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 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.23K- 10.16% |
$101K - $112K
|
10.9K
$988K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.29K- 14.96% |
$105K - $118K
|
7.31K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.3K- 1.72% |
$107K - $119K
|
74.7K
$6.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.42K- 28.9% |
$116K - $130K
|
3.49K
$317K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.53K- 4.31% |
$125K - $140K
|
33.9K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.79% |
$128K - $143K
|
54.7K
$4.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.8K- 2.0% |
$147K - $164K
|
88.3K
$8.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.85K- 1.81% |
$151K - $169K
|
100K
$9.11M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.9K- 0.46% |
$155K - $173K
|
414K
$37.6M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.94K- 43.19% |
$158K - $177K
|
2.55K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.99K- 1.62% |
$162K - $182K
|
121K
$11M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2.14K- 18.05% |
$175K - $196K
|
9.73K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.29K- 9.91% |
$187K - $209K
|
20.8K
$1.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.33K- 3.04% |
$190K - $213K
|
74.4K
$6.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.39K- 2.32% |
$196K - $219K
|
101K
$9.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.56K- 1.32% |
$209K - $234K
|
192K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.76K- 3.32% |
$226K - $252K
|
80.3K
$7.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.94K- 2.5% |
$240K - $269K
|
115K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.06K- 4.68% |
$250K - $279K
|
62.3K
$5.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.07K- 4.2% |
$251K - $281K
|
70.1K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.55K- 1.69% |
$290K - $325K
|
207K
$18.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.62K- 14.12% |
$296K - $331K
|
22K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4.17K- 8.77% |
$341K - $381K
|
43.3K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4.54K- 0.97% |
$371K - $415K
|
464K
$42.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.56K- 2.29% |
$373K - $417K
|
194K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.73K- 1.29% |
$386K - $432K
|
363K
$33M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5.12K- 5.06% |
$418K - $467K
|
96K
$8.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.04K- 1.37% |
$494K - $552K
|
433K
$39.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-6.71K- 7.87% |
$548K - $613K
|
78.5K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9.09K- 76.86% |
$743K - $830K
|
2.74K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.4K- 8.06% |
$768K - $859K
|
107K
$9.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 3.73% |
$872K - $975K
|
276K
$25M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-10.9K- 8.45% |
$887K - $992K
|
118K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 12.28% |
$913K - $1.02M
|
79.8K
$7.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.3K- 12.79% |
$927K - $1.04M
|
77.3K
$7.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-15.5K- 18.39% |
$1.27M - $1.42M
|
68.8K
$6.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-22.4K- 4.57% |
$1.83M - $2.05M
|
469K
$42.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.8K- 44.26% |
$1.95M - $2.18M
|
30K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 6.52% |
$3.1M - $3.46M
|
543K
$49.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40.4K- 11.95% |
$3.3M - $3.69M
|
297K
$27M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-75K- 5.82% |
$6.13M - $6.85M
|
1.21M
$110M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-137K- 4.06% |
$11.2M - $12.5M
|
3.23M
$293M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-147K- 11.82% |
$12M - $13.4M
|
1.1M
$99.7M
|