Purchases and Sales Made in Q4 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
544K+ 19.68% |
$44.5M - $49.7M
|
3.31M
$298M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
189K+ 34.27% |
$15.5M - $17.3M
|
741K
$66.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
144K+ 21.04% |
$11.8M - $13.1M
|
828K
$74.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 34.34% |
$11.3M - $12.7M
|
542K
$48.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
135K+ 45.65% |
$11M - $12.3M
|
429K
$38.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
106KNew |
$8.64M - $9.65M
|
106K
$9.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
104K+ 95.86% |
$8.52M - $9.53M
|
213K
$19.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
104K+ 48.48% |
$8.51M - $9.52M
|
319K
$28.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
102K+ 3.72% |
$8.3M - $9.28M
|
2.83M
$254M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
71.7K+ 21.16% |
$5.86M - $6.55M
|
410K
$36.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
67K+ 28.97% |
$5.48M - $6.12M
|
298K
$26.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
66.2K+ 144.91% |
$5.41M - $6.05M
|
112K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
58.4K+ 1.28% |
$4.77M - $5.33M
|
4.63M
$417M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
56.9KNew |
$4.65M - $5.2M
|
56.9K
$5.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.7K+ 13.46% |
$3.08M - $3.44M
|
318K
$28.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
34.2K+ 18.33% |
$2.8M - $3.13M
|
221K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.7KNew |
$2.76M - $3.08M
|
33.7K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
26.4K+ 79.53% |
$2.16M - $2.42M
|
59.7K
$5.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 2.77% |
$2.06M - $2.3M
|
934K
$84M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9K+ 15.95% |
$1.79M - $2.01M
|
160K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.4K+ 4.57% |
$1.67M - $1.86M
|
466K
$41.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.9K+ 10.9% |
$1.3M - $1.45M
|
162K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 344.27% |
$1.22M - $1.36M
|
19.2K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 1.82% |
$1.18M - $1.32M
|
809K
$72.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14.3K+ 2.86% |
$1.17M - $1.3M
|
512K
$46.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.7K+ 13.35% |
$1.03M - $1.16M
|
107K
$9.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 2.02% |
$976K - $1.09M
|
603K
$54.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$908K - $1.01M
|
11.1K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
11K+ 4.73% |
$901K - $1.01M
|
244K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 7.13% |
$810K - $905K
|
149K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.75K+ 4.77% |
$797K - $891K
|
214K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 6.32% |
$664K - $743K
|
137K
$12.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.08K+ 134.07% |
$578K - $647K
|
12.4K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.61KNew |
$541K - $604K
|
6.61K
$594K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5.83K+ 2.93% |
$476K - $532K
|
204K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.1KNew |
$416K - $466K
|
5.1K
$458K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.96K+ 5.83% |
$405K - $453K
|
90K
$8.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.1KNew |
$335K - $374K
|
4.1K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4KNew |
$327K - $366K
|
4K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.99KNew |
$326K - $365K
|
3.99K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.72K+ 46.79% |
$304K - $339K
|
11.7K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$279K - $312K
|
3.42K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.16K+ 1.41% |
$258K - $289K
|
227K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.05KNew |
$250K - $279K
|
3.05K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.78KNew |
$227K - $254K
|
2.78K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 6.3% |
$225K - $252K
|
46.6K
$4.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.66K+ 2.9% |
$217K - $243K
|
94.5K
$8.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$213K - $238K
|
2.6K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.59K+ 7.82% |
$211K - $236K
|
35.6K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$201K - $225K
|
2.46K
$221K
|