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 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-6.86K- 97.5% |
$471K - $555K
|
176
$15.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.94K- 16.23% |
$477K - $562K
|
35.8K
$3.08M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7.1K- 3.07% |
$487K - $574K
|
224K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.12K- 8.7% |
$489K - $576K
|
74.7K
$6.42M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-7.14K- 32.19% |
$490K - $578K
|
15K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.16K- 1.5% |
$492K - $579K
|
469K
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 69.27% |
$498K - $587K
|
3.22K
$277K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-7.6K- 2.72% |
$522K - $616K
|
272K
$23.4M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-7.61K- 4.79% |
$523K - $616K
|
151K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.62K- 2.14% |
$524K - $617K
|
348K
$29.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-7.65K- 2.38% |
$526K - $619K
|
314K
$27M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-7.69K- 4.84% |
$528K - $622K
|
151K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7.74K- 31.47% |
$532K - $627K
|
16.9K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.92K- 6.29% |
$544K - $641K
|
118K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.04K- 3.48% |
$552K - $651K
|
223K
$19.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.15K- 8.5% |
$560K - $660K
|
87.7K
$7.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.23K- 44.22% |
$566K - $666K
|
10.4K
$893K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-8.42K- 9.2% |
$579K - $682K
|
83.1K
$7.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8.51K- 2.58% |
$585K - $689K
|
322K
$27.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-8.86K- 15.16% |
$609K - $717K
|
49.6K
$4.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.04K- 63.96% |
$621K - $731K
|
5.09K
$438K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-9.07K- 4.11% |
$623K - $734K
|
211K
$18.2M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-9.14K- 7.69% |
$628K - $740K
|
110K
$9.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.28K- 13.0% |
$638K - $751K
|
62.1K
$5.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.69K- 12.92% |
$666K - $785K
|
65.3K
$5.62M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.71K- 24.99% |
$667K - $786K
|
29.1K
$2.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-9.89K- 10.51% |
$680K - $801K
|
84.2K
$7.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.1K- 16.06% |
$691K - $814K
|
52.5K
$4.52M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-10.1K- 9.75% |
$692K - $815K
|
93.2K
$8.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.4K- 69.15% |
$715K - $842K
|
4.64K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-10.6K- 5.19% |
$731K - $861K
|
194K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.7K- 62.7% |
$801K - $944K
|
6.93K
$596K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-12K- 15.85% |
$824K - $971K
|
63.7K
$5.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-12.2K- 2.5% |
$835K - $984K
|
475K
$40.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-13K- 26.19% |
$892K - $1.05M
|
36.6K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-13.3K- 12.12% |
$915K - $1.08M
|
96.5K
$8.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 75.6% |
$926K - $1.09M
|
4.35K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.2K- 3.27% |
$974K - $1.15M
|
420K
$36.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-14.6K- 3.57% |
$1M - $1.18M
|
393K
$33.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.1K- 9.27% |
$1.04M - $1.23M
|
148K
$12.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-15.4K- 8.14% |
$1.05M - $1.24M
|
173K
$14.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.7K- 12.45% |
$1.08M - $1.27M
|
110K
$9.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 20.63% |
$1.08M - $1.28M
|
60.7K
$5.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-16.3K- 2.34% |
$1.12M - $1.32M
|
680K
$58.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-16.8K- 5.71% |
$1.15M - $1.36M
|
277K
$23.8M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-17.2K- 5.35% |
$1.18M - $1.39M
|
304K
$26.1M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-18.4K- 1.93% |
$1.26M - $1.49M
|
933K
$80.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-18.4K- 11.44% |
$1.26M - $1.49M
|
142K
$12.3M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-18.4K- 11.44% |
$1.26M - $1.49M
|
142K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.3K- 6.36% |
$1.33M - $1.56M
|
285K
$24.5M
|