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 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.63K+ 3.94% |
$134K - $149K
|
43.1K
$3.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.61K+ 1.8% |
$131K - $147K
|
91K
$8.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.57K+ 0.12% |
$129K - $144K
|
1.29M
$116M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.56KNew |
$128K - $143K
|
1.56K
$140K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.56K+ 9.36% |
$128K - $143K
|
18.2K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.53K+ 3.29% |
$125K - $140K
|
48.2K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.51K+ 0.59% |
$124K - $138K
|
260K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.47K+ 1.31% |
$120K - $134K
|
114K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.46K+ 14.27% |
$119K - $134K
|
11.7K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 1.47% |
$118K - $132K
|
100K
$8.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.4K+ 28.28% |
$115K - $128K
|
6.36K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.34K+ 23.68% |
$109K - $122K
|
6.98K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.32K+ 2.79% |
$108K - $121K
|
48.8K
$4.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 23.43% |
$108K - $121K
|
6.95K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.3KNew |
$106K - $119K
|
1.3K
$117K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.28KNew |
$105K - $117K
|
1.28K
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.27K+ 9.76% |
$104K - $116K
|
14.3K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 1.21% |
$103K - $115K
|
106K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.25K+ 13.65% |
$102K - $114K
|
10.4K
$930K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.24KNew |
$102K - $113K
|
1.24K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.19K+ 46.55% |
$97K - $108K
|
3.74K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.17K+ 23.37% |
$96K - $107K
|
6.2K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.17K+ 1.29% |
$95.8K - $107K
|
92.3K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.11K+ 0.18% |
$91.1K - $102K
|
622K
$55.8M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.07K+ 0.95% |
$87.3K - $97.6K
|
113K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.05K+ 27.17% |
$85.8K - $95.9K
|
4.92K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.04K+ 0.38% |
$84.6K - $94.6K
|
277K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.03KNew |
$84.4K - $94.3K
|
1.03K
$92.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 11.52% |
$83.3K - $93.1K
|
9.86K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.01K+ 35.01% |
$82.9K - $92.7K
|
3.91K
$351K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.01K+ 2.46% |
$82.7K - $92.5K
|
42.1K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 2.98% |
$81.9K - $91.6K
|
34.6K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
992+ 2.85% |
$81.1K - $90.6K
|
35.8K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
929New |
$75.9K - $84.9K
|
929
$83.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
911+ 4.62% |
$74.5K - $83.2K
|
20.6K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
865+ 1.1% |
$70.7K - $79K
|
79.2K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
844+ 12.92% |
$69K - $77.1K
|
7.38K
$662K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
823+ 80.21% |
$67.3K - $75.2K
|
1.85K
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
820+ 0.97% |
$67K - $74.9K
|
85.5K
$7.67M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
815+ 15.35% |
$66.6K - $74.5K
|
6.12K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
814+ 4.43% |
$66.5K - $74.4K
|
19.2K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
814+ 3.97% |
$66.5K - $74.4K
|
21.3K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
813+ 0.8% |
$66.5K - $74.3K
|
102K
$9.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
812+ 7.19% |
$66.4K - $74.2K
|
12.1K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
803+ 2.36% |
$65.6K - $73.4K
|
34.9K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
800+ 4.84% |
$65.4K - $73.1K
|
17.3K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
794+ 2.42% |
$64.9K - $72.6K
|
33.6K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
789New |
$64.5K - $72.1K
|
789
$70.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
762+ 3.3% |
$62.3K - $69.6K
|
23.9K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
750+ 21.61% |
$61.3K - $68.5K
|
4.22K
$378K
|