0.38% |
$40.1K - $45.9K
|
145K
$12.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
545New |
$40K - $45.8K
|
545
$47K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
525+ 1.99% |
$38.5K - $44.2K
|
26.9K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
492+ 1.69% |
$36.1K - $41.4K
|
29.6K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
492+ 4.21% |
$36.1K - $41.4K
|
12.2K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
472+ 5.45% |
$34.6K - $39.7K
|
9.13K
$788K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
471+ 0.75% |
$34.6K - $39.6K
|
63.3K
$5.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
463+ 1.82% |
$34K - $38.9K
|
25.8K
$2.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
454+ 0.46% |
$33.3K - $38.2K
|
98.1K
$8.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
449+ 4.59% |
$32.9K - $37.8K
|
10.2K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
434New |
$31.8K - $36.5K
|
434
$37.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
426+ 2.25% |
$31.3K - $35.8K
|
19.3K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
413+ 1.8% |
$30.3K - $34.7K
|
23.4K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
400+ 4.69% |
$29.4K - $33.6K
|
8.93K
$770K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
368+ 0.31% |
$27K - $30.9K
|
118K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
360+ 7.51% |
$26.4K - $30.3K
|
5.15K
$445K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
357+ 3.62% |
$26.2K - $30K
|
10.2K
$882K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
350New |
$25.7K - $29.4K
|
350
$30.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
330+ 99.1% |
$24.2K - $27.8K
|
663
$57.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
325+ 2.04% |
$23.8K - $27.3K
|
16.2K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
317+ 7.03% |
$23.3K - $26.7K
|
4.83K
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
315+ 40.03% |
$23.1K - $26.5K
|
1.1K
$95.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
298+ 5.89% |
$21.9K - $25.1K
|
5.35K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 9.11% |
$21.6K - $24.7K
|
3.52K
$304K
|