Purchases and Sales Made in Q3 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-58- 0.7% |
$4.26K - $4.88K
|
8.17K
$732K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-59- 0.13% |
$4.33K - $4.96K
|
45.2K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-62- 1.28% |
$4.55K - $5.21K
|
4.78K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-74- 2.0% |
$5.43K - $6.22K
|
3.63K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-79- 0.9% |
$5.8K - $6.64K
|
8.66K
$776K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-81- 2.18% |
$5.94K - $6.81K
|
3.63K
$325K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-82- 90.11% |
$6.02K - $6.9K
|
9
$806
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-85- 0.76% |
$6.24K - $7.15K
|
11.2K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-86- 0.32% |
$6.31K - $7.23K
|
26.9K
$2.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-87- 0.21% |
$6.38K - $7.32K
|
41.9K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-90- 1.53% |
$6.6K - $7.57K
|
5.78K
$518K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-97- 1.59% |
$7.12K - $8.16K
|
6K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-98- 0.13% |
$7.19K - $8.24K
|
77.6K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-100- 1.49% |
$7.34K - $8.41K
|
6.61K
$592K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-100- 1.67% |
$7.34K - $8.41K
|
5.88K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-101- 26.65% |
$7.41K - $8.49K
|
278
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-103- 2.03% |
$7.56K - $8.66K
|
4.97K
$445K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-105- 0.36% |
$7.7K - $8.83K
|
29.4K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-112- 8.85% |
$8.22K - $9.42K
|
1.15K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-113- 2.25% |
$8.29K - $9.5K
|
4.91K
$440K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-116- 1.54% |
$8.51K - $9.76K
|
7.4K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-117- 0.6% |
$8.59K - $9.84K
|
19.4K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-125- 1.46% |
$9.17K - $10.5K
|
8.43K
$755K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-128- 6.27% |
$9.39K - $10.8K
|
1.91K
$171K
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-129- 1.81% |
$9.47K - $10.8K
|
6.99K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-134- 0.78% |
$9.83K - $11.3K
|
17.1K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-143- 12.36% |
$10.5K - $12K
|
1.01K
$90.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-151- 1.22% |
$11.1K - $12.7K
|
12.2K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-155- 1.87% |
$11.4K - $13K
|
8.13K
$728K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-184- 6.31% |
$13.5K - $15.5K
|
2.73K
$245K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-189- 0.43% |
$13.9K - $15.9K
|
43.8K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-191- 1.13% |
$14K - $16.1K
|
16.7K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-195- 2.75% |
$14.3K - $16.4K
|
6.91K
$619K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-200- 0.21% |
$14.7K - $16.8K
|
93.9K
$8.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-202- 6.36% |
$14.8K - $17K
|
2.97K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-215- 0.62% |
$15.8K - $18.1K
|
34.7K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-217- 0.24% |
$15.9K - $18.2K
|
91K
$8.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-225- 71.43% |
$16.5K - $18.9K
|
90
$8.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-230- 8.42% |
$16.9K - $19.3K
|
2.5K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-231- 6.49% |
$17K - $19.4K
|
3.33K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241- 4.75% |
$17.7K - $20.3K
|
4.84K
$433K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-241- 10.29% |
$17.7K - $20.3K
|
2.1K
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-243- 2.84% |
$17.8K - $20.4K
|
8.3K
$744K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-245- 3.8% |
$18K - $20.6K
|
6.2K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246- 1.09% |
$18.1K - $20.7K
|
22.4K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-246- 1.26% |
$18.1K - $20.7K
|
19.2K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-248- 2.01% |
$18.2K - $20.9K
|
12.1K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-255- 3.42% |
$18.7K - $21.4K
|
7.2K
$645K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-260- 2.25% |
$19.1K - $21.9K
|
11.3K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-273- 3.43% |
$20K - $23K
|
7.69K
$689K
|