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 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-243- 1.23% |
$15.3K - $17.9K
|
19.5K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-244- 7.99% |
$15.4K - $18K
|
2.81K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 16.91% |
$15.7K - $18.3K
|
1.22K
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-258- 0.27% |
$16.3K - $19K
|
94.7K
$8.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-266- 0.27% |
$16.8K - $19.6K
|
97.8K
$9.03M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-267- 0.31% |
$16.9K - $19.7K
|
85.4K
$7.88M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-272- 5.8% |
$17.2K - $20.1K
|
4.42K
$408K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-279- 4.45% |
$17.6K - $20.6K
|
5.99K
$553K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-284- 4.1% |
$17.9K - $20.9K
|
6.64K
$613K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-290- 0.49% |
$18.3K - $21.4K
|
58.5K
$5.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-302- 4.18% |
$19.1K - $22.3K
|
6.92K
$639K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-309- 5.59% |
$19.5K - $22.8K
|
5.22K
$482K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-318- 1.59% |
$20.1K - $23.4K
|
19.7K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-329- 4.89% |
$20.8K - $24.3K
|
6.4K
$590K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-348- 1.11% |
$22K - $25.7K
|
31.1K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-353- 14.34% |
$22.3K - $26K
|
2.11K
$195K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-357- 10.91% |
$22.5K - $26.3K
|
2.92K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-360- 27.03% |
$22.7K - $26.5K
|
972
$89.7K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-366- 6.64% |
$23.1K - $27K
|
5.15K
$475K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-367- 0.34% |
$23.2K - $27.1K
|
109K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-372- 0.42% |
$23.5K - $27.4K
|
87.8K
$8.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-382- 1.15% |
$24.1K - $28.2K
|
32.8K
$3.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-384- 0.72% |
$24.2K - $28.3K
|
53.3K
$4.92M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-387- 0.1% |
$24.4K - $28.5K
|
388K
$35.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-394- 7.73% |
$24.9K - $29K
|
4.7K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-402- 1.56% |
$25.4K - $29.6K
|
25.4K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-404- 2.01% |
$25.5K - $29.8K
|
19.7K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-407- 0.44% |
$25.7K - $30K
|
93.1K
$8.59M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-407- 0.44% |
$25.7K - $30K
|
93.1K
$8.59M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-417- 5.47% |
$26.3K - $30.7K
|
7.21K
$666K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-427- 10.6% |
$27K - $31.5K
|
3.6K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-428- 5.0% |
$27K - $31.6K
|
8.13K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-430- 1.33% |
$27.1K - $31.7K
|
32K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-453- 2.19% |
$28.6K - $33.4K
|
20.2K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-456- 7.92% |
$28.8K - $33.6K
|
5.3K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-475- 1.09% |
$30K - $35K
|
43.1K
$3.98M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-477- 1.9% |
$30.1K - $35.2K
|
24.6K
$2.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-495- 30.44% |
$31.2K - $36.5K
|
1.13K
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-501- 1.15% |
$31.6K - $36.9K
|
43.2K
$3.99M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-504- 3.83% |
$31.8K - $37.2K
|
12.6K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-506- 0.59% |
$31.9K - $37.3K
|
85.4K
$7.88M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-511- 7.36% |
$32.3K - $37.7K
|
6.43K
$594K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-528- 5.95% |
$33.3K - $38.9K
|
8.35K
$771K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-538- 8.08% |
$34K - $39.7K
|
6.12K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-549- 0.9% |
$34.7K - $40.5K
|
60.2K
$5.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-551- 16.78% |
$34.8K - $40.6K
|
2.73K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-553- 1.97% |
$34.9K - $40.8K
|
27.6K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-556- 5.74% |
$35.1K - $41K
|
9.13K
$843K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-589- 1.74% |
$37.2K - $43.4K
|
33.2K
$3.07M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-605- 17.92% |
$38.2K - $44.6K
|
2.77K
$256K
|