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 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-677- 1.58% |
$46.5K - $54.8K
|
42.3K
$3.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-691- 0.73% |
$47.5K - $55.9K
|
94.1K
$8.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-699- 0.82% |
$48K - $56.6K
|
84.7K
$7.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-702- 2.17% |
$48.2K - $56.8K
|
31.6K
$2.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-703- 2.76% |
$48.3K - $56.9K
|
24.7K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-723- 63.76% |
$49.7K - $58.5K
|
411
$36K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-730- 2.78% |
$50.2K - $59.1K
|
25.5K
$2.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-735- 0.7% |
$50.5K - $59.5K
|
105K
$9.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-750- 4.25% |
$51.5K - $60.7K
|
16.9K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-787- 10.68% |
$54.1K - $63.7K
|
6.58K
$576K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-791- 4.72% |
$54.3K - $64K
|
16K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-834- 9.99% |
$57.3K - $67.5K
|
7.51K
$658K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-838- 12.77% |
$57.6K - $67.8K
|
5.73K
$501K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-844- 2.54% |
$58K - $68.3K
|
32.4K
$2.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-846- 4.85% |
$58.1K - $68.5K
|
16.6K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-851- 9.03% |
$58.5K - $68.9K
|
8.58K
$751K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-888- 55.12% |
$61K - $71.9K
|
723
$63.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-905- 1.22% |
$62.2K - $73.3K
|
73K
$6.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-978- 5.47% |
$67.2K - $79.2K
|
16.9K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-995- 1.53% |
$68.4K - $80.5K
|
64K
$5.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.07K- 1.09% |
$73.2K - $86.3K
|
96.7K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.1K- 16.12% |
$75.3K - $88.7K
|
5.7K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.1K- 5.66% |
$75.6K - $89K
|
18.4K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.15K- 3.87% |
$78.9K - $92.9K
|
28.5K
$2.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.18K- 5.99% |
$81K - $95.4K
|
18.5K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.22K- 7.7% |
$84K - $99K
|
14.7K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.24K- 2.87% |
$85.1K - $100K
|
41.9K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.29K- 4.0% |
$88.8K - $105K
|
31K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.3K- 11.25% |
$89.5K - $105K
|
10.3K
$899K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.35K- 2.9% |
$92.9K - $109K
|
45.3K
$3.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.4K- 1.18% |
$96.1K - $113K
|
117K
$10.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.45K- 2.04% |
$99.4K - $117K
|
69.5K
$6.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.52K- 2.88% |
$104K - $123K
|
51.2K
$4.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-1.55K- 0.76% |
$106K - $125K
|
203K
$17.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.57K- 6.09% |
$108K - $127K
|
24.2K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.65K- 18.52% |
$113K - $133K
|
7.24K
$634K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.8K- 2.51% |
$124K - $146K
|
69.7K
$6.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.81K- 18.7% |
$124K - $146K
|
7.87K
$689K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.84K- 0.71% |
$126K - $149K
|
255K
$22.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.92K- 2.12% |
$132K - $155K
|
88.4K
$7.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.93K- 29.92% |
$132K - $156K
|
4.51K
$395K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.95K- 1.81% |
$134K - $158K
|
106K
$9.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.99K- 0.31% |
$136K - $161K
|
643K
$56.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.06K- 29.98% |
$142K - $167K
|
4.81K
$421K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.07K- 2.22% |
$142K - $168K
|
91K
$7.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.07K- 2.22% |
$142K - $168K
|
91K
$7.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 54.44% |
$146K - $172K
|
1.78K
$156K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.17K- 10.28% |
$149K - $175K
|
18.9K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.22K- 19.39% |
$152K - $179K
|
9.21K
$807K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.23K- 3.26% |
$153K - $180K
|
66.1K
$5.79M
|