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 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-210- 2.84% |
$17.2K - $19.2K
|
7.19K
$644K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-214- 7.28% |
$17.5K - $19.6K
|
2.73K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-214- 0.3% |
$17.5K - $19.6K
|
70.8K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-220- 8.33% |
$18K - $20.1K
|
2.42K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-221- 2.05% |
$18.1K - $20.2K
|
10.6K
$945K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-243- 0.8% |
$19.9K - $22.2K
|
30.2K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-249- 5.71% |
$20.4K - $22.8K
|
4.11K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-254- 1.27% |
$20.8K - $23.2K
|
19.8K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-255- 0.29% |
$20.8K - $23.3K
|
88.6K
$7.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-260- 25.64% |
$21.3K - $23.8K
|
754
$67.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-270- 2.22% |
$22.1K - $24.7K
|
11.9K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-272- 2.2% |
$22.2K - $24.9K
|
12.1K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-284- 0.65% |
$23.2K - $26K
|
43.4K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-286- 8.17% |
$23.4K - $26.1K
|
3.21K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-286- 11.09% |
$23.4K - $26.1K
|
2.29K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-290- 7.06% |
$23.7K - $26.5K
|
3.82K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-296- 13.41% |
$24.2K - $27K
|
1.91K
$171K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-300- 4.88% |
$24.5K - $27.4K
|
5.85K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-305- 15.86% |
$24.9K - $27.9K
|
1.62K
$145K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-308- 4.55% |
$25.2K - $28.1K
|
6.46K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-310- 81.15% |
$25.3K - $28.3K
|
72
$6.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-311- 8.97% |
$25.4K - $28.4K
|
3.16K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-329- 2.97% |
$26.9K - $30.1K
|
10.7K
$963K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-341- 2.37% |
$27.9K - $31.2K
|
14K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-348- 0.64% |
$28.4K - $31.8K
|
53.9K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-355- 4.85% |
$29K - $32.4K
|
6.97K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-356- 3.97% |
$29.1K - $32.5K
|
8.62K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-358- 2.86% |
$29.3K - $32.7K
|
12.1K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-358- 6.29% |
$29.3K - $32.7K
|
5.33K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-371- 4.96% |
$30.3K - $33.9K
|
7.1K
$636K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-380- 6.23% |
$31.1K - $34.7K
|
5.72K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-385- 6.21% |
$31.5K - $35.2K
|
5.81K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 3.0% |
$31.8K - $35.5K
|
12.6K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-400- 6.46% |
$32.7K - $36.6K
|
5.8K
$519K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-405- 2.33% |
$33.1K - $37K
|
17K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-407- 3.49% |
$33.3K - $37.2K
|
11.3K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-417- 8.43% |
$34.1K - $38.1K
|
4.53K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-417- 4.28% |
$34.1K - $38.1K
|
9.33K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-418- 2.51% |
$34.2K - $38.2K
|
16.3K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-447- 5.79% |
$36.5K - $40.8K
|
7.27K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-451- 52.63% |
$36.9K - $41.2K
|
406
$36.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-455- 6.28% |
$37.2K - $41.6K
|
6.79K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-486- 2.15% |
$39.7K - $44.4K
|
22.1K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-503- 5.3% |
$41.1K - $46K
|
8.98K
$804K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-520- 1.83% |
$42.5K - $47.5K
|
27.8K
$2.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-532- 2.75% |
$43.5K - $48.6K
|
18.8K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-537- 3.44% |
$43.9K - $49.1K
|
15.1K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-549- 8.76% |
$44.9K - $50.2K
|
5.72K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-556- 2.51% |
$45.4K - $50.8K
|
21.6K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-572- 11.97% |
$46.8K - $52.3K
|
4.21K
$377K
|