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
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-11.7K- 3.05% |
$958K - $1.07M
|
373K
$29.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-11.9K- 31.2% |
$976K - $1.09M
|
26.3K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-12.1K- 3.11% |
$987K - $1.1M
|
376K
$30.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-12.3K- 35.64% |
$1.01M - $1.13M
|
22.2K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.8K- 8.84% |
$1.04M - $1.17M
|
132K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13K- 5.57% |
$1.07M - $1.19M
|
221K
$17.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-13.2K- 10.77% |
$1.08M - $1.21M
|
109K
$8.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-13.6K- 33.1% |
$1.11M - $1.24M
|
27.5K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-13.8K- 4.8% |
$1.13M - $1.26M
|
274K
$22M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-15.5K- 18.39% |
$1.27M - $1.42M
|
68.8K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15.9K- 88.02% |
$1.3M - $1.46M
|
2.17K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.3K- 17.48% |
$1.33M - $1.49M
|
77.1K
$6.18M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-17.9K- 77.74% |
$1.46M - $1.63M
|
5.12K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.4K- 27.72% |
$1.5M - $1.68M
|
47.9K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.2K- 64.89% |
$1.57M - $1.76M
|
10.4K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.4K- 10.24% |
$1.59M - $1.77M
|
170K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20.7K- 10.02% |
$1.69M - $1.89M
|
185K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-20.8K- 40.47% |
$1.7M - $1.9M
|
30.6K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-21.6K- 27.22% |
$1.76M - $1.97M
|
57.7K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-22.4K- 4.57% |
$1.83M - $2.05M
|
469K
$37.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22.8K- 1.85% |
$1.87M - $2.09M
|
1.21M
$96.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-23.1K- 10.06% |
$1.89M - $2.11M
|
207K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 43.4% |
$1.93M - $2.16M
|
30.8K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-23.8K- 44.26% |
$1.95M - $2.18M
|
30K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.5K- 98.29% |
$2M - $2.23M
|
426
$34.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-26.8K- 45.52% |
$2.19M - $2.45M
|
32.1K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.1K- 16.25% |
$2.21M - $2.47M
|
140K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-31.9K- 11.27% |
$2.61M - $2.92M
|
251K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-33.1K- 11.4% |
$2.71M - $3.03M
|
257K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.6K- 9.44% |
$2.75M - $3.07M
|
323K
$25.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-34.6K- 29.65% |
$2.83M - $3.16M
|
82K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.2K- 37.95% |
$2.87M - $3.21M
|
57.5K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-35.7K- 11.65% |
$2.92M - $3.26M
|
271K
$21.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 6.52% |
$3.1M - $3.46M
|
543K
$43.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-38.7K- 88.81% |
$3.16M - $3.54M
|
4.88K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40.4K- 11.95% |
$3.3M - $3.69M
|
297K
$23.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44.2K- 8.2% |
$3.62M - $4.04M
|
495K
$39.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.7K- 11.02% |
$3.66M - $4.09M
|
361K
$28.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-45.7K- 10.83% |
$3.74M - $4.18M
|
377K
$30.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-46.9K- 35.45% |
$3.84M - $4.29M
|
85.5K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-52.7K- 38.89% |
$4.3M - $4.81M
|
82.8K
$6.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-59.6K- 89.13% |
$4.87M - $5.45M
|
7.27K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-63.2K- 48.34% |
$5.16M - $5.77M
|
67.5K
$5.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-65.8K- 70.61% |
$5.38M - $6.02M
|
27.4K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-73.1K- 10.86% |
$5.97M - $6.68M
|
600K
$48.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-75K- 5.82% |
$6.13M - $6.85M
|
1.21M
$97.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-76.5K- 33.31% |
$6.26M - $6.99M
|
153K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-88.6K- 86.39% |
$7.24M - $8.09M
|
13.9K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-97.4K- 44.89% |
$7.96M - $8.9M
|
119K
$9.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-103K- 6.44% |
$8.42M - $9.41M
|
1.5M
$120M
|