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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8M+ 176.93% |
$879M - $983M
|
16.8M
$1.51B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.68MNew |
$301M - $336M
|
3.68M
$330M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.61M+ 148942.8% |
$295M - $330M
|
3.61M
$324M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.54MNew |
$290M - $324M
|
3.54M
$317M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.78M+ 194.9% |
$227M - $254M
|
4.21M
$377M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.62M+ 8.34% |
$214M - $239M
|
34M
$3.05B
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.58M+ 7157.87% |
$129M - $144M
|
1.6M
$143M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4M+ 2707.51% |
$114M - $128M
|
1.45M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.29M+ 182.57% |
$106M - $118M
|
2M
$179M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.19M+ 42.82% |
$97.4M - $109M
|
3.98M
$356M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
841K+ 190.06% |
$68.7M - $76.8M
|
1.28M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
732KNew |
$59.8M - $66.9M
|
732K
$65.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
682K+ 4359.15% |
$55.7M - $62.3M
|
698K
$62.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
653K+ 30.52% |
$53.4M - $59.7M
|
2.79M
$250M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
602KNew |
$49.2M - $55M
|
602K
$53.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
562K+ 7779.39% |
$45.9M - $51.3M
|
569K
$51M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
544K+ 19.68% |
$44.5M - $49.7M
|
3.31M
$297M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
453K+ 51.29% |
$37M - $41.4M
|
1.34M
$120M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
443K+ 23.56% |
$36.2M - $40.5M
|
2.32M
$208M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
440KNew |
$36M - $40.2M
|
440K
$39.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
398K+ 119.9% |
$32.6M - $36.4M
|
731K
$65.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
398K+ 111.05% |
$32.5M - $36.3M
|
756K
$67.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
385KNew |
$31.5M - $35.2M
|
385K
$34.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
372KNew |
$30.4M - $34M
|
372K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
330K+ 4.22% |
$27M - $30.2M
|
8.15M
$730M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
313K+ 4610.0% |
$25.5M - $28.6M
|
319K
$28.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
308KNew |
$25.2M - $28.1M
|
308K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
308K+ 8.31% |
$25.1M - $28.1M
|
4.01M
$359M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
299K+ 36.64% |
$24.4M - $27.3M
|
1.11M
$99.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
296K+ 49.39% |
$24.2M - $27.1M
|
897K
$80.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
269KNew |
$22M - $24.6M
|
269K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
254K+ 396.36% |
$20.8M - $23.2M
|
319K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
247KNew |
$20.2M - $22.6M
|
247K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
242K+ 38.24% |
$19.7M - $22.1M
|
873K
$78.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
226K+ 35.02% |
$18.4M - $20.6M
|
870K
$77.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
217KNew |
$17.7M - $19.8M
|
217K
$19.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
189K+ 34.27% |
$15.5M - $17.3M
|
741K
$66.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
186K+ 611.62% |
$15.2M - $17M
|
217K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170K+ 381.77% |
$13.9M - $15.5M
|
214K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
168K+ 11.34% |
$13.8M - $15.4M
|
1.65M
$148M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
152K+ 235.77% |
$12.4M - $13.9M
|
216K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
151K+ 158.63% |
$12.3M - $13.8M
|
246K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 2.05% |
$12.2M - $13.6M
|
7.4M
$663M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146K+ 49.34% |
$12M - $13.4M
|
443K
$39.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
144K+ 21.04% |
$11.8M - $13.1M
|
828K
$74.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 34.34% |
$11.3M - $12.7M
|
542K
$48.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
135K+ 6.02% |
$11.1M - $12.4M
|
2.39M
$214M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
135K+ 45.65% |
$11M - $12.3M
|
429K
$38.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
130K+ 107.72% |
$10.6M - $11.9M
|
250K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
129KNew |
$10.6M - $11.8M
|
129K
$11.6M
|