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 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.4KNew |
$196K - $219K
|
2.4K
$192K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.38K+ 6.26% |
$194K - $217K
|
40.3K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.38KNew |
$194K - $217K
|
2.38K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.37KNew |
$194K - $216K
|
2.37K
$190K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.35KNew |
$192K - $215K
|
2.35K
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.35KNew |
$192K - $214K
|
2.35K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.34KNew |
$192K - $214K
|
2.34K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.33KNew |
$191K - $213K
|
2.33K
$187K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 7.92% |
$191K - $213K
|
31.8K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.32K+ 3.68% |
$190K - $212K
|
65.4K
$5.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.3K+ 10.21% |
$188K - $211K
|
24.9K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.3K+ 1.97% |
$188K - $210K
|
119K
$9.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$186K - $208K
|
2.28K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.22K+ 26.73% |
$181K - $203K
|
10.5K
$843K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 6.07% |
$178K - $198K
|
38K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.11K+ 29.54% |
$172K - $193K
|
9.25K
$741K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.1K+ 44.93% |
$172K - $192K
|
6.78K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.09KNew |
$171K - $191K
|
2.09K
$167K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.06K+ 2.1% |
$168K - $188K
|
100K
$8.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.04K+ 8.11% |
$167K - $187K
|
27.2K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 0.3% |
$165K - $184K
|
665K
$53.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.97K+ 1.16% |
$161K - $180K
|
171K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.93K+ 112.4% |
$158K - $176K
|
3.65K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.9K+ 8.57% |
$156K - $174K
|
24.1K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.87K+ 2.9% |
$153K - $171K
|
66.6K
$5.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.86K+ 5.8% |
$152K - $170K
|
34K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.86K+ 1.4% |
$152K - $170K
|
135K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.85K+ 4.08% |
$151K - $169K
|
47.2K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.84K+ 5.69% |
$150K - $168K
|
34.2K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.83K+ 1.65% |
$150K - $167K
|
113K
$9.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.78K+ 16.87% |
$145K - $162K
|
12.3K
$986K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.76K+ 8.1% |
$144K - $161K
|
23.4K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.71K+ 62.65% |
$140K - $156K
|
4.44K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.7K+ 1.19% |
$139K - $155K
|
144K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.69K+ 6.44% |
$138K - $155K
|
28K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.68K+ 19.9% |
$137K - $154K
|
10.1K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.63K+ 3.94% |
$134K - $149K
|
43.1K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.61K+ 1.8% |
$131K - $147K
|
91K
$7.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.57K+ 0.12% |
$129K - $144K
|
1.29M
$103M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.56KNew |
$128K - $143K
|
1.56K
$125K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.56K+ 9.36% |
$128K - $143K
|
18.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.53K+ 3.29% |
$125K - $140K
|
48.2K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.51K+ 0.59% |
$124K - $138K
|
260K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.47K+ 1.31% |
$120K - $134K
|
114K
$9.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.46K+ 14.27% |
$119K - $134K
|
11.7K
$937K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 1.47% |
$118K - $132K
|
100K
$8.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.4K+ 28.28% |
$115K - $128K
|
6.36K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.34K+ 23.68% |
$109K - $122K
|
6.98K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.32K+ 2.79% |
$108K - $121K
|
48.8K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 23.43% |
$108K - $121K
|
6.95K
$557K
|