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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
446+ 6.56% |
$36.5K - $40.8K
|
7.24K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
436New |
$35.6K - $39.8K
|
436
$39.1K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
430+ 2.56% |
$35.1K - $39.3K
|
17.3K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
430+ 8.08% |
$35.1K - $39.3K
|
5.75K
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
415+ 1.94% |
$33.9K - $37.9K
|
21.8K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
414+ 1.39% |
$33.8K - $37.8K
|
30.2K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
408+ 137.84% |
$33.3K - $37.3K
|
704
$63.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
398+ 226.14% |
$32.5K - $36.4K
|
574
$51.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
388+ 0.82% |
$31.7K - $35.5K
|
47.7K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
376+ 4.64% |
$30.7K - $34.4K
|
8.49K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
336+ 0.29% |
$27.5K - $30.7K
|
118K
$10.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
331+ 3.6% |
$27.1K - $30.2K
|
9.53K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
327+ 0.75% |
$26.7K - $29.9K
|
43.8K
$3.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
317+ 9.92% |
$25.9K - $29K
|
3.51K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
312+ 112.23% |
$25.5K - $28.5K
|
590
$52.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
307+ 1.24% |
$25.1K - $28.1K
|
25.1K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 10.24% |
$24.8K - $27.7K
|
3.26K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
294New |
$24K - $26.9K
|
294
$26.3K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
294+ 9.65% |
$24K - $26.9K
|
3.34K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
292+ 8.69% |
$23.9K - $26.7K
|
3.65K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
291+ 0.8% |
$23.8K - $26.6K
|
36.6K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
290+ 53.21% |
$23.7K - $26.5K
|
835
$74.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
289New |
$23.6K - $26.4K
|
289
$25.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
271+ 1.15% |
$22.2K - $24.8K
|
23.9K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
262+ 4.71% |
$21.4K - $23.9K
|
5.83K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
260+ 0.7% |
$21.3K - $23.8K
|
37.1K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
255+ 1.85% |
$20.8K - $23.3K
|
14K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
251+ 0.2% |
$20.5K - $22.9K
|
125K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
251+ 10.27% |
$20.5K - $22.9K
|
2.7K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
246+ 5.08% |
$20.1K - $22.5K
|
5.09K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
242+ 6.99% |
$19.8K - $22.1K
|
3.71K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
232New |
$19K - $21.2K
|
232
$20.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
230+ 6.97% |
$18.8K - $21K
|
3.53K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
226+ 3.88% |
$18.5K - $20.7K
|
6.06K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
212New |
$17.3K - $19.4K
|
212
$19K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
204+ 6.92% |
$16.7K - $18.6K
|
3.15K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
188+ 0.73% |
$15.4K - $17.2K
|
26K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
187+ 3.96% |
$15.3K - $17.1K
|
4.91K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
185+ 1.87% |
$15.1K - $16.9K
|
10.1K
$901K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
165New |
$13.5K - $15.1K
|
165
$14.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
147New |
$12K - $13.4K
|
147
$13.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
146+ 108.15% |
$11.9K - $13.3K
|
281
$25.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
146New |
$11.9K - $13.3K
|
146
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
146+ 1.43% |
$11.9K - $13.3K
|
10.4K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
145+ 2.03% |
$11.9K - $13.3K
|
7.28K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
141+ 4.24% |
$11.5K - $12.9K
|
3.47K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
140+ 155.56% |
$11.4K - $12.8K
|
230
$20.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
139+ 2.62% |
$11.4K - $12.7K
|
5.44K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
139+ 1.99% |
$11.4K - $12.7K
|
7.13K
$639K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
137+ 4.27% |
$11.2K - $12.5K
|
3.34K
$300K
|