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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.82% |
$68.7 - $81
|
54
$4.33K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.11% |
$344 - $405
|
4.58K
$367K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-7- 1.81% |
$481 - $567
|
379
$30.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8- 7.55% |
$550 - $648
|
98
$7.85K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10- 0.08% |
$687 - $810
|
12K
$960K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 0.06% |
$756 - $890
|
17.7K
$1.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.24% |
$1.03K - $1.21K
|
339
$27.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-15- -0.0% |
$1.03K - $1.21K
|
306K
$24.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-17- 73.91% |
$1.17K - $1.38K
|
6
$481
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.3% |
$1.37K - $1.62K
|
6.62K
$531K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.16% |
$1.37K - $1.62K
|
12.4K
$990K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24Closed |
$1.65K - $1.94K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.25% |
$1.72K - $2.02K
|
9.78K
$784K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-27- 0.44% |
$1.86K - $2.19K
|
6.09K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-27- 0.53% |
$1.86K - $2.19K
|
5.07K
$407K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-32- 0.2% |
$2.2K - $2.59K
|
15.6K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-33- 0.58% |
$2.27K - $2.67K
|
5.62K
$451K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-35- 0.41% |
$2.4K - $2.83K
|
8.48K
$679K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-38- 0.21% |
$2.61K - $3.08K
|
18.3K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-39- 0.46% |
$2.68K - $3.16K
|
8.48K
$679K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-40- 0.98% |
$2.75K - $3.24K
|
4.03K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-40- 5.88% |
$2.75K - $3.24K
|
640
$51.3K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-44- 1.34% |
$3.02K - $3.56K
|
3.25K
$260K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-44- 7.04% |
$3.02K - $3.56K
|
581
$46.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-46- 0.07% |
$3.16K - $3.72K
|
64.4K
$5.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 14.41% |
$3.44K - $4.05K
|
297
$23.8K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-53- 1.64% |
$3.64K - $4.29K
|
3.18K
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-61- 0.69% |
$4.19K - $4.94K
|
8.74K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-62- 5.09% |
$4.26K - $5.02K
|
1.16K
$92.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-68- 0.63% |
$4.67K - $5.5K
|
10.8K
$862K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-69- 3.27% |
$4.74K - $5.59K
|
2.04K
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-70- 0.21% |
$4.81K - $5.67K
|
34K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-70- 5.33% |
$4.81K - $5.67K
|
1.24K
$99.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-79- 0.62% |
$5.43K - $6.4K
|
12.7K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-87- 0.47% |
$5.98K - $7.04K
|
18.5K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-88- 1.71% |
$6.05K - $7.12K
|
5.06K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-94- 1.78% |
$6.46K - $7.61K
|
5.19K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-100- 0.66% |
$6.87K - $8.1K
|
15K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-106- 2.26% |
$7.28K - $8.58K
|
4.59K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-109- 1.26% |
$7.49K - $8.82K
|
8.53K
$683K
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-113- 1.56% |
$7.76K - $9.15K
|
7.12K
$570K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-113- 2.83% |
$7.76K - $9.15K
|
3.87K
$310K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-113- 2.2% |
$7.76K - $9.15K
|
5.02K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-127- 0.4% |
$8.73K - $10.3K
|
31.5K
$2.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-128- 2.62% |
$8.79K - $10.4K
|
4.77K
$382K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-129- 1.0% |
$8.86K - $10.4K
|
12.8K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-130- 1.17% |
$8.93K - $10.5K
|
11K
$883K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-130- 13.76% |
$8.93K - $10.5K
|
815
$65.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-134- 2.04% |
$9.21K - $10.8K
|
6.44K
$516K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-135- 9.64% |
$9.28K - $10.9K
|
1.27K
$101K
|