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 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22+ 0.46% |
$1.51K - $1.78K
|
4.84K
$424K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
21+ 0.43% |
$1.44K - $1.7K
|
4.93K
$432K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20New |
$1.37K - $1.62K
|
20
$1.75K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.15% |
$1.24K - $1.46K
|
11.9K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.3% |
$1.17K - $1.38K
|
5.6K
$490K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 0.13% |
$1.17K - $1.38K
|
13.5K
$1.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 1.94% |
$1.03K - $1.21K
|
787
$68.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
15+ 0.35% |
$1.03K - $1.21K
|
4.27K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$962 - $1.13K
|
14
$1.23K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
14+ 0.15% |
$962 - $1.13K
|
9.28K
$812K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 9.27% |
$962 - $1.13K
|
165
$14.4K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
12+ 0.09% |
$825 - $971
|
13.8K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11+ 0.16% |
$756 - $890
|
7.04K
$617K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$756 - $890
|
11
$963
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
11+ 3.32% |
$756 - $890
|
342
$29.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$618 - $729
|
5.66K
$495K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9+ 0.15% |
$618 - $729
|
6.12K
$536K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$618 - $729
|
15.9K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
8New |
$550 - $648
|
8
$700
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 2.13% |
$550 - $648
|
384
$33.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7+ 0.18% |
$481 - $567
|
3.95K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7+ 0.08% |
$481 - $567
|
8.91K
$780K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.16% |
$412 - $486
|
3.78K
$331K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$412 - $486
|
3.57K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.01% |
$412 - $486
|
44.5K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 12.77% |
$412 - $486
|
53
$4.64K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.17% |
$344 - $405
|
3.02K
$264K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
5+ 0.06% |
$344 - $405
|
8.23K
$721K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5+ 0.1% |
$344 - $405
|
5.05K
$442K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.08% |
$206 - $243
|
3.87K
$339K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.05% |
$206 - $243
|
5.82K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$137 - $162
|
3.22K
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$137 - $162
|
2
$175
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$137 - $162
|
4.14K
$362K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.11% |
$137 - $162
|
1.87K
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 50.0% |
$137 - $162
|
6
$525
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$68.7 - $81
|
5.65K
$495K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$68.7 - $81
|
681
$59.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$68.7 - $81
|
971
$85K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.02% |
$68.7 - $81
|
5.02K
$440K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.82% |
$68.7 - $81
|
54
$4.73K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.11% |
$344 - $405
|
4.58K
$401K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-7- 1.81% |
$481 - $567
|
379
$33.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8- 7.55% |
$550 - $648
|
98
$8.58K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10- 0.08% |
$687 - $810
|
12K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 0.06% |
$756 - $890
|
17.7K
$1.55M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-15- -0.0% |
$1.03K - $1.21K
|
306K
$26.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.24% |
$1.03K - $1.21K
|
339
$29.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-17- 73.91% |
$1.17K - $1.38K
|
6
$525
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.16% |
$1.37K - $1.62K
|
12.4K
$1.08M
|