Purchases and Sales Made in Q1 2024 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
161K+ 213.31% |
$8.73M - $9.61M
|
236K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
158K+ 73.41% |
$8.55M - $9.41M
|
372K
$23.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 5.96% |
$6.95M - $7.66M
|
2.28M
$143M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
111KNew |
$6M - $6.6M
|
111K
$6.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
74.2K+ 9.59% |
$4.02M - $4.43M
|
848K
$53.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40.9KNew |
$2.22M - $2.44M
|
40.9K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
38.3K+ 440.9% |
$2.07M - $2.28M
|
46.9K
$2.95M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.7K+ 57.3% |
$1.77M - $1.95M
|
89.7K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9K+ 146.84% |
$1.51M - $1.67M
|
46.9K
$2.95M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
23.6KNew |
$1.28M - $1.41M
|
23.6K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.7KNew |
$1.12M - $1.24M
|
20.7K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 1.28% |
$935K - $1.03M
|
1.36M
$85.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 8.31% |
$683K - $751K
|
164K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 30.45% |
$679K - $747K
|
53.6K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.3K+ 39.41% |
$557K - $613K
|
36.3K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.2K+ 49.8% |
$555K - $611K
|
30.8K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.94KNew |
$539K - $593K
|
9.94K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.67K+ 14.34% |
$416K - $458K
|
61.1K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.43K+ 85.88% |
$403K - $444K
|
16.1K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.21KNew |
$391K - $430K
|
7.21K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 18.49% |
$386K - $425K
|
45.7K
$2.87M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.06KNew |
$383K - $421K
|
7.06K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.57KNew |
$302K - $332K
|
5.57K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.95K+ 646.8% |
$268K - $295K
|
5.71K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.13KNew |
$224K - $246K
|
4.13K
$259K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.05KNew |
$220K - $242K
|
4.05K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.76KNew |
$204K - $224K
|
3.76K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.63K+ 49.38% |
$197K - $217K
|
11K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.6K+ 6.52% |
$195K - $215K
|
58.8K
$3.69M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.47KNew |
$188K - $207K
|
3.47K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.44KNew |
$186K - $205K
|
3.44K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.41KNew |
$185K - $203K
|
3.41K
$214K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.38K+ 26.26% |
$183K - $202K
|
16.2K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.97K+ 0.8% |
$161K - $177K
|
373K
$23.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 4.94% |
$133K - $146K
|
52K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 4.94% |
$133K - $146K
|
52K
$3.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.36K+ 0.79% |
$128K - $141K
|
301K
$18.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.16K+ 2.35% |
$117K - $129K
|
94.1K
$5.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.15K+ 5.89% |
$116K - $128K
|
38.7K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.03K+ 14.77% |
$110K - $121K
|
15.8K
$991K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.64KNew |
$89.1K - $98.1K
|
1.64K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54K+ 9.28% |
$83.4K - $91.8K
|
18.1K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.45K+ 11.62% |
$78.3K - $86.2K
|
13.9K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 15.49% |
$69.7K - $76.7K
|
9.59K
$602K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.04K+ 9.89% |
$56.2K - $61.8K
|
11.5K
$723K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.04K+ 35.34% |
$56.1K - $61.8K
|
3.96K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
889+ 18.7% |
$48.2K - $53.1K
|
5.64K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
879+ 9.89% |
$47.7K - $52.5K
|
9.76K
$613K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
872+ 2.53% |
$47.3K - $52K
|
35.3K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
864+ 15.0% |
$46.8K - $51.6K
|
6.62K
$416K
|