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 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
50.1K+ 21.08% |
$3.67M - $4.21M
|
288K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
47.5K+ 3.44% |
$3.48M - $3.99M
|
1.43M
$128M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
47.1K+ 7.82% |
$3.46M - $3.96M
|
650K
$58.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
45.5K+ 21.27% |
$3.34M - $3.83M
|
259K
$23.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
43.7K+ 17.39% |
$3.21M - $3.67M
|
295K
$26.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.5K+ 1.46% |
$3.05M - $3.49M
|
2.88M
$258M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
41.1KNew |
$3.02M - $3.46M
|
41.1K
$3.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.9K+ 11.21% |
$3M - $3.44M
|
406K
$36.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
40.8KNew |
$2.99M - $3.43M
|
40.8K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
40.2K+ 12.59% |
$2.95M - $3.38M
|
360K
$32.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
36.1KNew |
$2.65M - $3.04M
|
36.1K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
36K+ 128.04% |
$2.64M - $3.03M
|
64.2K
$5.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
34.1K+ 10.97% |
$2.5M - $2.87M
|
345K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.6K+ 54.29% |
$2.39M - $2.74M
|
92.7K
$8.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
31.7K+ 8.32% |
$2.33M - $2.67M
|
413K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.7K+ 0.57% |
$2.33M - $2.67M
|
5.55M
$497M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
30.3K+ 196.94% |
$2.22M - $2.55M
|
45.7K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
29.8KNew |
$2.19M - $2.51M
|
29.8K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 50.23% |
$2.16M - $2.48M
|
88.1K
$7.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.7K+ 20.79% |
$2.1M - $2.41M
|
167K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
28.4K+ 68.48% |
$2.08M - $2.39M
|
69.9K
$6.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
27.9K+ 129.9% |
$2.05M - $2.35M
|
49.4K
$4.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
27.6K+ 10.5% |
$2.03M - $2.32M
|
290K
$26M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26.6K+ 22.29% |
$1.95M - $2.24M
|
146K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 5.74% |
$1.95M - $2.24M
|
490K
$43.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 8.42% |
$1.88M - $2.16M
|
330K
$29.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 21.55% |
$1.81M - $2.07M
|
139K
$12.4M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
24.2K+ 6.42% |
$1.78M - $2.03M
|
401K
$35.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
23.8K+ 25.75% |
$1.75M - $2M
|
116K
$10.4M
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23K+ 5.71% |
$1.69M - $1.94M
|
426K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22K+ 668.03% |
$1.61M - $1.85M
|
25.3K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22KNew |
$1.61M - $1.85M
|
22K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
21.8KNew |
$1.6M - $1.84M
|
21.8K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.8K+ 293.47% |
$1.6M - $1.84M
|
29.3K
$2.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
21.5K+ 4.51% |
$1.58M - $1.81M
|
498K
$44.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
21.5K+ 19.73% |
$1.57M - $1.8M
|
130K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
21.4K+ 5.42% |
$1.57M - $1.8M
|
416K
$37.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.8K+ 21.57% |
$1.53M - $1.75M
|
117K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
20.7K+ 5.62% |
$1.52M - $1.74M
|
389K
$34.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
20.6K+ 7.37% |
$1.51M - $1.74M
|
301K
$26.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.4K+ 60.1% |
$1.5M - $1.72M
|
54.4K
$4.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.3K+ 65.22% |
$1.49M - $1.71M
|
51.5K
$4.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.1K+ 28.98% |
$1.48M - $1.69M
|
89.6K
$8.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.8K+ 6.38% |
$1.45M - $1.66M
|
330K
$29.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
19.2K+ 6.1% |
$1.41M - $1.61M
|
333K
$29.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19K+ 2.13% |
$1.39M - $1.59M
|
909K
$81.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
17.9K+ 22.69% |
$1.31M - $1.5M
|
96.7K
$8.66M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.4K+ 5.25% |
$1.27M - $1.46M
|
348K
$31.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
17.1K+ 23.06% |
$1.26M - $1.44M
|
91.3K
$8.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.3K+ 169.89% |
$1.19M - $1.37M
|
25.8K
$2.31M
|