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 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
916+ 12.05% |
$57.8K - $67.5K
|
8.52K
$735K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
916+ 12.43% |
$57.8K - $67.5K
|
8.29K
$715K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
914+ 5.16% |
$57.7K - $67.4K
|
18.6K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
909+ 2.8% |
$57.4K - $67K
|
33.3K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
904+ 23.6% |
$57.1K - $66.7K
|
4.74K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
865+ 14.95% |
$54.6K - $63.8K
|
6.65K
$574K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
858+ 3.27% |
$54.2K - $63.3K
|
27.1K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
834+ 5.66% |
$52.6K - $61.5K
|
15.6K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
798+ 12.86% |
$50.4K - $58.8K
|
7K
$604K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
796+ 1.32% |
$50.2K - $58.7K
|
61.1K
$5.28M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
790+ 2.9% |
$49.9K - $58.2K
|
28.1K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
773+ 17.48% |
$48.8K - $57K
|
5.19K
$448K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
760+ 13.37% |
$48K - $56K
|
6.44K
$556K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
740+ 4.62% |
$46.7K - $54.6K
|
16.8K
$1.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
734+ 2446.67% |
$46.3K - $54.1K
|
764
$65.9K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
732+ 2.26% |
$46.2K - $54K
|
33.2K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
720+ 15.27% |
$45.4K - $53.1K
|
5.44K
$469K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
714+ 2.85% |
$45.1K - $52.6K
|
25.7K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
707+ 4.74% |
$44.6K - $52.1K
|
15.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
700New |
$44.2K - $51.6K
|
700
$60.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
698+ 1.74% |
$44.1K - $51.5K
|
40.8K
$3.52M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
692New |
$43.7K - $51K
|
692
$59.7K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
681+ 0.46% |
$43K - $50.2K
|
148K
$12.8M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
647+ 132.85% |
$40.8K - $47.7K
|
1.13K
$97.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
611+ 6.06% |
$38.6K - $45K
|
10.7K
$923K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
606+ 0.75% |
$38.3K - $44.7K
|
81K
$6.99M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
601+ 4.34% |
$37.9K - $44.3K
|
14.5K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$37.9K - $44.2K
|
600
$51.8K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$37.9K - $44.2K
|
600
$51.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
583+ 0.06% |
$36.8K - $43K
|
1.04M
$89.5M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
576+ 2.67% |
$36.4K - $42.5K
|
22.2K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
574+ 1.01% |
$36.2K - $42.3K
|
57.5K
$4.97M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
574+ 14.82% |
$36.2K - $42.3K
|
4.45K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
568+ 3.41% |
$35.9K - $41.9K
|
17.2K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
563+ 1.81% |
$35.5K - $41.5K
|
31.7K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
508+ 9.89% |
$32.1K - $37.5K
|
5.65K
$487K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
494+ 5.38% |
$31.2K - $36.4K
|
9.68K
$835K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
479+ 7.49% |
$30.2K - $35.3K
|
6.87K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
424+ 11.75% |
$26.8K - $31.3K
|
4.03K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
410+ 8.66% |
$25.9K - $30.2K
|
5.14K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
406+ 2.64% |
$25.6K - $29.9K
|
15.8K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
386New |
$24.4K - $28.5K
|
386
$33.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
354New |
$22.3K - $26.1K
|
354
$30.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
350New |
$22.1K - $25.8K
|
350
$30.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
344+ 12.17% |
$21.7K - $25.4K
|
3.17K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
344+ 1.19% |
$21.7K - $25.4K
|
29.2K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
337+ 0.19% |
$21.3K - $24.8K
|
177K
$15.3M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
333New |
$21K - $24.6K
|
333
$28.7K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
331+ 1.12% |
$20.9K - $24.4K
|
29.8K
$2.58M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
326+ 3.44% |
$20.6K - $24K
|
9.81K
$846K
|