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 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-597- 4.88% |
$48.8K - $54.6K
|
11.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-618- 3.12% |
$50.5K - $56.5K
|
19.2K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-634- 1.4% |
$51.8K - $57.9K
|
44.6K
$3.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-652- 4.03% |
$53.3K - $59.6K
|
15.5K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-656- 10.94% |
$53.6K - $59.9K
|
5.34K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-672- 17.5% |
$54.9K - $61.4K
|
3.17K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-691- 10.02% |
$56.5K - $63.1K
|
6.2K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-753- 1.15% |
$61.6K - $68.8K
|
64.7K
$5.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-771- 5.08% |
$63K - $70.5K
|
14.4K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-790- 6.44% |
$64.6K - $72.2K
|
11.5K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-791- 3.26% |
$64.7K - $72.3K
|
23.4K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-824- 5.28% |
$67.4K - $75.3K
|
14.8K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-829- 0.79% |
$67.8K - $75.8K
|
104K
$9.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-866- 4.89% |
$70.8K - $79.1K
|
16.8K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-873- 1.96% |
$71.4K - $79.8K
|
43.6K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-877- 17.64% |
$71.7K - $80.1K
|
4.09K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-880- 12.8% |
$71.9K - $80.4K
|
6K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-888- 1.42% |
$72.6K - $81.1K
|
61.8K
$5.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-895- 13.31% |
$73.2K - $81.8K
|
5.83K
$522K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-909- 1.88% |
$74.3K - $83.1K
|
47.4K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-918- 10.05% |
$75K - $83.9K
|
8.21K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-946- 1.12% |
$77.3K - $86.4K
|
83.2K
$7.46M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-953- 5.23% |
$77.9K - $87.1K
|
17.3K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-969- 2.01% |
$79.2K - $88.5K
|
47.2K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-970- 9.9% |
$79.3K - $88.6K
|
8.83K
$791K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-984- 6.99% |
$80.4K - $89.9K
|
13.1K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1K- 6.56% |
$81.9K - $91.6K
|
14.3K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.07K- 2.55% |
$87.4K - $97.7K
|
40.8K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.09K- 4.45% |
$88.9K - $99.3K
|
23.3K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.2K- 1.52% |
$98.1K - $110K
|
77.8K
$6.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.23K- 10.16% |
$101K - $112K
|
10.9K
$975K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.25K- 3.59% |
$102K - $114K
|
33.4K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.72% |
$102K - $114K
|
44.7K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.27K- 5.79% |
$103K - $116K
|
20.6K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.27K- 2.5% |
$104K - $116K
|
49.5K
$4.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 11.47% |
$105K - $117K
|
9.89K
$886K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.29K- 14.96% |
$105K - $118K
|
7.31K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.29K- 0.31% |
$106K - $118K
|
412K
$36.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.3K- 1.72% |
$107K - $119K
|
74.7K
$6.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.32K- 20.97% |
$108K - $121K
|
4.99K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.33K- 7.83% |
$108K - $121K
|
15.6K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.42K- 28.9% |
$116K - $130K
|
3.49K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.42K- 4.53% |
$116K - $130K
|
29.9K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.48K- 5.59% |
$121K - $135K
|
25K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.49K- 1.94% |
$121K - $136K
|
75.1K
$6.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.52K- 5.98% |
$124K - $139K
|
23.8K
$2.14M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.53K- 4.31% |
$125K - $140K
|
33.9K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.54K- 8.34% |
$126K - $141K
|
17K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.79% |
$128K - $143K
|
54.7K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.6K- 36.52% |
$130K - $146K
|
2.77K
$248K
|