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 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
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.1K+ 26.92% |
$1.07M - $1.2M
|
61.7K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.9K+ 3.34% |
$1.06M - $1.18M
|
400K
$35.9M
|
|
|
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
$9.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
12.6K+ 2.06% |
$1.03M - $1.15M
|
622K
$55.8M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
12.2KNew |
$995K - $1.11M
|
12.2K
$1.09M
|
|
|
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
$54.1M
|
|
|
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
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
11.7KNew |
$953K - $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
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
11K+ 4.73% |
$901K - $1.01M
|
244K
$21.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11KNew |
$899K - $1.01M
|
11K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.7KNew |
$879K - $982K
|
10.7K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 51.69% |
$875K - $978K
|
31.4K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
10.4K+ 4.85% |
$851K - $952K
|
225K
$20.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10.4K+ 8.87% |
$851K - $951K
|
128K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.3K+ 7.92% |
$843K - $942K
|
140K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3KNew |
$841K - $941K
|
10.3K
$923K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2K+ 29.28% |
$837K - $936K
|
45.2K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 7.13% |
$810K - $905K
|
149K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.89K+ 186.76% |
$808K - $903K
|
15.2K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.81K+ 211.4% |
$802K - $896K
|
14.4K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.8K+ 10.13% |
$801K - $895K
|
107K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.79K+ 41.01% |
$800K - $894K
|
33.7K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
9.77KNew |
$799K - $893K
|
9.77K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.75K+ 4.77% |
$797K - $891K
|
214K
$19.2M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9.71K+ 108.46% |
$794K - $887K
|
18.7K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.25K+ 14.44% |
$756K - $845K
|
73.3K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.22KNew |
$754K - $843K
|
9.22K
$827K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.1KNew |
$744K - $832K
|
9.1K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.86K+ 6.39% |
$724K - $809K
|
147K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.75K+ 32.68% |
$715K - $800K
|
35.5K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.6K+ 84.81% |
$703K - $786K
|
18.7K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.57KNew |
$701K - $783K
|
8.57K
$769K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.51KNew |
$696K - $778K
|
8.51K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.31KNew |
$679K - $759K
|
8.31K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
8.25K+ 5.22% |
$674K - $754K
|
166K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
8.2KNew |
$670K - $749K
|
8.2K
$735K
|