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 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
426+ 2.25% |
$31.3K - $35.8K
|
19.3K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
413+ 1.8% |
$30.3K - $34.7K
|
23.4K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
400+ 4.69% |
$29.4K - $33.6K
|
8.93K
$715K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
368+ 0.31% |
$27K - $30.9K
|
118K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
360+ 7.51% |
$26.4K - $30.3K
|
5.15K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
357+ 3.62% |
$26.2K - $30K
|
10.2K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
350New |
$25.7K - $29.4K
|
350
$28K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
330+ 99.1% |
$24.2K - $27.8K
|
663
$53.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
325+ 2.04% |
$23.8K - $27.3K
|
16.2K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
317+ 7.03% |
$23.3K - $26.7K
|
4.83K
$387K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
315+ 40.03% |
$23.1K - $26.5K
|
1.1K
$88.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
298+ 5.89% |
$21.9K - $25.1K
|
5.35K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 9.11% |
$21.6K - $24.7K
|
3.52K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
294+ 9.89% |
$21.6K - $24.7K
|
3.27K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
288+ 1.22% |
$21.1K - $24.2K
|
23.9K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
284+ 0.14% |
$20.8K - $23.9K
|
201K
$16.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
283+ 0.44% |
$20.8K - $23.8K
|
64.7K
$5.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
280+ 4.3% |
$20.5K - $23.5K
|
6.79K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
277+ 1.77% |
$20.3K - $23.3K
|
15.9K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
270+ 1.63% |
$19.8K - $22.7K
|
16.8K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
269+ 3.01% |
$19.7K - $22.6K
|
9.2K
$737K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
260+ 8.99% |
$19.1K - $21.9K
|
3.15K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
255+ 13.19% |
$18.7K - $21.4K
|
2.19K
$175K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245New |
$18K - $20.6K
|
245
$19.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
241+ 0.17% |
$17.7K - $20.3K
|
139K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
239+ 6.99% |
$17.5K - $20.1K
|
3.66K
$293K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
225+ 4.46% |
$16.5K - $18.9K
|
5.27K
$422K
|
|
|
Feb 28, 2025
Q3 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$16.5K - $18.9K
|
225
$18K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225+ 833.33% |
$16.5K - $18.9K
|
252
$20.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
224+ 0.66% |
$16.4K - $18.8K
|
34.1K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
220+ 3.86% |
$16.1K - $18.5K
|
5.92K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
211+ 0.52% |
$15.5K - $17.7K
|
40.7K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
207+ 283.56% |
$15.2K - $17.4K
|
280
$22.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
207+ 4.98% |
$15.2K - $17.4K
|
4.37K
$350K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
200+ 57.97% |
$14.7K - $16.8K
|
545
$43.7K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
199+ 6.2% |
$14.6K - $16.7K
|
3.41K
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
199+ 6.74% |
$14.6K - $16.7K
|
3.15K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
180+ 3.72% |
$13.2K - $15.1K
|
5.02K
$402K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
177+ 0.59% |
$13K - $14.9K
|
30.4K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
176+ 2.41% |
$12.9K - $14.8K
|
7.48K
$599K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$12.3K - $14.1K
|
168
$13.5K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
149+ 1.16% |
$10.9K - $12.5K
|
13K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
139+ 3.03% |
$10.2K - $11.7K
|
4.72K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
134+ 12.26% |
$9.83K - $11.3K
|
1.23K
$98.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
122+ 5.3% |
$8.95K - $10.3K
|
2.42K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
117+ 2.15% |
$8.59K - $9.84K
|
5.56K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
115New |
$8.44K - $9.67K
|
115
$9.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
114+ 0.26% |
$8.37K - $9.59K
|
44.7K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
112+ 0.52% |
$8.22K - $9.42K
|
21.7K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$7.34K - $8.41K
|
100
$8.01K
|