Purchases and Sales Made in Q4 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 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 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
595+ 6.69% |
$48.6K - $54.4K
|
9.49K
$727K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
590New |
$48.2K - $53.9K
|
590
$45.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
589New |
$48.1K - $53.8K
|
589
$45.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
589+ 16.24% |
$48.1K - $53.8K
|
4.22K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
577+ 0.8% |
$47.2K - $52.7K
|
72.4K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
563+ 1.37% |
$46K - $51.4K
|
41.7K
$3.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
543+ 93.46% |
$44.4K - $49.6K
|
1.12K
$86.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
536+ 66.92% |
$43.8K - $49K
|
1.34K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
530+ 6.97% |
$43.3K - $48.4K
|
8.14K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
527+ 2.81% |
$43.1K - $48.2K
|
19.3K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
520+ 10.09% |
$42.5K - $47.5K
|
5.67K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
513+ 4.52% |
$41.9K - $46.9K
|
11.9K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
513+ 916.07% |
$41.9K - $46.9K
|
569
$43.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
509+ 3.2% |
$41.6K - $46.5K
|
16.4K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
507+ 11.32% |
$41.4K - $46.3K
|
4.98K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
505New |
$41.3K - $46.1K
|
505
$38.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
504+ 3.1% |
$41.2K - $46.1K
|
16.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
493+ 0.78% |
$40.3K - $45.1K
|
63.8K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
492+ 309.43% |
$40.2K - $45K
|
651
$49.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
477+ 9.51% |
$39K - $43.6K
|
5.49K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
471New |
$38.5K - $43K
|
471
$36.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
468+ 0.77% |
$38.3K - $42.8K
|
61K
$4.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
466+ 2.96% |
$38.1K - $42.6K
|
16.2K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
458+ 19.79% |
$37.4K - $41.9K
|
2.77K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
449+ 17.79% |
$36.7K - $41K
|
2.97K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
446+ 6.56% |
$36.5K - $40.8K
|
7.24K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
436New |
$35.6K - $39.8K
|
436
$33.4K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
430+ 2.56% |
$35.1K - $39.3K
|
17.3K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
430+ 8.08% |
$35.1K - $39.3K
|
5.75K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
415+ 1.94% |
$33.9K - $37.9K
|
21.8K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
414+ 1.39% |
$33.8K - $37.8K
|
30.2K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
408+ 137.84% |
$33.3K - $37.3K
|
704
$53.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
398+ 226.14% |
$32.5K - $36.4K
|
574
$44K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
388+ 0.82% |
$31.7K - $35.5K
|
47.7K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
376+ 4.64% |
$30.7K - $34.4K
|
8.49K
$650K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
336+ 0.29% |
$27.5K - $30.7K
|
118K
$9M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
331+ 3.6% |
$27.1K - $30.2K
|
9.53K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
327+ 0.75% |
$26.7K - $29.9K
|
43.8K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
317+ 9.92% |
$25.9K - $29K
|
3.51K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
312+ 112.23% |
$25.5K - $28.5K
|
590
$45.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
307+ 1.24% |
$25.1K - $28.1K
|
25.1K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 10.24% |
$24.8K - $27.7K
|
3.26K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
294+ 9.65% |
$24K - $26.9K
|
3.34K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
294New |
$24K - $26.9K
|
294
$22.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
292+ 8.69% |
$23.9K - $26.7K
|
3.65K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
291+ 0.8% |
$23.8K - $26.6K
|
36.6K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
290+ 53.21% |
$23.7K - $26.5K
|
835
$63.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
289New |
$23.6K - $26.4K
|
289
$22.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
271+ 1.15% |
$22.2K - $24.8K
|
23.9K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
262+ 4.71% |
$21.4K - $23.9K
|
5.83K
$446K
|