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
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-3.55K- 11.53% |
$290K - $324K
|
27.3K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.55K- 1.69% |
$290K - $325K
|
207K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.61K- 7.02% |
$295K - $330K
|
47.8K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.62K- 14.12% |
$296K - $331K
|
22K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.77K- 2.45% |
$308K - $344K
|
150K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.82K- 6.02% |
$312K - $349K
|
59.6K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.84K- 10.82% |
$314K - $351K
|
31.6K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.87K- 1.45% |
$317K - $354K
|
262K
$23.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.96K- 17.64% |
$324K - $362K
|
18.5K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.02K- 1.28% |
$329K - $367K
|
309K
$27.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.04K- 2.35% |
$331K - $370K
|
168K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.06K- 1.96% |
$332K - $371K
|
203K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.08K- 7.47% |
$333K - $373K
|
50.5K
$4.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.1K- 8.22% |
$335K - $374K
|
45.8K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4.17K- 8.77% |
$341K - $381K
|
43.3K
$3.88M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-4.25K- 5.73% |
$348K - $389K
|
69.9K
$6.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-4.4K- 3.16% |
$360K - $402K
|
135K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.44K- 1.06% |
$363K - $405K
|
415K
$37.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4.54K- 0.97% |
$371K - $415K
|
464K
$41.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.56K- 2.29% |
$373K - $417K
|
194K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.73K- 1.29% |
$386K - $432K
|
363K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.77K- 2.15% |
$390K - $436K
|
217K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.04K- 99.9% |
$412K - $460K
|
5
$448
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.08K- 26.19% |
$416K - $465K
|
14.3K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5.12K- 5.06% |
$418K - $467K
|
96K
$8.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5.2K- 2.16% |
$425K - $475K
|
235K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-5.6K- 2.2% |
$458K - $512K
|
249K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.83K- 8.19% |
$476K - $532K
|
65.3K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.88K- 9.93% |
$481K - $537K
|
53.4K
$4.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.04K- 1.37% |
$494K - $552K
|
433K
$38.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-6.05K- 2.89% |
$494K - $552K
|
203K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.16K- 8.64% |
$503K - $563K
|
65.1K
$5.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.18K- 4.3% |
$505K - $565K
|
138K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.22K- 7.31% |
$509K - $568K
|
78.9K
$7.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-6.33K- 1.73% |
$518K - $579K
|
360K
$32.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.39K- 2.05% |
$522K - $583K
|
305K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.49K- 2.86% |
$531K - $593K
|
221K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-6.54K- 15.61% |
$534K - $597K
|
35.3K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-6.63K- 16.72% |
$542K - $606K
|
33K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.66K- 23.71% |
$544K - $609K
|
21.4K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 11.18% |
$548K - $612K
|
53.2K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-6.71K- 7.87% |
$548K - $613K
|
78.5K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.74K- 28.35% |
$551K - $616K
|
17K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.77K- 45.65% |
$554K - $619K
|
8.06K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.01K- 26.06% |
$573K - $641K
|
19.9K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-7.11K- 0.68% |
$581K - $650K
|
1.04M
$93.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-7.48K- 3.7% |
$611K - $683K
|
195K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.69K- 1.9% |
$628K - $702K
|
397K
$35.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.93K- 9.33% |
$648K - $724K
|
77K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.96K- 0.85% |
$651K - $727K
|
924K
$82.8M
|