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 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-233- 3.37% |
$16K - $18.9K
|
6.69K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-234- 6.4% |
$16.1K - $18.9K
|
3.42K
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-238- 5.83% |
$16.4K - $19.3K
|
3.85K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-239- 3.43% |
$16.4K - $19.3K
|
6.72K
$588K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-315- 9.98% |
$21.6K - $25.5K
|
2.84K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-317- 3.69% |
$21.8K - $25.7K
|
8.28K
$725K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-320- 5.04% |
$22K - $25.9K
|
6.02K
$527K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-322- 0.7% |
$22.1K - $26.1K
|
45.8K
$4.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-324- 4.87% |
$22.3K - $26.2K
|
6.33K
$554K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-331- 2.86% |
$22.7K - $26.8K
|
11.2K
$983K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-336- 5.25% |
$23.1K - $27.2K
|
6.06K
$531K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-341- 1.1% |
$23.4K - $27.6K
|
30.8K
$2.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-341- 0.72% |
$23.4K - $27.6K
|
46.8K
$4.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-348- 6.03% |
$23.9K - $28.2K
|
5.42K
$475K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-351- 0.91% |
$24.1K - $28.4K
|
38.4K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-352- 0.39% |
$24.2K - $28.5K
|
89.9K
$7.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-355- 6.83% |
$24.4K - $28.7K
|
4.84K
$424K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-355- 2.72% |
$24.4K - $28.7K
|
12.7K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-358- 2.4% |
$24.6K - $29K
|
14.5K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-367- 1.66% |
$25.2K - $29.7K
|
21.8K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-382- 11.01% |
$26.2K - $30.9K
|
3.09K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-383- 9.09% |
$26.3K - $31K
|
3.83K
$335K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-394- 7.96% |
$27.1K - $31.9K
|
4.55K
$399K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-404- 3.41% |
$27.8K - $32.7K
|
11.4K
$1M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-406- 1.5% |
$27.9K - $32.9K
|
26.7K
$2.34M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-431- 1.39% |
$29.6K - $34.9K
|
30.6K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-437- 0.54% |
$30K - $35.4K
|
80.6K
$7.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-437- 8.09% |
$30K - $35.4K
|
4.96K
$434K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-454- 1.11% |
$31.2K - $36.8K
|
40.3K
$3.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-455- 1.98% |
$31.3K - $36.8K
|
22.5K
$1.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-458- 0.18% |
$31.5K - $37.1K
|
260K
$22.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-459- 2.76% |
$31.5K - $37.2K
|
16.2K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-461- 0.52% |
$31.7K - $37.3K
|
87.4K
$7.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-475- 3.26% |
$32.6K - $38.5K
|
14.1K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-479- 2.77% |
$32.9K - $38.8K
|
16.8K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-480- 1.05% |
$33K - $38.9K
|
45.4K
$3.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-491- 0.7% |
$33.7K - $39.7K
|
69.6K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-496- 6.88% |
$34.1K - $40.2K
|
6.71K
$588K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-509- 6.55% |
$35K - $41.2K
|
7.26K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-526- 0.6% |
$36.1K - $42.6K
|
87K
$7.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-544- 0.33% |
$37.4K - $44K
|
163K
$14.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-545- 1.14% |
$37.4K - $44.1K
|
47.1K
$4.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-581- 1.89% |
$39.9K - $47K
|
30.1K
$2.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-589- 6.45% |
$40.5K - $47.7K
|
8.55K
$748K
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-600- 8.01% |
$41.2K - $48.6K
|
6.89K
$604K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-616- 0.91% |
$42.3K - $49.9K
|
67.4K
$5.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-625- 2.2% |
$42.9K - $50.6K
|
27.8K
$2.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-629- 3.93% |
$43.2K - $50.9K
|
15.4K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-640- 4.78% |
$44K - $51.8K
|
12.8K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-655- 1.48% |
$45K - $53K
|
43.6K
$3.82M
|