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
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23.9K+ 8.77% |
$1.96M - $2.19M
|
297K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.3K+ 72.75% |
$1.91M - $2.13M
|
55.4K
$4.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.8K+ 118.39% |
$1.86M - $2.08M
|
42K
$3.77M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 54.37% |
$1.81M - $2.02M
|
62.8K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9K+ 15.95% |
$1.79M - $2.01M
|
160K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
21.8KNew |
$1.78M - $1.99M
|
21.8K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.3K+ 2.02% |
$1.74M - $1.95M
|
1.08M
$96.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 6.36% |
$1.71M - $1.92M
|
351K
$31.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21KNew |
$1.71M - $1.92M
|
21K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.4K+ 4.57% |
$1.67M - $1.86M
|
466K
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
20.2K+ 28.9% |
$1.65M - $1.85M
|
90.2K
$8.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
19.4KNew |
$1.58M - $1.77M
|
19.4K
$1.74M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
19.3K+ 226.47% |
$1.58M - $1.76M
|
27.8K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
19.3KNew |
$1.57M - $1.76M
|
19.3K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
19.2K+ 12.32% |
$1.57M - $1.76M
|
175K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.2KNew |
$1.57M - $1.75M
|
19.2K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19KNew |
$1.55M - $1.74M
|
19K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18K+ 20.05% |
$1.47M - $1.64M
|
108K
$9.65M
|
|
|
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
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.4K+ 3.62% |
$1.34M - $1.49M
|
468K
$42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 2.35% |
$1.33M - $1.49M
|
709K
$63.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16.2K+ 121.78% |
$1.32M - $1.48M
|
29.4K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.2KNew |
$1.32M - $1.48M
|
16.2K
$1.45M
|
|
|
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
$9.37M
|
|
|
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
$9.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 2.54% |
$1.29M - $1.44M
|
634K
$56.9M
|
|
|
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
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
15KNew |
$1.23M - $1.37M
|
15K
$1.35M
|
|
|
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
$72.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.4K+ 6.29% |
$1.18M - $1.31M
|
243K
$21.8M
|
|
|
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
$46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.1K+ 0.48% |
$1.15M - $1.29M
|
2.93M
$263M
|