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 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-5- 45.45% |
$409 - $457
|
6
$459
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6- 0.16% |
$490 - $548
|
3.65K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6- 0.17% |
$490 - $548
|
3.62K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7- 0.24% |
$572 - $640
|
2.97K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.19% |
$736 - $822
|
4.85K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9- 0.07% |
$736 - $822
|
13.2K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 0.13% |
$899 - $1.01K
|
8.34K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-15- 0.12% |
$1.23K - $1.37K
|
12.4K
$948K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-17- 0.37% |
$1.39K - $1.55K
|
4.57K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-19- 33.33% |
$1.55K - $1.74K
|
38
$2.91K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-22- 0.23% |
$1.8K - $2.01K
|
9.4K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22- 0.48% |
$1.8K - $2.01K
|
4.58K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-24- -0.0% |
$1.96K - $2.19K
|
834K
$63.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-29- 0.16% |
$2.37K - $2.65K
|
17.7K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-30- 0.06% |
$2.45K - $2.74K
|
51.6K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-30- 4.69% |
$2.45K - $2.74K
|
610
$46.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-31- 3.19% |
$2.53K - $2.83K
|
941
$72.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34- 20.24% |
$2.78K - $3.11K
|
134
$10.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-38- 0.9% |
$3.11K - $3.47K
|
4.17K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 11.56% |
$3.27K - $3.66K
|
306
$23.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-41- 0.44% |
$3.35K - $3.75K
|
9.2K
$704K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.69% |
$3.51K - $3.93K
|
6.23K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-44- 1.45% |
$3.6K - $4.02K
|
3K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45- 2.35% |
$3.68K - $4.11K
|
1.87K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-47- 1.42% |
$3.84K - $4.29K
|
3.27K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-50- 1.37% |
$4.09K - $4.57K
|
3.61K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-54- 3.85% |
$4.41K - $4.93K
|
1.35K
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-55- 1.46% |
$4.5K - $5.03K
|
3.7K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-60- 2.24% |
$4.9K - $5.48K
|
2.62K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-62- 1.33% |
$5.07K - $5.67K
|
4.6K
$352K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-66- 0.94% |
$5.39K - $6.03K
|
6.92K
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-67- 6.05% |
$5.48K - $6.12K
|
1.04K
$79.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-70- 1.21% |
$5.72K - $6.4K
|
5.71K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-75- 0.89% |
$6.13K - $6.85K
|
8.35K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-75- 1.44% |
$6.13K - $6.85K
|
5.14K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-78- 48.15% |
$6.38K - $7.13K
|
84
$6.43K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-79- 25.99% |
$6.46K - $7.22K
|
225
$17.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-80- 1.35% |
$6.54K - $7.31K
|
5.84K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-85- 3.2% |
$6.95K - $7.77K
|
2.58K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-87- 13.12% |
$7.11K - $7.95K
|
576
$44.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-89- 11.63% |
$7.27K - $8.13K
|
676
$51.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-91- 7.61% |
$7.44K - $8.32K
|
1.11K
$84.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-95- 2.23% |
$7.77K - $8.68K
|
4.17K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 5.59% |
$8.17K - $9.14K
|
1.69K
$129K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-100- 1.61% |
$8.17K - $9.14K
|
6.1K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-101- 60.48% |
$8.26K - $9.23K
|
66
$5.05K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-106- 3.01% |
$8.66K - $9.69K
|
3.41K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-108- 0.48% |
$8.83K - $9.87K
|
22.3K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-109- 0.19% |
$8.91K - $9.96K
|
58.4K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-109- 3.99% |
$8.91K - $9.96K
|
2.62K
$201K
|