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 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.37KNew |
$194K - $216K
|
2.37K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$186K - $208K
|
2.28K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.22K+ 26.73% |
$181K - $203K
|
10.5K
$955K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.1K+ 44.93% |
$172K - $192K
|
6.78K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.09KNew |
$171K - $191K
|
2.09K
$190K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.06K+ 2.1% |
$168K - $188K
|
100K
$9.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.86K+ 5.8% |
$152K - $170K
|
34K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.7K+ 1.19% |
$139K - $155K
|
144K
$13.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.69K+ 6.44% |
$138K - $155K
|
28K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.61K+ 1.8% |
$131K - $147K
|
91K
$8.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 23.43% |
$108K - $121K
|
6.95K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.17K+ 1.29% |
$95.8K - $107K
|
92.3K
$8.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.05K+ 27.17% |
$85.8K - $95.9K
|
4.92K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 11.52% |
$83.3K - $93.1K
|
9.86K
$896K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.01K+ 2.46% |
$82.7K - $92.5K
|
42.1K
$3.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
992+ 2.85% |
$81.1K - $90.6K
|
35.8K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
820+ 0.97% |
$67K - $74.9K
|
85.5K
$7.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
794+ 2.42% |
$64.9K - $72.6K
|
33.6K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
743+ 16.86% |
$60.7K - $67.9K
|
5.15K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
607+ 10.98% |
$49.6K - $55.5K
|
6.13K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
589New |
$48.1K - $53.8K
|
589
$53.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
577+ 0.8% |
$47.2K - $52.7K
|
72.4K
$6.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
543+ 93.46% |
$44.4K - $49.6K
|
1.12K
$102K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
513+ 916.07% |
$41.9K - $46.9K
|
569
$51.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
509+ 3.2% |
$41.6K - $46.5K
|
16.4K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
504+ 3.1% |
$41.2K - $46.1K
|
16.7K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
493+ 0.78% |
$40.3K - $45.1K
|
63.8K
$5.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
468+ 0.77% |
$38.3K - $42.8K
|
61K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
466+ 2.96% |
$38.1K - $42.6K
|
16.2K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
449+ 17.79% |
$36.7K - $41K
|
2.97K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
446+ 6.56% |
$36.5K - $40.8K
|
7.24K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
376+ 4.64% |
$30.7K - $34.4K
|
8.49K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
336+ 0.29% |
$27.5K - $30.7K
|
118K
$10.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
331+ 3.6% |
$27.1K - $30.2K
|
9.53K
$866K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
271+ 1.15% |
$22.2K - $24.8K
|
23.9K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
204+ 6.92% |
$16.7K - $18.6K
|
3.15K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
146New |
$11.9K - $13.3K
|
146
$13.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
141+ 4.24% |
$11.5K - $12.9K
|
3.47K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
139+ 2.62% |
$11.4K - $12.7K
|
5.44K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
116+ 0.13% |
$9.48K - $10.6K
|
89.8K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
113+ 3.46% |
$9.24K - $10.3K
|
3.38K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
111+ 0.94% |
$9.07K - $10.1K
|
11.9K
$1.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
86New |
$7.03K - $7.86K
|
86
$7.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 0.63% |
$5.39K - $6.03K
|
10.5K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
50+ 0.03% |
$4.09K - $4.57K
|
158K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
37+ 0.11% |
$3.02K - $3.38K
|
33.2K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 9.09% |
$2.04K - $2.28K
|
300
$27.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$490 - $548
|
3.58K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.19% |
$409 - $457
|
2.64K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$163 - $183
|
4.14K
$376K
|