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 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-188K- 21.6% |
$13.8M - $15.8M
|
684K
$61.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-199K- 24.36% |
$14.6M - $16.8M
|
619K
$55.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-233K- 9.26% |
$17.1M - $19.6M
|
2.28M
$204M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-238K- 78.72% |
$17.5M - $20M
|
64.3K
$5.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-301KClosed |
$22.1M - $25.4M
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-302K- 72.15% |
$22.2M - $25.4M
|
117K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-314K- 12.8% |
$23M - $26.4M
|
2.14M
$192M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-327K- 95.43% |
$24M - $27.5M
|
15.6K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-341K- 98.05% |
$25M - $28.7M
|
6.78K
$607K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-349K- 37.54% |
$25.6M - $29.4M
|
581K
$52.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-350K- 10.7% |
$25.6M - $29.4M
|
2.92M
$261M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-366K- 77.08% |
$26.8M - $30.8M
|
109K
$9.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-402K- 93.46% |
$29.5M - $33.8M
|
28.1K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-407K- 1.93% |
$29.9M - $34.2M
|
20.6M
$1.85B
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-430K- 93.05% |
$31.5M - $36.1M
|
32.1K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-489K- 98.41% |
$35.9M - $41.1M
|
7.89K
$707K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-500K- 33.06% |
$36.7M - $42M
|
1.01M
$90.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-590K- 98.79% |
$43.3M - $49.7M
|
7.22K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-618K- 24.76% |
$45.4M - $52M
|
1.88M
$168M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-689K- 94.96% |
$50.6M - $58M
|
36.6K
$3.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-798K- 93.93% |
$58.5M - $67.1M
|
51.6K
$4.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-985K- 77.35% |
$72.2M - $82.8M
|
288K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.25M- 99.89% |
$165M - $189M
|
2.43K
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.99M- 49.62% |
$439M - $504M
|
6.08M
$545M
|