Purchases and Sales Made in Q1 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.59MNew |
$227M - $265M
|
3.59M
$298M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.79M+ 441.67% |
$113M - $132M
|
2.19M
$182M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.56M+ 5.9% |
$98.6M - $115M
|
28M
$2.32B
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.17M+ 1035.23% |
$73.5M - $85.9M
|
1.28M
$106M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.02M+ 25.97% |
$64.4M - $75.2M
|
4.95M
$410M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
750K+ 10.51% |
$47.4M - $55.3M
|
7.89M
$654M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
748K+ 44.51% |
$47.2M - $55.1M
|
2.43M
$201M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
682K+ 10.1% |
$43M - $50.3M
|
7.44M
$617M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
621K+ 21.93% |
$39.2M - $45.8M
|
3.45M
$286M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
561KNew |
$35.4M - $41.4M
|
561K
$46.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
429K+ 1311.34% |
$27.1M - $31.6M
|
462K
$38.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
404K+ 10111.86% |
$25.5M - $29.8M
|
408K
$33.8M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
380KNew |
$24M - $28M
|
380K
$31.5M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
363K+ 5337.59% |
$22.9M - $26.8M
|
370K
$30.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
343K+ 110.59% |
$21.6M - $25.3M
|
652K
$54.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
310K+ 2.49% |
$19.6M - $22.9M
|
12.8M
$1.06B
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
284K+ 383.06% |
$17.9M - $20.9M
|
358K
$29.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
269K+ 10.89% |
$17M - $19.8M
|
2.74M
$227M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
251K+ 16.5% |
$15.8M - $18.5M
|
1.77M
$147M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
238K+ 6.09% |
$15M - $17.6M
|
4.15M
$344M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
234KNew |
$14.8M - $17.3M
|
234K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
223K+ 170.25% |
$14.1M - $16.5M
|
355K
$29.4M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
218K+ 3756.35% |
$13.7M - $16M
|
223K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
216K+ 4.46% |
$13.6M - $15.9M
|
5.06M
$420M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
207K+ 7.71% |
$13M - $15.2M
|
2.89M
$239M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
204KNew |
$12.9M - $15.1M
|
204K
$16.9M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
204K+ 541.98% |
$12.9M - $15M
|
242K
$20M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
196K+ 3628.67% |
$12.4M - $14.5M
|
202K
$16.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 2.81% |
$11M - $12.9M
|
6.4M
$531M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 2.81% |
$11M - $12.9M
|
6.4M
$531M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
169K+ 100.52% |
$10.7M - $12.5M
|
338K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
168K+ 4329.28% |
$10.6M - $12.4M
|
172K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
148K+ 51.71% |
$9.35M - $10.9M
|
435K
$36M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
141K+ 48.74% |
$8.87M - $10.4M
|
429K
$35.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138K+ 11.31% |
$8.7M - $10.2M
|
1.36M
$112M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
133K+ 105.06% |
$8.4M - $9.81M
|
260K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
133K+ 11.49% |
$8.37M - $9.78M
|
1.29M
$107M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
124K+ 64.68% |
$7.84M - $9.16M
|
316K
$26.2M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
119KNew |
$7.5M - $8.76M
|
119K
$9.85M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
113K+ 26.94% |
$7.11M - $8.3M
|
530K
$44M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
112K+ 23.34% |
$7.06M - $8.25M
|
591K
$49M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
109K+ 47.94% |
$6.87M - $8.02M
|
336K
$27.8M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
105K+ 72.63% |
$6.64M - $7.75M
|
250K
$20.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
104K+ 96.77% |
$6.55M - $7.65M
|
211K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102K+ 23.59% |
$6.43M - $7.51M
|
534K
$44.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96.5K+ 56.34% |
$6.09M - $7.12M
|
268K
$22.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
94.1K+ 15.64% |
$5.94M - $6.94M
|
696K
$57.7M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
92.8K+ 1098.98% |
$5.86M - $6.85M
|
101K
$8.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
92.6K+ 6.92% |
$5.84M - $6.82M
|
1.43M
$119M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
88.2KNew |
$5.57M - $6.5M
|
88.2K
$7.31M
|