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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.16K- 10.51% |
$667K - $745K
|
69.5K
$6.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-8.25K- 2.16% |
$675K - $754K
|
373K
$33.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.38K- 18.88% |
$685K - $765K
|
36K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.93K- 1.31% |
$730K - $816K
|
674K
$60.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-8.94K- 21.91% |
$731K - $817K
|
31.9K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9.09K- 76.86% |
$743K - $830K
|
2.74K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.4K- 8.06% |
$768K - $859K
|
107K
$9.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.98K- 27.07% |
$816K - $912K
|
26.9K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10.1K- 5.03% |
$825K - $922K
|
190K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.3K- 59.9% |
$839K - $938K
|
6.88K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.73% |
$872K - $975K
|
276K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.8K- 9.3% |
$885K - $989K
|
106K
$9.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-10.9K- 8.45% |
$887K - $992K
|
118K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-11.1K- 6.84% |
$906K - $1.01M
|
151K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 12.28% |
$913K - $1.02M
|
79.8K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11.2K- 41.63% |
$919K - $1.03M
|
15.8K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.3K- 27.79% |
$927K - $1.04M
|
29.5K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.3K- 12.79% |
$927K - $1.04M
|
77.3K
$6.93M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-11.6K- 8.17% |
$951K - $1.06M
|
131K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-11.7K- 3.05% |
$958K - $1.07M
|
373K
$33.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-11.9K- 31.2% |
$976K - $1.09M
|
26.3K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-12.1K- 3.11% |
$987K - $1.1M
|
376K
$33.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-12.3K- 35.64% |
$1.01M - $1.13M
|
22.2K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.8K- 8.84% |
$1.04M - $1.17M
|
132K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13K- 5.57% |
$1.07M - $1.19M
|
221K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-13.2K- 10.77% |
$1.08M - $1.21M
|
109K
$9.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-13.6K- 33.1% |
$1.11M - $1.24M
|
27.5K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-13.8K- 4.8% |
$1.13M - $1.26M
|
274K
$24.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-15.5K- 18.39% |
$1.27M - $1.42M
|
68.8K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15.9K- 88.02% |
$1.3M - $1.46M
|
2.17K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.3K- 17.48% |
$1.33M - $1.49M
|
77.1K
$6.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.4K- 27.72% |
$1.5M - $1.68M
|
47.9K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.2K- 64.89% |
$1.57M - $1.76M
|
10.4K
$931K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.4K- 10.24% |
$1.59M - $1.77M
|
170K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20.7K- 10.02% |
$1.69M - $1.89M
|
185K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-20.8K- 40.47% |
$1.7M - $1.9M
|
30.6K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-21.6K- 27.22% |
$1.76M - $1.97M
|
57.7K
$5.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-22.4K- 4.57% |
$1.83M - $2.05M
|
469K
$42M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22.8K- 1.85% |
$1.87M - $2.09M
|
1.21M
$108M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-23.1K- 10.06% |
$1.89M - $2.11M
|
207K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 43.4% |
$1.93M - $2.16M
|
30.8K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.8K- 44.26% |
$1.95M - $2.18M
|
30K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.5K- 98.29% |
$2M - $2.23M
|
426
$38.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-26.8K- 45.52% |
$2.19M - $2.45M
|
32.1K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.1K- 16.25% |
$2.21M - $2.47M
|
140K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-31.9K- 11.27% |
$2.61M - $2.92M
|
251K
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-33.1K- 11.4% |
$2.71M - $3.03M
|
257K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.6K- 9.44% |
$2.75M - $3.07M
|
323K
$28.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-34.6K- 29.65% |
$2.83M - $3.16M
|
82K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.2K- 37.95% |
$2.87M - $3.21M
|
57.5K
$5.15M
|