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 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4.54K- 0.97% |
$371K - $415K
|
464K
$35.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.56K- 2.29% |
$373K - $417K
|
194K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.73K- 1.29% |
$386K - $432K
|
363K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.77K- 2.15% |
$390K - $436K
|
217K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.04K- 99.9% |
$412K - $460K
|
5
$383
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.08K- 26.19% |
$416K - $465K
|
14.3K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5.12K- 5.06% |
$418K - $467K
|
96K
$7.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5.2K- 2.16% |
$425K - $475K
|
235K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-5.6K- 2.2% |
$458K - $512K
|
249K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.83K- 8.19% |
$476K - $532K
|
65.3K
$5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.88K- 9.93% |
$481K - $537K
|
53.4K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.04K- 1.37% |
$494K - $552K
|
433K
$33.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-6.05K- 2.89% |
$494K - $552K
|
203K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.16K- 8.64% |
$503K - $563K
|
65.1K
$4.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.18K- 4.3% |
$505K - $565K
|
138K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.22K- 7.31% |
$509K - $568K
|
78.9K
$6.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-6.33K- 1.73% |
$518K - $579K
|
360K
$27.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.39K- 2.05% |
$522K - $583K
|
305K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.49K- 2.86% |
$531K - $593K
|
221K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-6.54K- 15.61% |
$534K - $597K
|
35.3K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-6.63K- 16.72% |
$542K - $606K
|
33K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.66K- 23.71% |
$544K - $609K
|
21.4K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 11.18% |
$548K - $612K
|
53.2K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-6.71K- 7.87% |
$548K - $613K
|
78.5K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.74K- 28.35% |
$551K - $616K
|
17K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.77K- 45.65% |
$554K - $619K
|
8.06K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.01K- 26.06% |
$573K - $641K
|
19.9K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-7.11K- 0.68% |
$581K - $650K
|
1.04M
$79.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-7.48K- 3.7% |
$611K - $683K
|
195K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.69K- 1.9% |
$628K - $702K
|
397K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.93K- 9.33% |
$648K - $724K
|
77K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.96K- 0.85% |
$651K - $727K
|
924K
$70.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.16K- 10.51% |
$667K - $745K
|
69.5K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-8.25K- 2.16% |
$675K - $754K
|
373K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.38K- 18.88% |
$685K - $765K
|
36K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.93K- 1.31% |
$730K - $816K
|
674K
$51.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-8.94K- 21.91% |
$731K - $817K
|
31.9K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9.09K- 76.86% |
$743K - $830K
|
2.74K
$209K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-9.38K- 1.76% |
$767K - $857K
|
524K
$40.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.4K- 8.06% |
$768K - $859K
|
107K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.98K- 27.07% |
$816K - $912K
|
26.9K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10.1K- 5.03% |
$825K - $922K
|
190K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.3K- 59.9% |
$839K - $938K
|
6.88K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.73% |
$872K - $975K
|
276K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.8K- 9.3% |
$885K - $989K
|
106K
$8.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-10.9K- 8.45% |
$887K - $992K
|
118K
$9M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-11.1K- 6.84% |
$906K - $1.01M
|
151K
$11.6M
|
|
|
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
$6.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11.2K- 41.63% |
$919K - $1.03M
|
15.8K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.3K- 27.79% |
$927K - $1.04M
|
29.5K
$2.26M
|