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
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.71K- 5.77% |
$272K - $312K
|
60.5K
$5.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.79K- 38.28% |
$278K - $318K
|
6.1K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.8K- 3.59% |
$279K - $319K
|
102K
$9.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.87K- 3.91% |
$284K - $326K
|
95.2K
$8.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.03K- 12.99% |
$296K - $339K
|
27K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.19K- 57.63% |
$307K - $352K
|
3.08K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.35K- 62.75% |
$319K - $366K
|
2.58K
$231K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4.41K- 3.69% |
$324K - $371K
|
115K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4.49K- 83.96% |
$329K - $377K
|
857
$76.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.58K- 0.67% |
$336K - $385K
|
683K
$61.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4.81K- 4.97% |
$353K - $404K
|
91.9K
$8.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-4.85K- 12.04% |
$356K - $408K
|
35.5K
$3.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.87K- 52.75% |
$357K - $409K
|
4.36K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 8.35% |
$363K - $416K
|
54.2K
$4.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.04K- 3.09% |
$370K - $424K
|
158K
$14.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-5.06K- 2.5% |
$371K - $425K
|
198K
$17.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.08K- 23.35% |
$373K - $427K
|
16.7K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.08K- 28.85% |
$373K - $428K
|
12.5K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5.14K- 4.68% |
$377K - $432K
|
105K
$9.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.16K- 4.23% |
$378K - $434K
|
117K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.17K- 14.51% |
$379K - $435K
|
30.5K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-5.37K- 2.54% |
$394K - $452K
|
206K
$18.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.39K- 29.31% |
$396K - $454K
|
13K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.44K- 3.43% |
$399K - $457K
|
153K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.51K- 34.35% |
$404K - $464K
|
10.5K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-5.66K- 20.99% |
$415K - $476K
|
21.3K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-5.68K- 2.64% |
$417K - $478K
|
209K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.74K- 3.28% |
$421K - $482K
|
169K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.09K- 5.15% |
$447K - $512K
|
112K
$10M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.09K- 20.89% |
$447K - $512K
|
23.1K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.18K- 9.48% |
$453K - $519K
|
59K
$5.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-6.21K- 1.31% |
$456K - $523K
|
468K
$42M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.24K- 4.78% |
$458K - $525K
|
124K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 5.85% |
$462K - $529K
|
101K
$9.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.41K- 19.6% |
$470K - $539K
|
26.3K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.45K- 10.0% |
$473K - $543K
|
58K
$5.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.51K- 7.84% |
$478K - $548K
|
76.6K
$6.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.62K- 10.52% |
$485K - $556K
|
56.3K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.63K- 51.69% |
$487K - $558K
|
6.2K
$555K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.72K- 26.56% |
$493K - $565K
|
18.6K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.87K- 8.3% |
$504K - $578K
|
76K
$6.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7K- 3.4% |
$514K - $589K
|
199K
$17.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-7.15K- 3.75% |
$525K - $602K
|
184K
$16.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.33K- 16.79% |
$538K - $616K
|
36.3K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-7.57K- 5.01% |
$556K - $637K
|
144K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.72K- 9.54% |
$567K - $650K
|
73.2K
$6.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7.76K- 1.99% |
$570K - $653K
|
382K
$34.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.8K- 9.02% |
$572K - $656K
|
78.7K
$7.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.85K- 20.96% |
$576K - $660K
|
29.6K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.91K- 1.45% |
$581K - $665K
|
539K
$48.3M
|