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
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
5+ 0.07% |
$409 - $457
|
6.91K
$619K
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$245 - $274
|
5.67K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$163 - $183
|
9.69K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$163 - $183
|
4.14K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.15% |
$163 - $183
|
1.33K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$163 - $183
|
3.22K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.08% |
$163 - $183
|
2.63K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$81.7 - $91.4
|
93.9K
$8.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.21% |
$81.7 - $91.4
|
487
$43.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$81.7 - $91.4
|
5.63K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1+ 0.01% |
$81.7 - $91.4
|
8.1K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$81.7 - $91.4
|
546
$48.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.02% |
$81.7 - $91.4
|
5.02K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1+ 0.02% |
$81.7 - $91.4
|
4.72K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.87% |
$81.7 - $91.4
|
116
$10.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1- 0.04% |
$81.7 - $91.4
|
2.66K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.01% |
$81.7 - $91.4
|
7.69K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2- 0.06% |
$163 - $183
|
3.09K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3- 0.09% |
$245 - $274
|
3.17K
$284K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.03% |
$245 - $274
|
11K
$985K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-5- 45.45% |
$409 - $457
|
6
$538
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6- 0.17% |
$490 - $548
|
3.62K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6- 0.16% |
$490 - $548
|
3.65K
$327K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7- 0.24% |
$572 - $640
|
2.97K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9- 0.07% |
$736 - $822
|
13.2K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.19% |
$736 - $822
|
4.85K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 0.13% |
$899 - $1.01K
|
8.34K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-15- 0.12% |
$1.23K - $1.37K
|
12.4K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-17- 0.37% |
$1.39K - $1.55K
|
4.57K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-19- 33.33% |
$1.55K - $1.74K
|
38
$3.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22- 0.48% |
$1.8K - $2.01K
|
4.58K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-22- 0.23% |
$1.8K - $2.01K
|
9.4K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-24- -0.0% |
$1.96K - $2.19K
|
834K
$74.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-29- 0.16% |
$2.37K - $2.65K
|
17.7K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-30- 4.69% |
$2.45K - $2.74K
|
610
$54.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-30- 0.06% |
$2.45K - $2.74K
|
51.6K
$4.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-31- 3.19% |
$2.53K - $2.83K
|
941
$84.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34- 20.24% |
$2.78K - $3.11K
|
134
$12K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-38- 0.9% |
$3.11K - $3.47K
|
4.17K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 11.56% |
$3.27K - $3.66K
|
306
$27.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-41- 0.44% |
$3.35K - $3.75K
|
9.2K
$824K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.69% |
$3.51K - $3.93K
|
6.23K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-44- 1.45% |
$3.6K - $4.02K
|
3K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45- 2.35% |
$3.68K - $4.11K
|
1.87K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-47- 1.42% |
$3.84K - $4.29K
|
3.27K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-50- 1.37% |
$4.09K - $4.57K
|
3.61K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-54- 3.85% |
$4.41K - $4.93K
|
1.35K
$121K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-55- 1.46% |
$4.5K - $5.03K
|
3.7K
$332K
|