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 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
260+ 0.7% |
$21.3K - $23.8K
|
37.1K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
255+ 1.85% |
$20.8K - $23.3K
|
14K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
251+ 10.27% |
$20.5K - $22.9K
|
2.7K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
251+ 0.2% |
$20.5K - $22.9K
|
125K
$9.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
246+ 5.08% |
$20.1K - $22.5K
|
5.09K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
242+ 6.99% |
$19.8K - $22.1K
|
3.71K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
232New |
$19K - $21.2K
|
232
$17.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
230+ 6.97% |
$18.8K - $21K
|
3.53K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
226+ 3.88% |
$18.5K - $20.7K
|
6.06K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
212New |
$17.3K - $19.4K
|
212
$16.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
204+ 6.92% |
$16.7K - $18.6K
|
3.15K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
204+ 6.92% |
$16.7K - $18.6K
|
3.15K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
188+ 0.73% |
$15.4K - $17.2K
|
26K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
187+ 3.96% |
$15.3K - $17.1K
|
4.91K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
185+ 1.87% |
$15.1K - $16.9K
|
10.1K
$770K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
165New |
$13.5K - $15.1K
|
165
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
147New |
$12K - $13.4K
|
147
$11.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
146New |
$11.9K - $13.3K
|
146
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
146+ 1.43% |
$11.9K - $13.3K
|
10.4K
$795K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
146+ 108.15% |
$11.9K - $13.3K
|
281
$21.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
145+ 2.03% |
$11.9K - $13.3K
|
7.28K
$557K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
141+ 4.24% |
$11.5K - $12.9K
|
3.47K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
140+ 155.56% |
$11.4K - $12.8K
|
230
$17.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
139+ 2.62% |
$11.4K - $12.7K
|
5.44K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
139+ 1.99% |
$11.4K - $12.7K
|
7.13K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
137+ 4.27% |
$11.2K - $12.5K
|
3.34K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
129+ 5.9% |
$10.5K - $11.8K
|
2.32K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
126+ 1.54% |
$10.3K - $11.5K
|
8.3K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
122+ 0.33% |
$9.97K - $11.1K
|
37.5K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
116+ 0.13% |
$9.48K - $10.6K
|
89.8K
$6.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
113+ 3.46% |
$9.24K - $10.3K
|
3.38K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
111+ 0.94% |
$9.07K - $10.1K
|
11.9K
$915K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
111+ 0.65% |
$9.07K - $10.1K
|
17.1K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
110+ 0.88% |
$8.99K - $10.1K
|
12.6K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
107+ 0.74% |
$8.75K - $9.78K
|
14.6K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
101+ 0.3% |
$8.26K - $9.23K
|
33.6K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 4.05% |
$8.17K - $9.14K
|
2.57K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
90+ 4500.0% |
$7.36K - $8.22K
|
92
$7.05K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
86New |
$7.03K - $7.86K
|
86
$6.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
86+ 2.52% |
$7.03K - $7.86K
|
3.5K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
78New |
$6.38K - $7.13K
|
78
$5.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
75+ 1.57% |
$6.13K - $6.85K
|
4.86K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
73+ 1.39% |
$5.97K - $6.67K
|
5.33K
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
72New |
$5.89K - $6.58K
|
72
$5.51K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 0.63% |
$5.39K - $6.03K
|
10.5K
$802K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
65New |
$5.31K - $5.94K
|
65
$4.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
64+ 14.75% |
$5.23K - $5.85K
|
498
$38.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60New |
$4.9K - $5.48K
|
60
$4.59K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54New |
$4.41K - $4.93K
|
54
$4.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
51+ 0.18% |
$4.17K - $4.66K
|
28.6K
$2.19M
|