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
|
Ae Wealth Management LLC
|
BUY
|
- |
127K+ 5.8% |
$10.4M - $11.6M
|
2.32M
$186M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
126K+ 5.43% |
$10.3M - $11.5M
|
2.45M
$196M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
119K+ 4.15% |
$9.75M - $10.9M
|
3M
$240M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
116K+ 9.38% |
$9.48M - $10.6M
|
1.35M
$108M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
116KNew |
$9.48M - $10.6M
|
116K
$9.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113K+ 14.74% |
$9.24M - $10.3M
|
879K
$70.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
106KNew |
$8.64M - $9.65M
|
106K
$8.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
104K+ 95.86% |
$8.52M - $9.53M
|
213K
$17.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
104K+ 48.48% |
$8.51M - $9.52M
|
319K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
104KNew |
$8.5M - $9.5M
|
104K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
102K+ 3.72% |
$8.3M - $9.28M
|
2.83M
$227M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
100K+ 15.98% |
$8.19M - $9.16M
|
727K
$58.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99.9K+ 5.0% |
$8.17M - $9.13M
|
2.1M
$168M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99.4K+ 1.92% |
$8.12M - $9.08M
|
5.26M
$422M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
95.9KNew |
$7.84M - $8.77M
|
95.9K
$7.69M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
94.3K+ 261.69% |
$7.71M - $8.61M
|
130K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
89.9KNew |
$7.35M - $8.21M
|
89.9K
$7.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
78.3KNew |
$6.4M - $7.16M
|
78.3K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77.5KNew |
$6.34M - $7.08M
|
77.5K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
72.3KNew |
$5.91M - $6.61M
|
72.3K
$5.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
71.7K+ 21.16% |
$5.86M - $6.55M
|
410K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
71.4K+ 185.92% |
$5.84M - $6.53M
|
110K
$8.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.9K+ 3.85% |
$5.64M - $6.3M
|
1.86M
$149M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
67K+ 28.97% |
$5.48M - $6.12M
|
298K
$23.9M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
66.3K+ 26.37% |
$5.42M - $6.06M
|
318K
$25.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
66.2K+ 144.91% |
$5.41M - $6.05M
|
112K
$8.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
64.5K+ 4.89% |
$5.27M - $5.9M
|
1.38M
$111M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
58.4K+ 1.28% |
$4.77M - $5.33M
|
4.63M
$371M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.7K+ 3.47% |
$4.71M - $5.27M
|
1.72M
$138M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
56.9KNew |
$4.65M - $5.2M
|
56.9K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
56.2KNew |
$4.6M - $5.14M
|
56.2K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
51.9KNew |
$4.24M - $4.74M
|
51.9K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
49.4KNew |
$4.04M - $4.51M
|
49.4K
$3.96M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
49.3K+ 31998.7% |
$4.03M - $4.5M
|
49.4K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48.5K+ 21.41% |
$3.97M - $4.43M
|
275K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.9KNew |
$3.91M - $4.37M
|
47.9K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
47.6K+ 6595.15% |
$3.89M - $4.35M
|
48.3K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.6K+ 95.59% |
$3.81M - $4.26M
|
95.3K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.5K+ 25.76% |
$3.8M - $4.25M
|
227K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
46.4KNew |
$3.8M - $4.24M
|
46.4K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46.4K+ 48.69% |
$3.79M - $4.24M
|
142K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
46.3K+ 21.77% |
$3.78M - $4.23M
|
259K
$20.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.5K+ 52.51% |
$3.72M - $4.16M
|
132K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45KNew |
$3.68M - $4.11M
|
45K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
43.5K+ 11.41% |
$3.56M - $3.98M
|
425K
$34.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.1K+ 809.03% |
$3.44M - $3.85M
|
47.3K
$3.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41.1K+ 20.95% |
$3.36M - $3.76M
|
237K
$19M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
40.1KNew |
$3.27M - $3.66M
|
40.1K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
38.2KNew |
$3.12M - $3.49M
|
38.2K
$3.06M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.1K+ 7.03% |
$3.12M - $3.48M
|
581K
$46.5M
|