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 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-1.64K- 9.01% |
$134K - $149K
|
16.5K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.69K- 2.28% |
$138K - $154K
|
72.3K
$6.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.71K- 19.71% |
$140K - $156K
|
6.98K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.77K- 0.83% |
$144K - $161K
|
210K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.8K- 2.0% |
$147K - $164K
|
88.3K
$7.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-1.8K- 2.51% |
$147K - $165K
|
69.9K
$6.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.84K- 12.36% |
$150K - $168K
|
13K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.84K- 5.52% |
$151K - $168K
|
31.6K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.85K- 1.81% |
$151K - $169K
|
100K
$8.98M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.9K- 0.46% |
$155K - $173K
|
414K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 0.39% |
$156K - $175K
|
488K
$43.7M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.94K- 43.19% |
$158K - $177K
|
2.55K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.96K- 9.85% |
$160K - $179K
|
17.9K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.96K- 15.66% |
$161K - $179K
|
10.6K
$948K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.99K- 1.62% |
$162K - $182K
|
121K
$10.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.01K- 21.14% |
$164K - $183K
|
7.48K
$670K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.03K- 13.02% |
$166K - $185K
|
13.6K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.13K- 4.36% |
$174K - $194K
|
46.6K
$4.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2.14K- 18.05% |
$175K - $196K
|
9.73K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2.2K- 0.83% |
$180K - $201K
|
261K
$23.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.21K- 41.76% |
$180K - $202K
|
3.08K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.22K- 12.64% |
$181K - $203K
|
15.3K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.25K- 6.21% |
$184K - $205K
|
33.9K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.29K- 9.91% |
$187K - $209K
|
20.8K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.29K- 8.87% |
$187K - $209K
|
23.5K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-2.3K- 1.52% |
$188K - $210K
|
149K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.33K- 3.04% |
$190K - $213K
|
74.4K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.34K- 90.48% |
$191K - $214K
|
246
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 14.68% |
$192K - $214K
|
13.6K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.35K- 2.95% |
$192K - $215K
|
77.5K
$6.95M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.39K- 5.46% |
$195K - $218K
|
41.4K
$3.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.39K- 2.32% |
$196K - $219K
|
101K
$9.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 29.02% |
$207K - $231K
|
6.19K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-2.56K- 43.01% |
$209K - $234K
|
3.39K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.56K- 1.32% |
$209K - $234K
|
192K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.62K- 50.69% |
$214K - $239K
|
2.54K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.66K- 4.44% |
$217K - $243K
|
57.2K
$5.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.71K- 27.38% |
$222K - $248K
|
7.19K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.72K- 40.46% |
$223K - $249K
|
4.01K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.76K- 3.32% |
$226K - $252K
|
80.3K
$7.19M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-2.81K- 3.03% |
$230K - $257K
|
89.9K
$8.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.87K- 18.35% |
$235K - $262K
|
12.8K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.94K- 2.5% |
$240K - $269K
|
115K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.06K- 4.68% |
$250K - $279K
|
62.3K
$5.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.07K- 4.2% |
$251K - $281K
|
70.1K
$6.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.12K- 1.22% |
$255K - $285K
|
252K
$22.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.26K- 11.5% |
$267K - $298K
|
25.1K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-3.42K- 3.87% |
$280K - $313K
|
85.1K
$7.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.44K- 0.07% |
$282K - $315K
|
4.64M
$415M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.49K- 1.9% |
$285K - $319K
|
180K
$16.1M
|