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 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2.14K- 18.05% |
$175K - $196K
|
9.73K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2.2K- 0.83% |
$180K - $201K
|
261K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.21K- 41.76% |
$180K - $202K
|
3.08K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.22K- 12.64% |
$181K - $203K
|
15.3K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.25K- 6.21% |
$184K - $205K
|
33.9K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.29K- 9.91% |
$187K - $209K
|
20.8K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.29K- 8.87% |
$187K - $209K
|
23.5K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-2.3K- 1.52% |
$188K - $210K
|
149K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.33K- 3.04% |
$190K - $213K
|
74.4K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.34K- 90.48% |
$191K - $214K
|
246
$18.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 14.68% |
$192K - $214K
|
13.6K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.35K- 2.95% |
$192K - $215K
|
77.5K
$5.94M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.39K- 5.46% |
$195K - $218K
|
41.4K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.39K- 2.32% |
$196K - $219K
|
101K
$7.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 29.02% |
$207K - $231K
|
6.19K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-2.56K- 43.01% |
$209K - $234K
|
3.39K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.56K- 1.32% |
$209K - $234K
|
192K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.62K- 50.69% |
$214K - $239K
|
2.54K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.66K- 4.44% |
$217K - $243K
|
57.2K
$4.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.71K- 27.38% |
$222K - $248K
|
7.19K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.72K- 40.46% |
$223K - $249K
|
4.01K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.76K- 3.32% |
$226K - $252K
|
80.3K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-2.81K- 3.03% |
$230K - $257K
|
89.9K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.87K- 18.35% |
$235K - $262K
|
12.8K
$979K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.94K- 2.5% |
$240K - $269K
|
115K
$8.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.06K- 4.68% |
$250K - $279K
|
62.3K
$4.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.07K- 4.2% |
$251K - $281K
|
70.1K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.12K- 1.22% |
$255K - $285K
|
252K
$19.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.26K- 11.5% |
$267K - $298K
|
25.1K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-3.42K- 3.87% |
$280K - $313K
|
85.1K
$6.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.44K- 0.07% |
$282K - $315K
|
4.64M
$355M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.49K- 1.9% |
$285K - $319K
|
180K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-3.55K- 11.53% |
$290K - $324K
|
27.3K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.55K- 1.69% |
$290K - $325K
|
207K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.61K- 7.02% |
$295K - $330K
|
47.8K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.62K- 14.12% |
$296K - $331K
|
22K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.77K- 2.45% |
$308K - $344K
|
150K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.82K- 6.02% |
$312K - $349K
|
59.6K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.84K- 10.82% |
$314K - $351K
|
31.6K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.87K- 1.45% |
$317K - $354K
|
262K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.96K- 17.64% |
$324K - $362K
|
18.5K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.02K- 1.28% |
$329K - $367K
|
309K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.04K- 2.35% |
$331K - $370K
|
168K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.06K- 1.96% |
$332K - $371K
|
203K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.08K- 7.47% |
$333K - $373K
|
50.5K
$3.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.1K- 8.22% |
$335K - $374K
|
45.8K
$3.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4.17K- 8.77% |
$341K - $381K
|
43.3K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-4.25K- 5.73% |
$348K - $389K
|
69.9K
$5.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-4.4K- 3.16% |
$360K - $402K
|
135K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.44K- 1.06% |
$363K - $405K
|
415K
$31.8M
|