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 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-310- 81.15% |
$25.3K - $28.3K
|
72
$5.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-311- 8.97% |
$25.4K - $28.4K
|
3.16K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-329- 2.97% |
$26.9K - $30.1K
|
10.7K
$823K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-330- 29.95% |
$27K - $30.2K
|
772
$59.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-341- 2.37% |
$27.9K - $31.2K
|
14K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-348- 0.64% |
$28.4K - $31.8K
|
53.9K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-355- 4.85% |
$29K - $32.4K
|
6.97K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-356- 3.97% |
$29.1K - $32.5K
|
8.62K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-358- 6.29% |
$29.3K - $32.7K
|
5.33K
$408K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-358- 2.86% |
$29.3K - $32.7K
|
12.1K
$930K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-371- 4.96% |
$30.3K - $33.9K
|
7.1K
$544K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-380- 6.23% |
$31.1K - $34.7K
|
5.72K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-385- 6.21% |
$31.5K - $35.2K
|
5.81K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 3.0% |
$31.8K - $35.5K
|
12.6K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-400- 6.46% |
$32.7K - $36.6K
|
5.8K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-405- 2.33% |
$33.1K - $37K
|
17K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-407- 3.49% |
$33.3K - $37.2K
|
11.3K
$863K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-417- 4.28% |
$34.1K - $38.1K
|
9.33K
$714K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-417- 8.43% |
$34.1K - $38.1K
|
4.53K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-418- 2.51% |
$34.2K - $38.2K
|
16.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-447- 5.79% |
$36.5K - $40.8K
|
7.27K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-451- 52.63% |
$36.9K - $41.2K
|
406
$31.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-455- 6.28% |
$37.2K - $41.6K
|
6.79K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-486- 2.15% |
$39.7K - $44.4K
|
22.1K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-503- 5.3% |
$41.1K - $46K
|
8.98K
$688K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-520- 1.83% |
$42.5K - $47.5K
|
27.8K
$2.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-532- 2.75% |
$43.5K - $48.6K
|
18.8K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-537- 3.44% |
$43.9K - $49.1K
|
15.1K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-549- 8.76% |
$44.9K - $50.2K
|
5.72K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-556- 2.51% |
$45.4K - $50.8K
|
21.6K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-572- 11.97% |
$46.8K - $52.3K
|
4.21K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-597- 4.88% |
$48.8K - $54.6K
|
11.6K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-618- 3.12% |
$50.5K - $56.5K
|
19.2K
$1.47M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-626- 0.35% |
$51.2K - $57.2K
|
178K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-634- 1.4% |
$51.8K - $57.9K
|
44.6K
$3.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-652- 4.03% |
$53.3K - $59.6K
|
15.5K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-656- 10.94% |
$53.6K - $59.9K
|
5.34K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-672- 17.5% |
$54.9K - $61.4K
|
3.17K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-691- 10.02% |
$56.5K - $63.1K
|
6.2K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-753- 1.15% |
$61.6K - $68.8K
|
64.7K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-771- 5.08% |
$63K - $70.5K
|
14.4K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-790- 6.44% |
$64.6K - $72.2K
|
11.5K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-791- 3.26% |
$64.7K - $72.3K
|
23.4K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-824- 5.28% |
$67.4K - $75.3K
|
14.8K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-829- 0.79% |
$67.8K - $75.8K
|
104K
$7.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-866- 4.89% |
$70.8K - $79.1K
|
16.8K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-873- 1.96% |
$71.4K - $79.8K
|
43.6K
$3.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-877- 17.64% |
$71.7K - $80.1K
|
4.09K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-880- 12.8% |
$71.9K - $80.4K
|
6K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-888- 1.42% |
$72.6K - $81.1K
|
61.8K
$4.73M
|