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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-110- -0.0% |
$8.99K - $10.1K
|
5.55M
$425M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-114- 0.26% |
$9.32K - $10.4K
|
44.5K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-118- 3.67% |
$9.65K - $10.8K
|
3.1K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-121- 1.83% |
$9.89K - $11.1K
|
6.48K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.91% |
$10.3K - $11.5K
|
6.47K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-130- 2.3% |
$10.6K - $11.9K
|
5.53K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-131- 3.74% |
$10.7K - $12K
|
3.37K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-132- 2.99% |
$10.8K - $12.1K
|
4.29K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-137- 1.58% |
$11.2K - $12.5K
|
8.52K
$653K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-137- 4.21% |
$11.2K - $12.5K
|
3.11K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-139- 2.5% |
$11.4K - $12.7K
|
5.42K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140- 1.24% |
$11.4K - $12.8K
|
11.2K
$854K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-141- 3.52% |
$11.5K - $12.9K
|
3.87K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-145- 57.54% |
$11.9K - $13.3K
|
107
$8.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 0.32% |
$11.9K - $13.3K
|
44.9K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-152- 0.28% |
$12.4K - $13.9K
|
54.2K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-156- 3.11% |
$12.8K - $14.3K
|
4.86K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-159- 5.42% |
$13K - $14.5K
|
2.78K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-164- 3.06% |
$13.4K - $15K
|
5.19K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-165- 3.38% |
$13.5K - $15.1K
|
4.72K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-167- 3.17% |
$13.7K - $15.3K
|
5.1K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-180- 0.77% |
$14.7K - $16.4K
|
23.2K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-182- 2.75% |
$14.9K - $16.6K
|
6.43K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-184- 31.94% |
$15K - $16.8K
|
392
$30K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-188- 0.7% |
$15.4K - $17.2K
|
26.8K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-193- 3.25% |
$15.8K - $17.6K
|
5.75K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-196- 17.33% |
$16K - $17.9K
|
935
$71.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-199- 35.73% |
$16.3K - $18.2K
|
358
$27.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-201- 0.26% |
$16.4K - $18.4K
|
78.5K
$6.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-203- 2.27% |
$16.6K - $18.6K
|
8.72K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-210- 2.84% |
$17.2K - $19.2K
|
7.19K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-214- 7.28% |
$17.5K - $19.6K
|
2.73K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-214- 0.3% |
$17.5K - $19.6K
|
70.8K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-220- 8.33% |
$18K - $20.1K
|
2.42K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-221- 2.05% |
$18.1K - $20.2K
|
10.6K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-243- 0.8% |
$19.9K - $22.2K
|
30.2K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-249- 5.71% |
$20.4K - $22.8K
|
4.11K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-254- 1.27% |
$20.8K - $23.2K
|
19.8K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-255- 0.29% |
$20.8K - $23.3K
|
88.6K
$6.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-260- 25.64% |
$21.3K - $23.8K
|
754
$57.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-270- 2.22% |
$22.1K - $24.7K
|
11.9K
$912K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-272- 2.2% |
$22.2K - $24.9K
|
12.1K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-284- 0.65% |
$23.2K - $26K
|
43.4K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-286- 8.17% |
$23.4K - $26.1K
|
3.21K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-286- 11.09% |
$23.4K - $26.1K
|
2.29K
$176K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-290- 7.06% |
$23.7K - $26.5K
|
3.82K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-296- 13.41% |
$24.2K - $27K
|
1.91K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-300- 4.88% |
$24.5K - $27.4K
|
5.85K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-305- 15.86% |
$24.9K - $27.9K
|
1.62K
$124K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-308- 4.55% |
$25.2K - $28.1K
|
6.46K
$495K
|