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
|
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
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.2K- 37.95% |
$2.87M - $3.21M
|
57.5K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-35.7K- 11.65% |
$2.92M - $3.26M
|
271K
$24.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 6.52% |
$3.1M - $3.46M
|
543K
$48.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-38.7K- 88.81% |
$3.16M - $3.54M
|
4.88K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40.4K- 11.95% |
$3.3M - $3.69M
|
297K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44.2K- 8.2% |
$3.62M - $4.04M
|
495K
$44.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.7K- 11.02% |
$3.66M - $4.09M
|
361K
$32.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-45.7K- 10.83% |
$3.74M - $4.18M
|
377K
$33.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-46.9K- 35.45% |
$3.84M - $4.29M
|
85.5K
$7.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-52.7K- 38.89% |
$4.3M - $4.81M
|
82.8K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-59.6K- 89.13% |
$4.87M - $5.45M
|
7.27K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-63.2K- 48.34% |
$5.16M - $5.77M
|
67.5K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-65.8K- 70.61% |
$5.38M - $6.02M
|
27.4K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-73.1K- 10.86% |
$5.97M - $6.68M
|
600K
$53.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-75K- 5.82% |
$6.13M - $6.85M
|
1.21M
$109M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-76.5K- 33.31% |
$6.26M - $6.99M
|
153K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-88.6K- 86.39% |
$7.24M - $8.09M
|
13.9K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-97.4K- 44.89% |
$7.96M - $8.9M
|
119K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-103K- 6.44% |
$8.42M - $9.41M
|
1.5M
$134M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-131K- 57.99% |
$10.7M - $12M
|
94.8K
$8.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-137K- 4.06% |
$11.2M - $12.5M
|
3.23M
$290M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-144K- 9.71% |
$11.8M - $13.2M
|
1.34M
$120M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-147K- 11.82% |
$12M - $13.4M
|
1.1M
$98.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-154K- 53.4% |
$12.6M - $14M
|
134K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-227K- 52.63% |
$18.6M - $20.8M
|
204K
$18.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-238K- 44.4% |
$19.5M - $21.8M
|
299K
$26.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-242K- 10.63% |
$19.8M - $22.1M
|
2.04M
$183M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-287K- 86.88% |
$23.4M - $26.2M
|
43.3K
$3.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-304K- 8.77% |
$24.9M - $27.8M
|
3.17M
$284M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-359K- 35.49% |
$29.4M - $32.8M
|
653K
$58.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-468K- 27.59% |
$38.3M - $42.8M
|
1.23M
$110M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-491K- 2.38% |
$40.1M - $44.8M
|
20.1M
$1.81B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-535K- 94.11% |
$43.8M - $48.9M
|
33.5K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-913K- 14.08% |
$74.6M - $83.4M
|
5.57M
$500M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-930K- 7.05% |
$76M - $84.9M
|
12.2M
$1.1B
|