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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
823+ 80.21% |
$67.3K - $75.2K
|
1.85K
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
820+ 0.97% |
$67K - $74.9K
|
85.5K
$7.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
814+ 3.97% |
$66.5K - $74.4K
|
21.3K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
814+ 4.43% |
$66.5K - $74.4K
|
19.2K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
813+ 0.8% |
$66.5K - $74.3K
|
102K
$9.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
812+ 7.19% |
$66.4K - $74.2K
|
12.1K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
803+ 2.36% |
$65.6K - $73.4K
|
34.9K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
800+ 4.84% |
$65.4K - $73.1K
|
17.3K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
794+ 2.42% |
$64.9K - $72.6K
|
33.6K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
789New |
$64.5K - $72.1K
|
789
$70.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
762+ 3.3% |
$62.3K - $69.6K
|
23.9K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
750+ 6.98% |
$61.3K - $68.5K
|
11.5K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
750+ 21.61% |
$61.3K - $68.5K
|
4.22K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
743+ 16.86% |
$60.7K - $67.9K
|
5.15K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
735+ 0.84% |
$60.1K - $67.2K
|
87.8K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
702+ 0.34% |
$57.4K - $64.1K
|
205K
$18.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
702+ 0.96% |
$57.4K - $64.1K
|
73.8K
$6.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
695+ 0.43% |
$56.8K - $63.5K
|
162K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
679+ 1.64% |
$55.5K - $62K
|
42K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
674+ 128.63% |
$55.1K - $61.6K
|
1.2K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
663New |
$54.2K - $60.6K
|
663
$59.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
647New |
$52.9K - $59.1K
|
647
$58K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
625+ 3.18% |
$51.1K - $57.1K
|
20.3K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
607+ 10.98% |
$49.6K - $55.5K
|
6.13K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
606+ 0.93% |
$49.5K - $55.4K
|
65.7K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
599+ 3.24% |
$49K - $54.7K
|
19.1K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
595+ 6.69% |
$48.6K - $54.4K
|
9.49K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
589New |
$48.1K - $53.8K
|
589
$52.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
589+ 16.24% |
$48.1K - $53.8K
|
4.22K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
577+ 0.8% |
$47.2K - $52.7K
|
72.4K
$6.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
563+ 1.37% |
$46K - $51.4K
|
41.7K
$3.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
543+ 93.46% |
$44.4K - $49.6K
|
1.12K
$101K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
536+ 66.92% |
$43.8K - $49K
|
1.34K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
530+ 6.97% |
$43.3K - $48.4K
|
8.14K
$729K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
527+ 2.81% |
$43.1K - $48.2K
|
19.3K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
520+ 10.09% |
$42.5K - $47.5K
|
5.67K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
513+ 4.52% |
$41.9K - $46.9K
|
11.9K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
513+ 916.07% |
$41.9K - $46.9K
|
569
$51K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
509+ 3.2% |
$41.6K - $46.5K
|
16.4K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
507+ 11.32% |
$41.4K - $46.3K
|
4.98K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
505New |
$41.3K - $46.1K
|
505
$45.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
504+ 3.1% |
$41.2K - $46.1K
|
16.7K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
493+ 0.78% |
$40.3K - $45.1K
|
63.8K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
492+ 309.43% |
$40.2K - $45K
|
651
$58.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
477+ 9.51% |
$39K - $43.6K
|
5.49K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
471New |
$38.5K - $43K
|
471
$42.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
468+ 0.77% |
$38.3K - $42.8K
|
61K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
466+ 2.96% |
$38.1K - $42.6K
|
16.2K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
458+ 19.79% |
$37.4K - $41.9K
|
2.77K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
449+ 17.79% |
$36.7K - $41K
|
2.97K
$266K
|