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 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 6.32% |
$664K - $743K
|
137K
$12.3M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.93KNew |
$648K - $725K
|
7.93K
$711K
|
|
|
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
$709K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.6K+ 23.7% |
$621K - $695K
|
39.7K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.56KNew |
$618K - $690K
|
7.56K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.35K+ 7.71% |
$601K - $672K
|
103K
$9.2M
|
|
|
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
$5.78M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
6.97KNew |
$570K - $637K
|
6.97K
$625K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.78KNew |
$555K - $620K
|
6.78K
$608K
|
|
|
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
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.51KNew |
$532K - $595K
|
6.51K
$584K
|
|
|
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
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.33K+ 4.75% |
$517K - $578K
|
140K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.33KNew |
$517K - $578K
|
6.33K
$567K
|
|
|
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
$550K
|
|
|
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
$532K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$532K
|
|
|
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
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.83K+ 171.53% |
$477K - $533K
|
9.23K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
5.83K+ 39.51% |
$476K - $533K
|
20.6K
$1.85M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5.83K+ 2.93% |
$476K - $532K
|
204K
$18.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.82K+ 6.48% |
$476K - $532K
|
95.6K
$8.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.8KNew |
$474K - $530K
|
5.8K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.7K+ 46.16% |
$466K - $521K
|
18K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.69KNew |
$465K - $520K
|
5.69K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.68K+ 78.7% |
$464K - $519K
|
12.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.59KNew |
$457K - $510K
|
5.59K
$501K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.56K+ 3.63% |
$455K - $508K
|
159K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.44K+ 4.72% |
$444K - $497K
|
121K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
5.36K+ 1.61% |
$438K - $490K
|
338K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.24KNew |
$428K - $479K
|
5.24K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.1KNew |
$416K - $466K
|
5.1K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.98KNew |
$407K - $455K
|
4.98K
$447K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.96K+ 5.83% |
$405K - $453K
|
90K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.68KNew |
$382K - $428K
|
4.68K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 0.65% |
$360K - $402K
|
681K
$61.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.39K+ 1.57% |
$359K - $401K
|
285K
$25.6M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.34K+ 0.22% |
$355K - $397K
|
1.99M
$179M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.34K+ 8.77% |
$354K - $396K
|
53.8K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.3KNew |
$351K - $393K
|
4.3K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.28KNew |
$350K - $391K
|
4.28K
$384K
|