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 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
238New |
$16.4K - $19.3K
|
238
$20.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
223+ 0.36% |
$15.3K - $18.1K
|
62.7K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
210+ 2.0% |
$14.4K - $17K
|
10.7K
$938K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
199+ 568.57% |
$13.7K - $16.1K
|
234
$20.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
197+ 3.45% |
$13.5K - $15.9K
|
5.92K
$518K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
195+ 2.95% |
$13.4K - $15.8K
|
6.79K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
185+ 1.6% |
$12.7K - $15K
|
11.8K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
166+ 0.37% |
$11.4K - $13.4K
|
45.6K
$3.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
165+ 0.13% |
$11.3K - $13.4K
|
127K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
165+ 110.0% |
$11.3K - $13.4K
|
315
$27.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
163+ 5.8% |
$11.2K - $13.2K
|
2.97K
$260K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
159+ 0.18% |
$10.9K - $12.9K
|
89.7K
$7.85M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
154+ 0.21% |
$10.6K - $12.5K
|
74.9K
$6.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
149+ 2.79% |
$10.2K - $12.1K
|
5.49K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
148+ 3.25% |
$10.2K - $12K
|
4.7K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147+ 2.01% |
$10.1K - $11.9K
|
7.44K
$652K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
145+ 0.92% |
$9.96K - $11.7K
|
15.9K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
144+ 960.0% |
$9.89K - $11.7K
|
159
$13.9K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
142New |
$9.76K - $11.5K
|
142
$12.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
122+ 0.46% |
$8.38K - $9.88K
|
26.8K
$2.34M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108+ 2.28% |
$7.42K - $8.74K
|
4.84K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
102+ 2.13% |
$7.01K - $8.26K
|
4.89K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
99+ 1.41% |
$6.8K - $8.01K
|
7.1K
$622K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
92+ 0.11% |
$6.32K - $7.45K
|
83.1K
$7.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
91New |
$6.25K - $7.37K
|
91
$7.97K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
91New |
$6.25K - $7.37K
|
91
$7.97K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
89+ 0.81% |
$6.12K - $7.2K
|
11.1K
$968K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
82+ 0.32% |
$5.63K - $6.64K
|
25.4K
$2.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
80New |
$5.5K - $6.48K
|
80
$7K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
79+ 0.04% |
$5.43K - $6.4K
|
215K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
69New |
$4.74K - $5.59K
|
69
$6.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
68+ 1.21% |
$4.67K - $5.5K
|
5.68K
$497K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
66+ 1.28% |
$4.53K - $5.34K
|
5.21K
$456K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$4.47K - $5.26K
|
65
$5.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
60+ 136.36% |
$4.12K - $4.86K
|
104
$9.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
52+ 13.72% |
$3.57K - $4.21K
|
431
$37.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
52+ 1.98% |
$3.57K - $4.21K
|
2.68K
$235K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$3.5K - $4.13K
|
51
$4.47K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 25.0% |
$3.44K - $4.05K
|
250
$21.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
46+ 1.39% |
$3.16K - $3.72K
|
3.36K
$294K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40+ 2.13% |
$2.75K - $3.24K
|
1.92K
$168K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40+ 0.69% |
$2.75K - $3.24K
|
5.87K
$514K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
33+ 0.32% |
$2.27K - $2.67K
|
10.3K
$906K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
33+ 0.8% |
$2.27K - $2.67K
|
4.16K
$364K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
33New |
$2.27K - $2.67K
|
33
$2.89K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
30+ 0.09% |
$2.06K - $2.43K
|
33.1K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 3.78% |
$1.92K - $2.27K
|
768
$67.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27+ 0.54% |
$1.86K - $2.19K
|
5.01K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27New |
$1.86K - $2.19K
|
27
$2.36K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26New |
$1.79K - $2.1K
|
26
$2.28K
|