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 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
110+ 0.88% |
$8.99K - $10.1K
|
12.6K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
107+ 0.74% |
$8.75K - $9.78K
|
14.6K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
101+ 0.3% |
$8.26K - $9.23K
|
33.6K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 4.05% |
$8.17K - $9.14K
|
2.57K
$230K
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
96New |
$7.85K - $8.77K
|
96
$8.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
90+ 4500.0% |
$7.36K - $8.22K
|
92
$8.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
86+ 2.52% |
$7.03K - $7.86K
|
3.5K
$314K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
86New |
$7.03K - $7.86K
|
86
$7.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
78New |
$6.38K - $7.13K
|
78
$7K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
75+ 1.57% |
$6.13K - $6.85K
|
4.86K
$436K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
73+ 1.39% |
$5.97K - $6.67K
|
5.33K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
72New |
$5.89K - $6.58K
|
72
$6.46K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 0.63% |
$5.39K - $6.03K
|
10.5K
$940K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
65New |
$5.31K - $5.94K
|
65
$5.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
64+ 14.75% |
$5.23K - $5.85K
|
498
$44.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60New |
$4.9K - $5.48K
|
60
$5.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54New |
$4.41K - $4.93K
|
54
$4.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
51+ 0.18% |
$4.17K - $4.66K
|
28.6K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
50+ 0.03% |
$4.09K - $4.57K
|
158K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 1.17% |
$3.43K - $3.84K
|
3.63K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
40New |
$3.27K - $3.66K
|
40
$3.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
40+ 4.42% |
$3.27K - $3.66K
|
944
$84.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
39New |
$3.19K - $3.56K
|
39
$3.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
37+ 0.11% |
$3.02K - $3.38K
|
33.2K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$2.94K - $3.29K
|
36
$3.23K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
35New |
$2.86K - $3.2K
|
35
$3.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
31New |
$2.53K - $2.83K
|
31
$2.78K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
30+ 0.13% |
$2.45K - $2.74K
|
22.8K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
28+ 0.3% |
$2.29K - $2.56K
|
9.26K
$830K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 9.09% |
$2.04K - $2.28K
|
300
$26.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21+ 0.16% |
$1.72K - $1.92K
|
13.5K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
20New |
$1.63K - $1.83K
|
20
$1.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20New |
$1.63K - $1.83K
|
20
$1.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17+ 0.25% |
$1.39K - $1.55K
|
6.74K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
14+ 0.1% |
$1.14K - $1.28K
|
13.9K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
11+ 0.18% |
$899 - $1.01K
|
6.14K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.12% |
$817 - $914
|
8.18K
$733K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.18% |
$817 - $914
|
5.44K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
10New |
$817 - $914
|
10
$897
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 60.0% |
$736 - $822
|
24
$2.15K
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7+ 0.18% |
$572 - $640
|
3.97K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$572 - $640
|
3.8K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.13% |
$572 - $640
|
5.22K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.2% |
$490 - $548
|
3.03K
$271K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$490 - $548
|
3.58K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.19% |
$409 - $457
|
2.64K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.14% |
$409 - $457
|
3.7K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
5+ 0.07% |
$409 - $457
|
6.91K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.02% |
$327 - $366
|
20.4K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.16% |
$327 - $366
|
2.45K
$219K
|