Purchases and Sales Made in Q2 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.71M+ 125.12% |
$461M - $543M
|
12.1M
$1.08B
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.29M+ 208.8% |
$157M - $185M
|
3.39M
$303M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.25M+ 58789.41% |
$154M - $182M
|
2.25M
$201M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.01M+ 7.18% |
$138M - $163M
|
30M
$2.69B
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.36M+ 117.57% |
$93.3M - $110M
|
2.51M
$225M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.32MNew |
$90.8M - $107M
|
1.32M
$118M
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
835KNew |
$57.4M - $67.6M
|
835K
$74.6M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
811K+ 2120.79% |
$55.7M - $65.7M
|
849K
$75.9M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
739K+ 39.35% |
$50.8M - $59.8M
|
2.62M
$234M
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
691K+ 1969.8% |
$47.5M - $55.9M
|
726K
$64.9M
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
649K+ 66.6% |
$44.6M - $52.6M
|
1.62M
$145M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
591K+ 9.23% |
$40.6M - $47.8M
|
6.99M
$625M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
591K+ 9.23% |
$40.6M - $47.8M
|
6.99M
$625M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
583K+ 3961.17% |
$40.1M - $47.2M
|
598K
$53.4M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
477KNew |
$32.8M - $38.6M
|
477K
$42.6M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
456K+ 9.0% |
$31.3M - $36.9M
|
5.52M
$493M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
429K+ 53.78% |
$29.5M - $34.7M
|
1.23M
$110M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
392KNew |
$26.9M - $31.7M
|
392K
$35M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
330K+ 2761.49% |
$22.7M - $26.7M
|
342K
$30.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
321K+ 14.53% |
$22.1M - $26M
|
2.53M
$226M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
313K+ 10.86% |
$21.5M - $25.4M
|
3.2M
$286M
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
311KNew |
$21.4M - $25.2M
|
311K
$27.8M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
280K+ 9.4% |
$19.3M - $22.7M
|
3.27M
$292M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
261K+ 11.92% |
$18M - $21.2M
|
2.45M
$219M
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
260KNew |
$17.9M - $21.1M
|
260K
$23.3M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
258K+ 6.21% |
$17.7M - $20.9M
|
4.41M
$394M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
251KNew |
$17.3M - $20.3M
|
251K
$22.5M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
243K+ 3575.37% |
$16.7M - $19.7M
|
250K
$22.3M
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
240K+ 54.81% |
$16.5M - $19.4M
|
677K
$60.5M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
221K+ 28.83% |
$15.2M - $17.9M
|
986K
$88.1M
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
173K+ 134.59% |
$11.9M - $14M
|
302K
$27M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
173K+ 347.65% |
$11.9M - $14M
|
222K
$19.9M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
170K+ 1.33% |
$11.7M - $13.7M
|
12.9M
$1.16B
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162K+ 6.92% |
$11.1M - $13.1M
|
2.5M
$223M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
161K+ 20.28% |
$11M - $13M
|
953K
$85.2M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158K+ 605.92% |
$10.9M - $12.8M
|
184K
$16.5M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
155K+ 264.49% |
$10.7M - $12.6M
|
214K
$19.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 8.43% |
$10M - $11.8M
|
1.88M
$168M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
145K+ 241.12% |
$9.99M - $11.8M
|
206K
$18.4M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
129K+ 63.86% |
$8.86M - $10.4M
|
331K
$29.6M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
119K+ 36.92% |
$8.17M - $9.63M
|
441K
$39.4M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 17.01% |
$8.17M - $9.62M
|
818K
$73.1M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
114K+ 9.07% |
$7.85M - $9.25M
|
1.37M
$123M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
113K+ 19.12% |
$7.76M - $9.15M
|
704K
$62.9M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
111K+ 220.44% |
$7.61M - $8.96M
|
161K
$14.4M
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
110K+ 52.22% |
$7.57M - $8.92M
|
321K
$28.7M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
104K+ 35.92% |
$7.16M - $8.44M
|
394K
$35.2M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
97.3K+ 371.92% |
$6.69M - $7.88M
|
124K
$11M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
96.1K+ 3.51% |
$6.6M - $7.78M
|
2.83M
$253M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.7K+ 14.46% |
$6.51M - $7.67M
|
750K
$67M
|