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 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-2.26K- 7.1% |
$155K - $183K
|
29.5K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.39K- 1.34% |
$164K - $193K
|
175K
$15.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.39K- 16.2% |
$164K - $193K
|
12.4K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.47K- 22.85% |
$170K - $200K
|
8.34K
$730K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.48K- 3.7% |
$170K - $200K
|
64.5K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.51K- 89.46% |
$173K - $203K
|
296
$25.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 4.41% |
$187K - $221K
|
59.1K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.79K- 47.66% |
$192K - $226K
|
3.07K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2.82K- 1.32% |
$194K - $228K
|
211K
$18.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.91K- 18.82% |
$200K - $236K
|
12.6K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.09K- 4.76% |
$212K - $250K
|
61.8K
$5.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.17K- 8.21% |
$218K - $257K
|
35.5K
$3.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3.17K- 5.48% |
$218K - $257K
|
54.7K
$4.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.51K- 9.6% |
$241K - $284K
|
33.1K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.55K- 6.52% |
$244K - $287K
|
50.8K
$4.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.62K- 27.43% |
$248K - $293K
|
9.57K
$838K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.8K- 6.45% |
$261K - $308K
|
55.1K
$4.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.9K- 17.66% |
$268K - $316K
|
18.2K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.02K- 6.2% |
$276K - $325K
|
60.7K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-4.05K- 2.6% |
$278K - $328K
|
151K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.12K- 1.96% |
$283K - $334K
|
206K
$18M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-4.34K- 0.64% |
$298K - $351K
|
670K
$58.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4.39K- 3.04% |
$302K - $355K
|
140K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.49K- 4.39% |
$308K - $363K
|
97.8K
$8.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4.54K- 2.71% |
$312K - $368K
|
163K
$14.3M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.6K- 3.4% |
$316K - $372K
|
131K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-4.73K- 0.37% |
$325K - $383K
|
1.27M
$111M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.74K- 6.88% |
$326K - $384K
|
64.2K
$5.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.9K- 7.05% |
$337K - $397K
|
64.6K
$5.66M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.04K- 1.16% |
$346K - $408K
|
430K
$37.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-5.11K- 5.04% |
$351K - $414K
|
96.2K
$8.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.15K- 7.38% |
$354K - $417K
|
64.6K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.18KClosed |
$356K - $420K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.31K- 2.2% |
$365K - $430K
|
236K
$20.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.34K- 1.57% |
$367K - $432K
|
334K
$29.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.49K- 77.4% |
$377K - $444K
|
1.6K
$140K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.49K- 11.48% |
$377K - $444K
|
42.3K
$3.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-5.67K- 6.7% |
$390K - $459K
|
79K
$6.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5.67K- 5.21% |
$390K - $459K
|
103K
$9.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.79K- 6.26% |
$398K - $469K
|
86.7K
$7.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.84K- 2.88% |
$402K - $473K
|
197K
$17.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.85K- 32.05% |
$402K - $473K
|
12.4K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.89K- 5.34% |
$404K - $476K
|
104K
$9.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.95K- 1.86% |
$409K - $481K
|
313K
$27.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.95K- 1.59% |
$409K - $482K
|
369K
$32.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-6.01K- 2.66% |
$413K - $486K
|
220K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.3K- 26.72% |
$433K - $510K
|
17.3K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6.46K- 6.09% |
$444K - $523K
|
99.7K
$8.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.72K- 0.97% |
$462K - $544K
|
688K
$60.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-6.74K- 3.41% |
$463K - $545K
|
191K
$16.7M
|