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 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-92.8K- 57.99% |
$5.86M - $6.84M
|
67.2K
$5.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-96.6K- 57.16% |
$6.1M - $7.12M
|
72.4K
$6.25M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-97K- 23.03% |
$6.12M - $7.15M
|
324K
$28M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-97.3K- 4.16% |
$6.14M - $7.18M
|
2.24M
$194M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-97.7K- 16.0% |
$6.17M - $7.21M
|
513K
$44.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-103K- 79.76% |
$6.49M - $7.58M
|
26.1K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-105K- 76.4% |
$6.6M - $7.71M
|
32.3K
$2.79M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-109K- 6.22% |
$6.91M - $8.07M
|
1.65M
$142M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-116K- 95.96% |
$7.33M - $8.56M
|
4.89K
$422K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125K- 12.56% |
$7.91M - $9.24M
|
872K
$75.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-139K- 7.99% |
$8.77M - $10.2M
|
1.6M
$138M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-146K- 7.77% |
$9.2M - $10.8M
|
1.73M
$149M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-157K- 12.79% |
$9.9M - $11.6M
|
1.07M
$92.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-168K- 29.32% |
$10.6M - $12.4M
|
405K
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172KClosed |
$10.9M - $12.7M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-179K- 22.78% |
$11.3M - $13.2M
|
607K
$52.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-185K- 42.33% |
$11.7M - $13.7M
|
253K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-186K- 14.53% |
$11.8M - $13.7M
|
1.1M
$94.7M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-216K- 57.46% |
$13.7M - $16M
|
160K
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-219K- 80.63% |
$13.8M - $16.1M
|
52.6K
$4.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-231K- 97.14% |
$14.6M - $17M
|
6.8K
$587K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-239K- 9.74% |
$15.1M - $17.6M
|
2.21M
$191M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-250K- 19.43% |
$15.8M - $18.4M
|
1.03M
$89.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-254K- 93.26% |
$16M - $18.7M
|
18.4K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-260K- 93.63% |
$16.4M - $19.2M
|
17.7K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-265K- 95.78% |
$16.7M - $19.6M
|
11.7K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-275K- 96.58% |
$17.4M - $20.3M
|
9.75K
$841K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-311K- 14.89% |
$19.6M - $22.9M
|
1.78M
$153M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-381K- 6.63% |
$24M - $28.1M
|
5.36M
$463M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-513K- 28.93% |
$32.4M - $37.8M
|
1.26M
$109M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-542K- 99.23% |
$34.2M - $39.9M
|
4.22K
$364K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-591K- 8.45% |
$37.3M - $43.6M
|
6.4M
$553M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-800K- 3.56% |
$50.5M - $59M
|
21.7M
$1.87B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-843K- 22.03% |
$53.2M - $62.2M
|
2.98M
$258M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07M- 31.4% |
$67.5M - $78.8M
|
2.34M
$202M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.24M- 95.18% |
$78.1M - $91.2M
|
62.6K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.69M- 91.48% |
$106M - $124M
|
157K
$13.6M
|