Purchases and Sales Made in Q4 2024 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
19K+ 329.77% |
$1.2M - $1.26M
|
24.7K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.8KNew |
$807K - $851K
|
12.8K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.67K+ 527.55% |
$611K - $645K
|
11.5K
$752K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.84K+ 2.0% |
$433K - $456K
|
349K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.94K+ 4.99% |
$249K - $262K
|
82.7K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.79K+ 76.07% |
$239K - $252K
|
8.77K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 3.28% |
$90.8K - $95.7K
|
45.2K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33KNew |
$84.2K - $88.7K
|
1.33K
$87K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.29KNew |
$81.3K - $85.6K
|
1.29K
$84K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
532+ 3.27% |
$33.6K - $35.5K
|
16.8K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
273+ 2.7% |
$17.3K - $18.2K
|
10.4K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 1.44% |
$13.5K - $14.2K
|
15K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
151+ 2.14% |
$9.55K - $10.1K
|
7.2K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
131+ 0.37% |
$8.28K - $8.73K
|
35.4K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
130+ 0.34% |
$8.22K - $8.66K
|
38.6K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
118+ 0.23% |
$7.46K - $7.86K
|
50.6K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
99+ 0.76% |
$6.26K - $6.6K
|
13.2K
$861K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
48+ 0.51% |
$3.04K - $3.2K
|
9.48K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
40+ 1.1% |
$2.53K - $2.67K
|
3.68K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29New |
$1.83K - $1.93K
|
29
$1.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.13% |
$379 - $400
|
4.78K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 0.09% |
$190 - $200
|
3.28K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-81- 0.78% |
$5.12K - $5.4K
|
10.3K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-404- 4.15% |
$25.5K - $26.9K
|
9.34K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-584- 8.77% |
$36.9K - $38.9K
|
6.07K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-644- 0.17% |
$40.7K - $42.9K
|
376K
$24.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-693- 0.74% |
$43.8K - $46.2K
|
93.5K
$6.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 6.22% |
$65.4K - $68.9K
|
15.6K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.52K- 2.15% |
$95.8K - $101K
|
69K
$4.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.7K- 8.48% |
$108K - $113K
|
18.4K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.73K- 28.32% |
$236K - $248K
|
9.43K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.92K- 24.87% |
$248K - $261K
|
11.8K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.63K- 5.18% |
$356K - $375K
|
103K
$6.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.99K- 79.22% |
$442K - $466K
|
1.83K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-22.1K- 48.04% |
$1.4M - $1.47M
|
23.9K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36.3KClosed |
$2.3M - $2.42M
|
0
$0
|