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 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-4.36K- 7.12% |
$275K - $321K
|
56.8K
$4.92M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.46K- 2.32% |
$281K - $328K
|
187K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.46K- 4.88% |
$282K - $329K
|
86.9K
$7.53M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.5K- 1.23% |
$284K - $332K
|
361K
$31.3M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.52K- 1.39% |
$285K - $333K
|
322K
$27.8M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.73K- 7.56% |
$298K - $348K
|
57.8K
$5M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.74K- 4.93% |
$299K - $350K
|
91.5K
$7.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4.85K- 35.55% |
$306K - $358K
|
8.8K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-4.9K- 18.57% |
$309K - $361K
|
21.5K
$1.86M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4.98K- 84.05% |
$314K - $367K
|
945
$81.8K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.22K- 0.68% |
$329K - $385K
|
765K
$66.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.25K- 6.42% |
$331K - $387K
|
76.4K
$6.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-5.49K- 1.11% |
$346K - $405K
|
487K
$42.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.54K- 27.33% |
$349K - $408K
|
14.7K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.55K- 7.37% |
$350K - $409K
|
69.8K
$6.04M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.61K- 9.36% |
$354K - $414K
|
54.4K
$4.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.75K- 7.91% |
$363K - $424K
|
67K
$5.8M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5.83K- 3.54% |
$368K - $430K
|
159K
$13.7M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.86K- 80.81% |
$370K - $432K
|
1.39K
$120K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.89K- 24.8% |
$372K - $434K
|
17.9K
$1.55M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-5.99K- 2.1% |
$378K - $441K
|
279K
$24.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-6.18K- 1.56% |
$390K - $456K
|
391K
$33.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.26K- 2.17% |
$395K - $462K
|
282K
$24.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.37K- 1.45% |
$402K - $470K
|
434K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.88K- 7.29% |
$434K - $507K
|
87.6K
$7.58M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-6.94K- 48.4% |
$438K - $512K
|
7.4K
$641K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-7.25K- 6.39% |
$457K - $534K
|
106K
$9.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 8.7% |
$458K - $535K
|
76.1K
$6.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.46K- 32.14% |
$471K - $550K
|
15.8K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7.52K- 7.67% |
$475K - $555K
|
90.6K
$7.84M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.89K- 11.22% |
$498K - $582K
|
62.4K
$5.41M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-8.07K- 7.25% |
$509K - $595K
|
103K
$8.94M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.34K- 1.18% |
$527K - $615K
|
699K
$60.5M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-8.6K- 11.01% |
$543K - $634K
|
69.5K
$6.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.64K- 41.98% |
$545K - $637K
|
11.9K
$1.03M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-8.92K- 3.72% |
$563K - $657K
|
231K
$20M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-9.17K- 4.62% |
$579K - $676K
|
190K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9.19K- 3.94% |
$580K - $678K
|
224K
$19.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-9.37K- 29.71% |
$591K - $691K
|
22.2K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-9.91K- 57.4% |
$626K - $731K
|
7.35K
$637K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.2K- 1.49% |
$646K - $754K
|
674K
$58.4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.3K- 4.5% |
$652K - $762K
|
219K
$19M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.4K- 37.63% |
$659K - $769K
|
17.3K
$1.5M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4K- 1.25% |
$659K - $770K
|
824K
$71.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 3.28% |
$707K - $826K
|
330K
$28.6M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.3K- 0.97% |
$714K - $834K
|
1.15M
$100M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11.4K- 19.43% |
$719K - $839K
|
47.2K
$4.09M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-12.5K- 7.44% |
$789K - $922K
|
155K
$13.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-12.6K- 5.53% |
$794K - $928K
|
215K
$18.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-12.7K- 25.66% |
$804K - $939K
|
36.9K
$3.2M
|