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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
35.9KNew |
$2.94M - $3.28M
|
35.9K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
35.8KNew |
$2.93M - $3.27M
|
35.8K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
35.6K+ 1.51% |
$2.91M - $3.25M
|
2.39M
$214M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
35.3K+ 31.22% |
$2.88M - $3.22M
|
148K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
35.1K+ 103.87% |
$2.87M - $3.21M
|
68.9K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
34.8KNew |
$2.85M - $3.18M
|
34.8K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
34.7K+ 38.04% |
$2.84M - $3.17M
|
126K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34.6K+ 156.39% |
$2.83M - $3.17M
|
56.8K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
34.5K+ 470.34% |
$2.82M - $3.15M
|
41.9K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
34.4KNew |
$2.81M - $3.15M
|
34.4K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
34.2K+ 18.33% |
$2.8M - $3.13M
|
221K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.2K+ 2.97% |
$2.79M - $3.12M
|
1.19M
$106M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.7KNew |
$2.76M - $3.08M
|
33.7K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32.9K+ 10.78% |
$2.69M - $3M
|
338K
$30.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
32.6KNew |
$2.66M - $2.98M
|
32.6K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.3K+ 0.94% |
$2.64M - $2.95M
|
3.47M
$311M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.1K+ 26.01% |
$2.62M - $2.93M
|
156K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
31.1K+ 47829.23% |
$2.54M - $2.84M
|
31.2K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
31K+ 11.95% |
$2.53M - $2.83M
|
290K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
30.9K+ 2.22% |
$2.53M - $2.82M
|
1.42M
$128M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
30.4K+ 29.2% |
$2.49M - $2.78M
|
135K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29.8K+ 160.44% |
$2.44M - $2.72M
|
48.4K
$4.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
29K+ 5.67% |
$2.37M - $2.65M
|
541K
$48.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
28.9K+ 9.62% |
$2.37M - $2.64M
|
330K
$29.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
28KNew |
$2.29M - $2.56M
|
28K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
27.1KNew |
$2.22M - $2.48M
|
27.1K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
26.8K+ 16.14% |
$2.19M - $2.45M
|
193K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
26.8K+ 7.77% |
$2.19M - $2.45M
|
372K
$33.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
26.5KNew |
$2.17M - $2.42M
|
26.5K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
26.5K+ 2.02% |
$2.16M - $2.42M
|
1.34M
$120M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
26.4K+ 79.53% |
$2.16M - $2.42M
|
59.7K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 2.77% |
$2.06M - $2.3M
|
934K
$83.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24.8K+ 6.89% |
$2.02M - $2.26M
|
384K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24.2K+ 80.03% |
$1.97M - $2.21M
|
54.3K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23.9K+ 8.77% |
$1.96M - $2.19M
|
297K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.3K+ 72.75% |
$1.91M - $2.13M
|
55.4K
$4.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.8K+ 118.39% |
$1.86M - $2.08M
|
42K
$3.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.9K+ 15.95% |
$1.79M - $2.01M
|
160K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
21.8KNew |
$1.78M - $1.99M
|
21.8K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.3K+ 2.02% |
$1.74M - $1.95M
|
1.08M
$96.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 6.36% |
$1.71M - $1.92M
|
351K
$31.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21KNew |
$1.71M - $1.92M
|
21K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.4K+ 4.57% |
$1.67M - $1.86M
|
466K
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
20.2K+ 28.9% |
$1.65M - $1.85M
|
90.2K
$8.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
19.4KNew |
$1.58M - $1.77M
|
19.4K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
19.3KNew |
$1.57M - $1.76M
|
19.3K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
19.2K+ 12.32% |
$1.57M - $1.76M
|
175K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.2KNew |
$1.57M - $1.75M
|
19.2K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19KNew |
$1.55M - $1.74M
|
19K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18K+ 20.05% |
$1.47M - $1.64M
|
108K
$9.64M
|