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
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$85.3K - $97.7K
|
1.16K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.16K+ 1.33% |
$85K - $97.4K
|
88.5K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.16K+ 6.0% |
$84.9K - $97.3K
|
20.4K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 0.81% |
$83.8K - $96K
|
143K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.14K+ 33.96% |
$83.4K - $95.6K
|
4.49K
$402K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.13K+ 31.76% |
$82.7K - $94.8K
|
4.68K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.07K+ 2.99% |
$78.6K - $90.1K
|
36.9K
$3.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 9.21% |
$75.9K - $87K
|
12.3K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.01K+ 2.7% |
$73.9K - $84.7K
|
38.3K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
986+ 8.68% |
$72.4K - $82.9K
|
12.3K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
961+ 1.1% |
$70.5K - $80.8K
|
88.7K
$7.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
943+ 11.12% |
$69.2K - $79.3K
|
9.42K
$844K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
936+ 0.68% |
$68.7K - $78.7K
|
139K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
868+ 24.05% |
$63.7K - $73K
|
4.48K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
861+ 18.06% |
$63.2K - $72.4K
|
5.63K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
857New |
$62.9K - $72.1K
|
857
$76.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
848+ 3.55% |
$62.2K - $71.3K
|
24.8K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
832+ 0.52% |
$61.1K - $70K
|
162K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
810+ 1.25% |
$59.4K - $68.1K
|
65.4K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
809+ 30.4% |
$59.4K - $68K
|
3.47K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
809+ 3.78% |
$59.4K - $68K
|
22.2K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
731+ 5.12% |
$53.6K - $61.5K
|
15K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
725+ 6.16% |
$53.2K - $61K
|
12.5K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
716+ 14.88% |
$52.5K - $60.2K
|
5.53K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
683New |
$50.1K - $57.4K
|
683
$61.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
683New |
$50.1K - $57.4K
|
683
$61.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
681+ 8.29% |
$50K - $57.3K
|
8.9K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
673+ 26.56% |
$49.4K - $56.6K
|
3.21K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
663New |
$48.7K - $55.8K
|
663
$59.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
645+ 2.87% |
$47.3K - $54.2K
|
23.1K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
644+ 3.76% |
$47.3K - $54.2K
|
17.8K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
633+ 1.19% |
$46.4K - $53.2K
|
53.8K
$4.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
625New |
$45.9K - $52.6K
|
625
$56K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
623+ 3.21% |
$45.7K - $52.4K
|
20.1K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
606+ 12.86% |
$44.5K - $51K
|
5.32K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
550+ 1.66% |
$40.4K - $46.3K
|
33.6K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
549+ 2.38% |
$40.3K - $46.2K
|
23.6K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
549+ 8.68% |
$40.3K - $46.2K
|
6.88K
$616K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
546+ 0.38% |
$40.1K - $45.9K
|
145K
$13M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
545New |
$40K - $45.8K
|
545
$48.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
525+ 1.99% |
$38.5K - $44.2K
|
26.9K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
492+ 4.21% |
$36.1K - $41.4K
|
12.2K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
492+ 1.69% |
$36.1K - $41.4K
|
29.6K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
472+ 5.45% |
$34.6K - $39.7K
|
9.13K
$818K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
471+ 0.75% |
$34.6K - $39.6K
|
63.3K
$5.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
463+ 1.82% |
$34K - $38.9K
|
25.8K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
454+ 0.46% |
$33.3K - $38.2K
|
98.1K
$8.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
449+ 4.59% |
$32.9K - $37.8K
|
10.2K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
434New |
$31.8K - $36.5K
|
434
$38.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
426+ 2.25% |
$31.3K - $35.8K
|
19.3K
$1.73M
|