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 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-8.6K- 11.01% |
$543K - $634K
|
69.5K
$7.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.64K- 41.98% |
$545K - $637K
|
11.9K
$1.24M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-8.92K- 3.72% |
$563K - $657K
|
231K
$23.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-9.17K- 4.62% |
$579K - $676K
|
190K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9.19K- 3.94% |
$580K - $678K
|
224K
$23.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-9.37K- 29.71% |
$591K - $691K
|
22.2K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-9.91K- 57.4% |
$626K - $731K
|
7.35K
$763K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.2K- 1.49% |
$646K - $754K
|
674K
$69.9M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.3K- 4.5% |
$652K - $762K
|
219K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.4K- 37.63% |
$659K - $769K
|
17.3K
$1.79M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4K- 1.25% |
$659K - $770K
|
824K
$85.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 3.28% |
$707K - $826K
|
330K
$34.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.3K- 0.97% |
$714K - $834K
|
1.15M
$120M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11.4K- 19.43% |
$719K - $839K
|
47.2K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-12.5K- 7.44% |
$789K - $922K
|
155K
$16.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-12.6K- 5.53% |
$794K - $928K
|
215K
$22.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-12.7K- 25.66% |
$804K - $939K
|
36.9K
$3.83M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.9K- 7.3% |
$812K - $949K
|
163K
$16.9M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-13.7K- 9.21% |
$865K - $1.01M
|
135K
$14M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-13.7K- 7.86% |
$866K - $1.01M
|
161K
$16.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-13.8K- 5.43% |
$873K - $1.02M
|
241K
$25M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-13.9K- 3.07% |
$880K - $1.03M
|
440K
$45.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-14.4K- 18.2% |
$911K - $1.06M
|
64.9K
$6.73M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-14.6K- 3.46% |
$921K - $1.08M
|
408K
$42.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.1K- 0.82% |
$953K - $1.11M
|
1.83M
$190M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-15.4K- 17.02% |
$972K - $1.13M
|
75K
$7.78M
|
|
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.7K- 29.13% |
$992K - $1.16M
|
38.3K
$3.97M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.7K- 29.13% |
$992K - $1.16M
|
38.3K
$3.97M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-16K- 5.42% |
$1.01M - $1.18M
|
279K
$29M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.1K- 4.79% |
$1.08M - $1.26M
|
339K
$35.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17.9K- 27.23% |
$1.13M - $1.32M
|
47.8K
$4.96M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-18.7K- 18.92% |
$1.18M - $1.38M
|
80.3K
$8.33M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 18.66% |
$1.18M - $1.38M
|
81.8K
$8.48M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.1K- 46.25% |
$1.21M - $1.41M
|
22.2K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-19.6K- 10.97% |
$1.24M - $1.44M
|
159K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-20.1K- 5.39% |
$1.27M - $1.48M
|
353K
$36.6M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-21.3K- 6.75% |
$1.34M - $1.57M
|
294K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 5.7% |
$1.76M - $2.06M
|
462K
$47.9M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31.1K- 20.87% |
$1.96M - $2.29M
|
118K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.2K- 41.34% |
$1.97M - $2.3M
|
44.3K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-31.8K- 49.7% |
$2.01M - $2.34M
|
32.2K
$3.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-31.9K- 34.84% |
$2.01M - $2.35M
|
59.6K
$6.19M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-32.2K- 5.7% |
$2.03M - $2.37M
|
532K
$55.2M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34.6K- 94.85% |
$2.19M - $2.55M
|
1.88K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-35.3K- 3.47% |
$2.23M - $2.6M
|
983K
$102M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-35.9K- 4.14% |
$2.27M - $2.65M
|
831K
$86.2M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-36.7K- 54.85% |
$2.32M - $2.7M
|
30.2K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36.9K- 38.47% |
$2.33M - $2.72M
|
59.1K
$6.13M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-37.1K- 43.78% |
$2.34M - $2.74M
|
47.7K
$4.95M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-37.2K- 5.08% |
$2.35M - $2.74M
|
694K
$72M
|