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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.4K- 3.12% |
$103K - $118K
|
43.5K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.4K- 5.47% |
$103K - $118K
|
24.2K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.46K- 13.35% |
$107K - $123K
|
9.49K
$850K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.49K- 37.96% |
$110K - $126K
|
2.44K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.53K- 2.29% |
$112K - $129K
|
65.4K
$5.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.58K- 96.51% |
$116K - $133K
|
57
$5.11K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.6K- 1.76% |
$117K - $135K
|
89.4K
$8.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.64K- 0.44% |
$120K - $138K
|
368K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.64K- 7.64% |
$120K - $138K
|
19.8K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.72K- 7.1% |
$126K - $144K
|
22.5K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.77K- 2.04% |
$130K - $149K
|
85K
$7.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.77K- 0.17% |
$130K - $149K
|
1.05M
$94.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.79K- 17.2% |
$131K - $150K
|
8.6K
$770K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 3.94% |
$132K - $151K
|
43.8K
$3.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 0.54% |
$132K - $151K
|
332K
$29.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.93K- 2.64% |
$142K - $162K
|
71.1K
$6.37M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.97K- 1.03% |
$144K - $165K
|
189K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-1.99K- 15.57% |
$146K - $167K
|
10.8K
$965K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.02K- 1.96% |
$148K - $170K
|
101K
$9.06M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.03K- 2.39% |
$149K - $171K
|
83K
$7.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.05K- 40.27% |
$150K - $172K
|
3.04K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.09K- 2.4% |
$153K - $176K
|
84.9K
$7.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.1K- 1.99% |
$154K - $177K
|
103K
$9.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.11K- 4.6% |
$155K - $177K
|
43.7K
$3.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.11K- 34.06% |
$155K - $177K
|
4.09K
$366K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.11K- 7.38% |
$155K - $178K
|
26.5K
$2.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2.13K- 2.31% |
$156K - $179K
|
89.7K
$8.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.16K- 11.79% |
$159K - $182K
|
16.2K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.19K- 0.61% |
$161K - $185K
|
357K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.23K- 2.93% |
$164K - $188K
|
74K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.25K- 3.59% |
$165K - $189K
|
60.5K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.26K- 9.32% |
$166K - $190K
|
22K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.43K- 4.77% |
$179K - $205K
|
48.6K
$4.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 5.7% |
$183K - $210K
|
41.4K
$3.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.51K- 18.97% |
$184K - $211K
|
10.7K
$959K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.56K- 42.46% |
$188K - $215K
|
3.47K
$311K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.56K- 1.14% |
$188K - $215K
|
222K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.59K- 12.52% |
$190K - $218K
|
18.1K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.8K- 37.81% |
$205K - $235K
|
4.6K
$412K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-2.81K- 1.19% |
$206K - $236K
|
233K
$20.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.84K- 62.27% |
$208K - $239K
|
1.72K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.84K- 4.57% |
$208K - $239K
|
59.3K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.94K- 3.05% |
$216K - $247K
|
93.2K
$8.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.04K- 47.94% |
$223K - $255K
|
3.3K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.22K- 0.79% |
$236K - $271K
|
404K
$36.2M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.31K- 1.09% |
$243K - $278K
|
300K
$26.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.36K- 91.7% |
$246K - $282K
|
304
$27.2K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.51K- 4.7% |
$257K - $295K
|
71.2K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.57K- 4.77% |
$262K - $300K
|
71.3K
$6.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.69K- 59.41% |
$270K - $310K
|
2.52K
$226K
|