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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-37- 0.08% |
$2.34K - $2.73K
|
46.2K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40- 1.01% |
$2.52K - $2.95K
|
3.91K
$339K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-41- 0.48% |
$2.59K - $3.02K
|
8.52K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-47- 0.88% |
$2.97K - $3.47K
|
5.28K
$457K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-48- 0.61% |
$3.03K - $3.54K
|
7.77K
$673K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-50- 0.58% |
$3.16K - $3.69K
|
8.55K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-51- 68.0% |
$3.22K - $3.76K
|
24
$2.08K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-59- 0.89% |
$3.72K - $4.35K
|
6.58K
$569K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-62- 0.18% |
$3.91K - $4.57K
|
35.1K
$3.04M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-64- 1.6% |
$4.04K - $4.72K
|
3.95K
$342K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-69- 1.55% |
$4.36K - $5.09K
|
4.39K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-69- 0.37% |
$4.36K - $5.09K
|
18.6K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 32.29% |
$4.54K - $5.31K
|
151
$13.1K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-73- 3.66% |
$4.61K - $5.38K
|
1.92K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-75- 1.73% |
$4.73K - $5.53K
|
4.25K
$368K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-78- 1.32% |
$4.92K - $5.75K
|
5.83K
$505K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-80- 0.15% |
$5.05K - $5.9K
|
53K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-82- 0.55% |
$5.18K - $6.05K
|
14.7K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 6.66% |
$6.31K - $7.37K
|
1.4K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 40.0% |
$6.31K - $7.37K
|
150
$13K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-104- 0.95% |
$6.56K - $7.67K
|
10.8K
$939K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-107- 0.46% |
$6.75K - $7.89K
|
23K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-108- 0.82% |
$6.82K - $7.96K
|
13K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-110- 1.15% |
$6.94K - $8.11K
|
9.43K
$816K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-112- 0.16% |
$7.07K - $8.26K
|
71.4K
$6.18M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-117- 1.06% |
$7.39K - $8.63K
|
11K
$949K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-121- 0.62% |
$7.64K - $8.92K
|
19.4K
$1.68M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-121- 3.11% |
$7.64K - $8.92K
|
3.77K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-138- 1.77% |
$8.71K - $10.2K
|
7.67K
$664K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-140Closed |
$8.84K - $10.3K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-147- 1.14% |
$9.28K - $10.8K
|
12.8K
$1.11M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-148- 44.05% |
$9.34K - $10.9K
|
188
$16.3K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-164- 4.82% |
$10.4K - $12.1K
|
3.24K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-170- 4.09% |
$10.7K - $12.5K
|
3.99K
$345K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-170- 10.83% |
$10.7K - $12.5K
|
1.4K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-185- 4.33% |
$11.7K - $13.6K
|
4.08K
$354K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-187- 0.58% |
$11.8K - $13.8K
|
32.3K
$2.8M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-196- 2.9% |
$12.4K - $14.5K
|
6.56K
$568K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-200- 2.78% |
$12.6K - $14.7K
|
7K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-209- 4.16% |
$13.2K - $15.4K
|
4.81K
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-211- 1.73% |
$13.3K - $15.6K
|
12K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-215- 4.79% |
$13.6K - $15.9K
|
4.28K
$370K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-216- 4.69% |
$13.6K - $15.9K
|
4.39K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-218- 5.56% |
$13.8K - $16.1K
|
3.7K
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-229- 2.26% |
$14.5K - $16.9K
|
9.92K
$859K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-238- 1.46% |
$15K - $17.5K
|
16K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-243- 1.23% |
$15.3K - $17.9K
|
19.5K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-244- 7.99% |
$15.4K - $18K
|
2.81K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 16.91% |
$15.7K - $18.3K
|
1.22K
$106K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-258- 0.27% |
$16.3K - $19K
|
94.7K
$8.2M
|