Purchases and Sales Made in Q4 2024 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.92K- 24.87% |
$248K - $261K
|
11.8K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.67K- 9.24% |
$295K - $311K
|
45.9K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.95K- 0.22% |
$313K - $330K
|
2.28M
$145M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.23K- 13.99% |
$331K - $348K
|
32.1K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.63K- 5.18% |
$356K - $375K
|
103K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.99K- 79.22% |
$442K - $466K
|
1.83K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-22.1K- 48.04% |
$1.4M - $1.47M
|
23.9K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24.9K- 6.56% |
$1.57M - $1.66M
|
355K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36.3KClosed |
$2.3M - $2.42M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40K- 50.0% |
$2.53M - $2.66M
|
40K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.2K- 5.59% |
$2.98M - $3.14M
|
796K
$50.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.4K- 53.85% |
$3.06M - $3.22M
|
41.5K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.2K- 66.23% |
$3.36M - $3.54M
|
27.1K
$1.72M
|