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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 1.63% |
$20.1K - $23K
|
16.5K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-282- 5.38% |
$20.7K - $23.7K
|
4.96K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-286- 1.54% |
$21K - $24.1K
|
18.2K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-290- 2.29% |
$21.3K - $24.4K
|
12.4K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-302- 2.52% |
$22.2K - $25.4K
|
11.7K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-303- 2.39% |
$22.2K - $25.5K
|
12.4K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-310- 6.57% |
$22.7K - $26.1K
|
4.41K
$395K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-312- 0.21% |
$22.9K - $26.2K
|
151K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-325- 0.44% |
$23.8K - $27.3K
|
73.1K
$6.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-337- 1.49% |
$24.7K - $28.3K
|
22.2K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-346- 3.22% |
$25.4K - $29.1K
|
10.4K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-366- 9.56% |
$26.9K - $30.8K
|
3.46K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-369- 0.2% |
$27.1K - $31K
|
187K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-370- 13.79% |
$27.2K - $31.1K
|
2.31K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-371- 16.92% |
$27.2K - $31.2K
|
1.82K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-379- 6.84% |
$27.8K - $31.9K
|
5.16K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 7.01% |
$27.9K - $32K
|
5.04K
$452K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-388- 0.85% |
$28.5K - $32.6K
|
45.1K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-394- 6.5% |
$28.9K - $33.1K
|
5.67K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-394- 0.72% |
$28.9K - $33.1K
|
54.4K
$4.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-412- 0.39% |
$30.2K - $34.6K
|
104K
$9.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-415- 42.7% |
$30.5K - $34.9K
|
557
$49.9K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-417- 0.45% |
$30.6K - $35.1K
|
92.8K
$8.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-428- 3.74% |
$31.4K - $36K
|
11K
$986K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-444- 0.24% |
$32.6K - $37.3K
|
187K
$16.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-452- 0.88% |
$33.2K - $38K
|
50.7K
$4.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-454- 7.92% |
$33.3K - $38.2K
|
5.28K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-463- 10.48% |
$34K - $38.9K
|
3.95K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-475- 5.54% |
$34.9K - $39.9K
|
8.1K
$726K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-496- 0.59% |
$36.4K - $41.7K
|
84.2K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-500- 7.52% |
$36.7K - $42.1K
|
6.15K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-543- 17.06% |
$39.8K - $45.7K
|
2.64K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-546- 0.81% |
$40.1K - $45.9K
|
66.9K
$5.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-551- 7.31% |
$40.4K - $46.3K
|
6.99K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-565- 3.02% |
$41.5K - $47.5K
|
18.1K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-566- 1.49% |
$41.5K - $47.6K
|
37.4K
$3.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-568- 30.42% |
$41.7K - $47.8K
|
1.3K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-578- 39.7% |
$42.4K - $48.6K
|
878
$78.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-602- 5.82% |
$44.2K - $50.6K
|
9.74K
$873K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-645- 4.91% |
$47.3K - $54.2K
|
12.5K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-647- 3.55% |
$47.5K - $54.4K
|
17.6K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-655- 19.72% |
$48.1K - $55.1K
|
2.67K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-655- 2.26% |
$48.1K - $55.1K
|
28.4K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-665- 1.12% |
$48.8K - $55.9K
|
58.5K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-672- 2.13% |
$49.3K - $56.5K
|
30.9K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-692- 21.52% |
$50.8K - $58.2K
|
2.52K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-711- 0.88% |
$52.2K - $59.8K
|
79.9K
$7.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-736- 2.23% |
$54K - $61.9K
|
32.3K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-738- 13.12% |
$54.2K - $62.1K
|
4.89K
$438K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-764- 1.26% |
$56.1K - $64.3K
|
59.9K
$5.37M
|