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
|
Moseley Investment Management Inc
|
SELL
|
- |
-766- 17.96% |
$56.2K - $64.4K
|
3.5K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-774- 1.03% |
$56.8K - $65.1K
|
74.2K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-774- 2.45% |
$56.8K - $65.1K
|
30.8K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-788- 5.41% |
$57.8K - $66.3K
|
13.8K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-797- 8.95% |
$58.5K - $67K
|
8.11K
$726K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-823- 21.27% |
$60.4K - $69.2K
|
3.05K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-838- 11.72% |
$61.5K - $70.5K
|
6.32K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-845- 1.7% |
$62K - $71.1K
|
48.8K
$4.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-846- 19.92% |
$62.1K - $71.1K
|
3.4K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-847- 1.39% |
$62.2K - $71.2K
|
59.9K
$5.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-853- 15.55% |
$62.6K - $71.7K
|
4.63K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-853- 6.52% |
$62.6K - $71.7K
|
12.2K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-856- 21.23% |
$62.8K - $72K
|
3.18K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-859- 2.41% |
$63K - $72.2K
|
34.8K
$3.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-867- 0.41% |
$63.6K - $72.9K
|
211K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-873- 15.0% |
$64.1K - $73.4K
|
4.95K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-877- 0.34% |
$64.4K - $73.8K
|
254K
$22.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-917- 13.94% |
$67.3K - $77.1K
|
5.66K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-921- 3.88% |
$67.6K - $77.5K
|
22.8K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-947- 1.86% |
$69.5K - $79.6K
|
49.9K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-958- 2.28% |
$70.3K - $80.6K
|
41.1K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-960- 10.52% |
$70.4K - $80.7K
|
8.17K
$732K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-972- 0.42% |
$71.3K - $81.7K
|
230K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-988- 0.11% |
$72.5K - $83.1K
|
932K
$83.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.01K- 6.23% |
$74K - $84.9K
|
15.2K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.01K- 1.59% |
$74.1K - $84.9K
|
62.7K
$5.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 3.97% |
$74.1K - $84.9K
|
24.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.01K- 9.31% |
$74.3K - $85.2K
|
9.87K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 0.6% |
$76.3K - $87.5K
|
172K
$15.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 0.61% |
$76.5K - $87.6K
|
169K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 3.32% |
$76.8K - $88K
|
30.5K
$2.73M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.07K- 11.68% |
$78.3K - $89.7K
|
8.07K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.07K- 3.32% |
$78.8K - $90.3K
|
31.3K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.09K- 4.08% |
$80.2K - $91.9K
|
25.7K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.1K- 3.01% |
$80.9K - $92.7K
|
35.5K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.14K- 1.76% |
$83.6K - $95.8K
|
63.5K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 9.31% |
$85.1K - $97.6K
|
11.3K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.16K- 3.33% |
$85.3K - $97.8K
|
33.8K
$3.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.19K- 2.52% |
$87.3K - $100K
|
46K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.2K- 24.24% |
$88.3K - $101K
|
3.76K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.32K- 7.8% |
$97.1K - $111K
|
15.6K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.33K- 4.98% |
$97.5K - $112K
|
25.3K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.34K- 8.07% |
$98.4K - $113K
|
15.3K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 10.61% |
$98.8K - $113K
|
11.3K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.38K- 13.89% |
$101K - $116K
|
8.54K
$765K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.38K- 1.56% |
$101K - $116K
|
87K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.38K- 29.38% |
$101K - $116K
|
3.32K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.39K- 4.98% |
$102K - $117K
|
26.5K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.39K- 4.15% |
$102K - $117K
|
32.1K
$2.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.4K- 7.43% |
$103K - $117K
|
17.4K
$1.56M
|