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
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-60- 2.24% |
$4.9K - $5.48K
|
2.62K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-62- 1.33% |
$5.07K - $5.67K
|
4.6K
$412K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-66- 0.94% |
$5.39K - $6.03K
|
6.92K
$620K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-67- 6.05% |
$5.48K - $6.12K
|
1.04K
$93.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-75- 0.89% |
$6.13K - $6.85K
|
8.35K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-75- 1.44% |
$6.13K - $6.85K
|
5.14K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-78- 48.15% |
$6.38K - $7.13K
|
84
$7.53K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-79- 25.99% |
$6.46K - $7.22K
|
225
$20.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-80- 1.35% |
$6.54K - $7.31K
|
5.84K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-85- 3.2% |
$6.95K - $7.77K
|
2.58K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-87- 13.12% |
$7.11K - $7.95K
|
576
$51.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-89- 11.63% |
$7.27K - $8.13K
|
676
$60.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-91- 7.61% |
$7.44K - $8.32K
|
1.11K
$99K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-95- 2.23% |
$7.77K - $8.68K
|
4.17K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-100- 1.61% |
$8.17K - $9.14K
|
6.1K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 5.59% |
$8.17K - $9.14K
|
1.69K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-101- 60.48% |
$8.26K - $9.23K
|
66
$5.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-106- 3.01% |
$8.66K - $9.69K
|
3.41K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-108- 0.48% |
$8.83K - $9.87K
|
22.3K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-109- 0.19% |
$8.91K - $9.96K
|
58.4K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-109- 3.99% |
$8.91K - $9.96K
|
2.62K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-110- -0.0% |
$8.99K - $10.1K
|
5.55M
$497M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-114- 0.26% |
$9.32K - $10.4K
|
44.5K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-118- 3.67% |
$9.65K - $10.8K
|
3.1K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-121- 1.83% |
$9.89K - $11.1K
|
6.48K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.91% |
$10.3K - $11.5K
|
6.47K
$580K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-130- 2.3% |
$10.6K - $11.9K
|
5.53K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-131- 3.74% |
$10.7K - $12K
|
3.37K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-132- 2.99% |
$10.8K - $12.1K
|
4.29K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-137- 4.21% |
$11.2K - $12.5K
|
3.11K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-137- 1.58% |
$11.2K - $12.5K
|
8.52K
$763K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-139- 2.5% |
$11.4K - $12.7K
|
5.42K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140- 1.24% |
$11.4K - $12.8K
|
11.2K
$999K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-141- 3.52% |
$11.5K - $12.9K
|
3.87K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-145- 57.54% |
$11.9K - $13.3K
|
107
$9.59K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 0.32% |
$11.9K - $13.3K
|
44.9K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-152- 0.28% |
$12.4K - $13.9K
|
54.2K
$4.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-156- 3.11% |
$12.8K - $14.3K
|
4.86K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-159- 5.42% |
$13K - $14.5K
|
2.78K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-164- 3.06% |
$13.4K - $15K
|
5.19K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-165- 3.38% |
$13.5K - $15.1K
|
4.72K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-167- 3.17% |
$13.7K - $15.3K
|
5.1K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-180- 0.77% |
$14.7K - $16.4K
|
23.2K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-182- 2.75% |
$14.9K - $16.6K
|
6.43K
$576K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-184- 31.94% |
$15K - $16.8K
|
392
$35.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-193- 3.25% |
$15.8K - $17.6K
|
5.75K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-196- 17.33% |
$16K - $17.9K
|
935
$83.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-199- 35.73% |
$16.3K - $18.2K
|
358
$32.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-201- 0.26% |
$16.4K - $18.4K
|
78.5K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-203- 2.27% |
$16.6K - $18.6K
|
8.72K
$781K
|