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 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
34.9K+ 2.61% |
$2.2M - $2.57M
|
1.37M
$118M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
34.1K+ 38.88% |
$2.15M - $2.52M
|
122K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
33.2K+ 54.53% |
$2.1M - $2.45M
|
94.1K
$8.12M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
32.4K+ 12.04% |
$2.05M - $2.39M
|
302K
$26M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32.1KNew |
$2.02M - $2.37M
|
32.1K
$2.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
32KNew |
$2.02M - $2.36M
|
32K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
31.4KNew |
$1.98M - $2.32M
|
31.4K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
31KNew |
$1.96M - $2.29M
|
31K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31K+ 161.87% |
$1.96M - $2.29M
|
50.2K
$4.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
30.8K+ 60.59% |
$1.94M - $2.27M
|
81.6K
$7.04M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30.8K+ 31.93% |
$1.94M - $2.27M
|
127K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
28.1KNew |
$1.78M - $2.07M
|
28.1K
$2.43M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26.9K+ 14.54% |
$1.7M - $1.98M
|
212K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.8K+ 12649.53% |
$1.69M - $1.98M
|
27K
$2.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
26.3KNew |
$1.66M - $1.94M
|
26.3K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$1.66M - $1.94M
|
26.2K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.8K+ 178.48% |
$1.56M - $1.83M
|
38.6K
$3.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
24.7KNew |
$1.56M - $1.82M
|
24.7K
$2.14M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
24.7K+ 161.98% |
$1.56M - $1.82M
|
39.9K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.8KNew |
$1.5M - $1.76M
|
23.8K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.4K+ 486.09% |
$1.48M - $1.73M
|
28.2K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.9K+ 6.86% |
$1.45M - $1.69M
|
357K
$30.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
22.4K+ 9.52% |
$1.41M - $1.65M
|
257K
$22.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.1K+ 229.61% |
$1.4M - $1.63M
|
31.7K
$2.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
22.1K+ 36.88% |
$1.39M - $1.63M
|
82K
$7.08M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$1.38M - $1.61M
|
21.8K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
21.2K+ 8.54% |
$1.34M - $1.56M
|
269K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.1K+ 15.26% |
$1.33M - $1.56M
|
159K
$13.8M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
20.7K+ 1421.55% |
$1.31M - $1.53M
|
22.2K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.6K+ 43.54% |
$1.3M - $1.52M
|
67.9K
$5.86M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20K+ 4.88% |
$1.26M - $1.48M
|
431K
$37.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.9K+ 33.11% |
$1.26M - $1.47M
|
80.1K
$6.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
18.9K+ 13.03% |
$1.19M - $1.39M
|
164K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18.8K+ 92.61% |
$1.19M - $1.39M
|
39.1K
$3.37M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.6K+ 5.74% |
$1.18M - $1.37M
|
343K
$29.6M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.6K+ 20.37% |
$1.17M - $1.37M
|
110K
$9.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
18.5K+ 1.93% |
$1.17M - $1.36M
|
975K
$84.1M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
18.4K+ 12.92% |
$1.16M - $1.36M
|
161K
$13.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.3KNew |
$1.16M - $1.35M
|
18.3K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.2KNew |
$1.15M - $1.34M
|
18.2K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.3KNew |
$1.09M - $1.28M
|
17.3K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17K+ 32.06% |
$1.07M - $1.26M
|
70.1K
$6.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
16.6K+ 3.94% |
$1.05M - $1.22M
|
437K
$37.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.5K+ 6.98% |
$1.04M - $1.21M
|
252K
$21.8M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
16.4KNew |
$1.03M - $1.21M
|
16.4K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
15.9K+ 9.27% |
$1.01M - $1.17M
|
188K
$16.2M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.7KNew |
$988K - $1.15M
|
15.7K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15.3K+ 7.02% |
$968K - $1.13M
|
234K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.2K+ 168.13% |
$963K - $1.12M
|
24.3K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15K+ 228.5% |
$945K - $1.1M
|
21.5K
$1.86M
|