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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
601New |
$32.6K - $35.9K
|
601
$37.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
544+ 6.4% |
$29.5K - $32.5K
|
9.04K
$567K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
448+ 7.56% |
$24.3K - $26.7K
|
6.37K
$400K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
418+ 13.37% |
$22.7K - $24.9K
|
3.54K
$222K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
193+ 438.64% |
$10.5K - $11.5K
|
237
$14.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
154+ 2.52% |
$8.35K - $9.19K
|
6.27K
$394K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
144+ 1.15% |
$7.81K - $8.59K
|
12.7K
$798K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
97New |
$5.26K - $5.79K
|
97
$6.09K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
90New |
$4.88K - $5.37K
|
90
$5.65K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
77+ 0.05% |
$4.17K - $4.6K
|
143K
$8.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
66New |
$3.58K - $3.94K
|
66
$4.14K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
61+ 5.99% |
$3.31K - $3.64K
|
1.08K
$67.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 1.7% |
$2.66K - $2.92K
|
2.93K
$184K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
46+ 1.02% |
$2.49K - $2.75K
|
4.55K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41New |
$2.22K - $2.45K
|
41
$2.57K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36+ 0.75% |
$1.95K - $2.15K
|
4.85K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 25.71% |
$976 - $1.07K
|
88
$5.52K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17New |
$922 - $1.01K
|
17
$1.07K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 26.67% |
$434 - $477
|
38
$2.39K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$54.2 - $59.7
|
1
$62.8
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.09% |
$1.08K - $1.19K
|
23.1K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-48- 1.77% |
$2.6K - $2.86K
|
2.67K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100- 1.99% |
$5.42K - $5.97K
|
4.92K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-108- 1.05% |
$5.85K - $6.45K
|
10.2K
$640K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-296- 1.54% |
$16K - $17.7K
|
18.9K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-312- 70.43% |
$16.9K - $18.6K
|
131
$8.22K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-330- 5.23% |
$17.9K - $19.7K
|
5.97K
$375K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-594- 1.46% |
$32.2K - $35.4K
|
40K
$2.51M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-646- 9.4% |
$35K - $38.6K
|
6.23K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-681- 0.88% |
$36.9K - $40.6K
|
76.5K
$4.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-874- 5.12% |
$47.4K - $52.2K
|
16.2K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-949- 3.0% |
$51.4K - $56.6K
|
30.7K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.42K- 2.29% |
$77K - $84.7K
|
60.6K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.51K- 5.6% |
$81.9K - $90.1K
|
25.5K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 16.21% |
$120K - $132K
|
11.5K
$719K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.35K- 4.29% |
$182K - $200K
|
74.8K
$4.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.39K- 6.13% |
$184K - $202K
|
52K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-3.46K- 1.42% |
$188K - $206K
|
240K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.64K- 7.09% |
$197K - $217K
|
47.7K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.7K- 49.99% |
$255K - $280K
|
4.7K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.19K- 55.69% |
$336K - $369K
|
4.92K
$309K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.43K- 56.65% |
$349K - $384K
|
4.92K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.23K- 15.0% |
$392K - $431K
|
40.9K
$2.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-12.5K- 9.7% |
$675K - $743K
|
116K
$7.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17.1K- 29.51% |
$926K - $1.02M
|
40.8K
$2.56M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.1K- 52.63% |
$1.09M - $1.2M
|
18.1K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-25.2K- 27.56% |
$1.37M - $1.5M
|
66.2K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-31.2K- 45.13% |
$1.69M - $1.86M
|
37.9K
$2.38M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-58.5K- 12.58% |
$3.17M - $3.49M
|
406K
$25.5M
|