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 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
17.8KNew |
$1.46M - $1.63M
|
17.8K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.7K+ 137.77% |
$1.45M - $1.62M
|
30.6K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
17.6KNew |
$1.44M - $1.61M
|
17.6K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
17.1K+ 3.74% |
$1.39M - $1.56M
|
473K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17K+ 7.62% |
$1.39M - $1.56M
|
241K
$21.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
16.9K+ 46.27% |
$1.38M - $1.55M
|
53.5K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.4K+ 3.62% |
$1.34M - $1.49M
|
468K
$41.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 2.35% |
$1.33M - $1.49M
|
709K
$63.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.2KNew |
$1.32M - $1.48M
|
16.2K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16.2K+ 121.78% |
$1.32M - $1.48M
|
29.4K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
16.1K+ 15.86% |
$1.31M - $1.47M
|
117K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.9K+ 10.9% |
$1.3M - $1.45M
|
162K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
15.9K+ 17.94% |
$1.3M - $1.45M
|
105K
$9.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.9K+ 4.45% |
$1.3M - $1.45M
|
373K
$33.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
15.9KNew |
$1.3M - $1.45M
|
15.9K
$1.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.8KNew |
$1.29M - $1.45M
|
15.8K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8K+ 17.9% |
$1.29M - $1.44M
|
104K
$9.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 2.54% |
$1.29M - $1.44M
|
634K
$56.8M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.7KNew |
$1.28M - $1.44M
|
15.7K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4K+ 129.78% |
$1.26M - $1.41M
|
27.4K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.3K+ 11.05% |
$1.25M - $1.4M
|
154K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
15.2K+ 8.12% |
$1.24M - $1.38M
|
202K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15K+ 48.38% |
$1.22M - $1.37M
|
45.9K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.9K+ 309.08% |
$1.22M - $1.37M
|
19.8K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 344.27% |
$1.22M - $1.36M
|
19.2K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.8K+ 198.77% |
$1.21M - $1.35M
|
22.3K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 1.82% |
$1.18M - $1.32M
|
809K
$72.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
14.3K+ 1.0% |
$1.17M - $1.3M
|
1.44M
$129M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14.3K+ 2.86% |
$1.17M - $1.3M
|
512K
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.1K+ 0.48% |
$1.15M - $1.29M
|
2.93M
$262M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14K+ 13.81% |
$1.14M - $1.28M
|
115K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 126.89% |
$1.11M - $1.24M
|
24.3K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.1K+ 26.92% |
$1.07M - $1.2M
|
61.7K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.9K+ 3.34% |
$1.06M - $1.18M
|
400K
$35.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
12.7KNew |
$1.04M - $1.16M
|
12.7K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.7KNew |
$1.04M - $1.16M
|
12.7K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.7K+ 13.35% |
$1.03M - $1.16M
|
107K
$9.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
12.6K+ 2.06% |
$1.03M - $1.15M
|
622K
$55.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12K+ 64.02% |
$981K - $1.1M
|
30.8K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 2.02% |
$976K - $1.09M
|
603K
$54M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.9KNew |
$975K - $1.09M
|
11.9K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11.8K+ 4.56% |
$966K - $1.08M
|
271K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
11.8K+ 51.05% |
$965K - $1.08M
|
34.9K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.8K+ 10.75% |
$964K - $1.08M
|
122K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$957K - $1.07M
|
11.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.4K+ 4.67% |
$936K - $1.05M
|
257K
$23M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
11.4KNew |
$932K - $1.04M
|
11.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 35.39% |
$922K - $1.03M
|
43.2K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$917K - $1.03M
|
11.2K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$908K - $1.01M
|
11.1K
$995K
|