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 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
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.7KNew |
$879K - $982K
|
10.7K
$963K
|
|
|
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
$11.4M
|
|
|
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
$922K
|
|
|
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
$13.3M
|
|
|
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
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.8K+ 10.13% |
$801K - $895K
|
107K
$9.54M
|
|
|
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
$876K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.75K+ 4.77% |
$797K - $891K
|
214K
$19.2M
|
|
|
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
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.1KNew |
$744K - $832K
|
9.1K
$816K
|
|
|
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
$3.18M
|
|
|
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
$768K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.31KNew |
$679K - $759K
|
8.31K
$744K
|
|
|
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
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 6.32% |
$664K - $743K
|
137K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.93K+ 18.64% |
$648K - $724K
|
50.5K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.92K+ 36.37% |
$648K - $724K
|
29.7K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.91KNew |
$646K - $722K
|
7.91K
$708K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.6K+ 23.7% |
$621K - $695K
|
39.7K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.56KNew |
$618K - $690K
|
7.56K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.35K+ 7.71% |
$601K - $672K
|
103K
$9.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.08K+ 134.07% |
$578K - $647K
|
12.4K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
7K+ 12.2% |
$572K - $640K
|
64.4K
$5.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.63K+ 263.3% |
$542K - $606K
|
9.15K
$820K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.61KNew |
$541K - $604K
|
6.61K
$592K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.51KNew |
$532K - $595K
|
6.51K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.46K+ 14.38% |
$528K - $591K
|
51.4K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.33KNew |
$517K - $578K
|
6.33K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.33K+ 4.75% |
$517K - $578K
|
140K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
6.32K+ 20.77% |
$516K - $577K
|
36.7K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$501K - $560K
|
6.13K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.13K+ 3.75% |
$501K - $560K
|
170K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.96K+ 16.25% |
$487K - $544K
|
42.6K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
5.94K+ 4.11% |
$486K - $543K
|
151K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$531K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.9K+ 7.71% |
$482K - $539K
|
82.4K
$7.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.88KNew |
$480K - $537K
|
5.88K
$526K
|