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 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.2K+ 1.42% |
$1.19M - $1.36M
|
1.15M
$103M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.6K+ 5.9% |
$1.15M - $1.31M
|
281K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.1K+ 362.61% |
$1.11M - $1.27M
|
19.2K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.8K+ 3.63% |
$1.09M - $1.24M
|
422K
$37.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
14.8K+ 7.96% |
$1.08M - $1.24M
|
200K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 1.0% |
$1.08M - $1.24M
|
1.48M
$133M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.2K+ 65.68% |
$1.04M - $1.19M
|
35.8K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.1K+ 3.77% |
$1.03M - $1.18M
|
387K
$34.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
14K+ 2.81% |
$1.03M - $1.18M
|
512K
$45.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 4.47% |
$1M - $1.15M
|
319K
$28.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$973K - $1.12M
|
13.3K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13.1K+ 3.22% |
$959K - $1.1M
|
419K
$37.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.3K+ 0.87% |
$906K - $1.04M
|
1.42M
$128M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.3K+ 0.45% |
$902K - $1.03M
|
2.77M
$248M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
12K+ 6.21% |
$877K - $1M
|
204K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.8K+ 12.82% |
$869K - $996K
|
104K
$9.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.7K+ 5.33% |
$859K - $984K
|
231K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
11.3K+ 9.14% |
$832K - $954K
|
135K
$12.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
10.9K+ 3.33% |
$801K - $918K
|
339K
$30.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.9K+ 0.89% |
$801K - $918K
|
1.24M
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
10.9K+ 7.38% |
$797K - $914K
|
158K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.6K+ 11.53% |
$780K - $894K
|
103K
$9.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.6K+ 47.75% |
$779K - $893K
|
32.8K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.4K+ 101.67% |
$766K - $878K
|
20.7K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
10.4K+ 12.82% |
$760K - $871K
|
91.1K
$8.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.2K+ 9.07% |
$750K - $860K
|
123K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.85K+ 1.39% |
$723K - $828K
|
716K
$64.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.69KNew |
$711K - $815K
|
9.69K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.6K+ 0.26% |
$704K - $807K
|
3.7M
$331M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.51K+ 3.81% |
$698K - $800K
|
259K
$23.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.34K+ 11.56% |
$685K - $785K
|
90.1K
$8.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.22KNew |
$676K - $775K
|
9.22K
$826K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.78K+ 53.46% |
$644K - $738K
|
25.2K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8.62KNew |
$632K - $725K
|
8.62K
$772K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.55K+ 100.9% |
$628K - $719K
|
17K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.52K+ 195.91% |
$625K - $716K
|
12.9K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.37K+ 4.45% |
$614K - $704K
|
196K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.25K+ 6.8% |
$605K - $694K
|
130K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8.17KNew |
$600K - $687K
|
8.17K
$732K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.06K+ 3.22% |
$591K - $678K
|
258K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.9K+ 9.78% |
$579K - $664K
|
88.6K
$7.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.85K+ 25.66% |
$576K - $660K
|
38.4K
$3.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.84K+ 54.75% |
$575K - $659K
|
22.2K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.52K+ 132.32% |
$552K - $632K
|
13.2K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.34KNew |
$539K - $617K
|
7.34K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.32KNew |
$537K - $616K
|
7.32K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.21KNew |
$529K - $606K
|
7.21K
$646K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.97K+ 88.59% |
$511K - $586K
|
14.8K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.94K+ 94.34% |
$509K - $583K
|
14.3K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.91K+ 670.03% |
$507K - $581K
|
7.94K
$711K
|