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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 1.33% |
$7.34K - $8.41K
|
7.61K
$643K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
100+ 2.38% |
$7.34K - $8.41K
|
4.3K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
96+ 1.36% |
$7.04K - $8.07K
|
7.14K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
93+ 21.58% |
$6.82K - $7.82K
|
524
$44.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
91+ 0.62% |
$6.68K - $7.65K
|
14.9K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
87+ 1.3% |
$6.38K - $7.32K
|
6.77K
$572K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
83+ 1.68% |
$6.09K - $6.98K
|
5.02K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
83+ 0.1% |
$6.09K - $6.98K
|
85.2K
$7.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
80New |
$5.87K - $6.73K
|
80
$6.76K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80+ 307.69% |
$5.87K - $6.73K
|
106
$8.96K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
80+ 1.99% |
$5.87K - $6.73K
|
4.11K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
79+ 3.06% |
$5.8K - $6.64K
|
2.66K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78+ 92.86% |
$5.72K - $6.56K
|
162
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
69+ 1.33% |
$5.06K - $5.8K
|
5.26K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.4% |
$4.62K - $5.3K
|
16K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
63+ 7.73% |
$4.62K - $5.3K
|
878
$74.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
59+ 0.65% |
$4.33K - $4.96K
|
9.13K
$772K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
58New |
$4.26K - $4.88K
|
58
$4.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
53+ 0.31% |
$3.89K - $4.46K
|
17K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52+ 6.81% |
$3.82K - $4.37K
|
816
$69K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 5.81% |
$3.08K - $3.53K
|
765
$64.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
39+ 0.14% |
$2.86K - $3.28K
|
28.6K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34+ 0.19% |
$2.49K - $2.86K
|
17.7K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
31+ 0.04% |
$2.27K - $2.61K
|
70K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
30+ 0.16% |
$2.2K - $2.52K
|
18.5K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
30+ 0.09% |
$2.2K - $2.52K
|
33.1K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
30+ 4.85% |
$2.2K - $2.52K
|
649
$54.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
29+ 3.76% |
$2.13K - $2.44K
|
801
$67.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
29+ 1.06% |
$2.13K - $2.44K
|
2.76K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
28+ 8.19% |
$2.05K - $2.35K
|
370
$31.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 10.0% |
$1.83K - $2.1K
|
275
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24+ 0.27% |
$1.76K - $2.02K
|
8.97K
$758K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
24New |
$1.76K - $2.02K
|
24
$2.03K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.01% |
$1.39K - $1.6K
|
313K
$26.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 1.65% |
$1.32K - $1.51K
|
1.11K
$93.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.12% |
$1.17K - $1.35K
|
13.5K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
13+ 0.14% |
$954 - $1.09K
|
9.23K
$780K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
12+ 0.09% |
$881 - $1.01K
|
13.8K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12+ 0.49% |
$881 - $1.01K
|
2.47K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 6.67% |
$807 - $925
|
176
$14.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.16% |
$734 - $841
|
6.13K
$518K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 150.0% |
$660 - $757
|
15
$1.27K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 0.1% |
$587 - $673
|
8.35K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.16% |
$440 - $505
|
3.79K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$440 - $505
|
6
$507
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.12% |
$440 - $505
|
5.01K
$424K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 10.34% |
$440 - $505
|
64
$5.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6+ 0.15% |
$440 - $505
|
3.96K
$335K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$440 - $505
|
3.58K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5+ 0.1% |
$367 - $421
|
4.84K
$409K
|