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
|
Compton Financial Group, LLC
|
SELL
|
- |
-16.3K- 2.34% |
$1.12M - $1.32M
|
680K
$60.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-16.8K- 5.71% |
$1.15M - $1.36M
|
277K
$24.8M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-17.2K- 5.35% |
$1.18M - $1.39M
|
304K
$27.1M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-18.4K- 1.93% |
$1.26M - $1.49M
|
933K
$83.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-18.4K- 11.44% |
$1.26M - $1.49M
|
142K
$12.7M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-18.4K- 11.44% |
$1.26M - $1.49M
|
142K
$12.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.3K- 6.36% |
$1.33M - $1.56M
|
285K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19.5K- 72.49% |
$1.34M - $1.58M
|
7.4K
$661K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-19.8K- 6.96% |
$1.36M - $1.61M
|
265K
$23.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-19.9K- 37.79% |
$1.36M - $1.61M
|
32.7K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-21.5K- 4.88% |
$1.48M - $1.74M
|
419K
$37.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.5K- 15.95% |
$1.48M - $1.74M
|
113K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21.5K- 26.86% |
$1.48M - $1.74M
|
58.6K
$5.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-23.3K- 34.72% |
$1.6M - $1.89M
|
43.9K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-23.7K- 26.15% |
$1.63M - $1.92M
|
66.9K
$5.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-26K- 4.88% |
$1.79M - $2.1M
|
506K
$45.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-26K- 9.01% |
$1.79M - $2.11M
|
263K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27K- 99.98% |
$1.86M - $2.19M
|
5
$447
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-27K- 6.22% |
$1.86M - $2.19M
|
408K
$36.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-27.4K- 1.66% |
$1.88M - $2.22M
|
1.62M
$145M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.8K- 4.84% |
$1.91M - $2.25M
|
547K
$48.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-32.4K- 5.34% |
$2.23M - $2.62M
|
574K
$51.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-32.7K- 2.41% |
$2.24M - $2.64M
|
1.32M
$118M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-34K- 13.44% |
$2.33M - $2.75M
|
219K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-34.5K- 52.96% |
$2.37M - $2.79M
|
30.6K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.1K- 1.97% |
$2.41M - $2.84M
|
1.74M
$156M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-36.5K- 12.91% |
$2.5M - $2.95M
|
246K
$22M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-37.8K- 9.31% |
$2.6M - $3.06M
|
368K
$32.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-38.9K- 6.07% |
$2.67M - $3.15M
|
603K
$53.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-40.2K- 5.69% |
$2.76M - $3.26M
|
667K
$59.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-41.2K- 3.98% |
$2.83M - $3.34M
|
994K
$88.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.6K- 6.94% |
$3.13M - $3.69M
|
611K
$54.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-46.1K- 13.07% |
$3.17M - $3.73M
|
306K
$27.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-48.4K- 4.09% |
$3.33M - $3.92M
|
1.14M
$101M
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-49.9K- 93.55% |
$3.43M - $4.04M
|
3.44K
$307K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-53K- 5.39% |
$3.64M - $4.29M
|
930K
$83.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-58.6K- 75.17% |
$4.03M - $4.74M
|
19.4K
$1.73M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-68.9K- 35.58% |
$4.73M - $5.58M
|
125K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-69.1K- 8.31% |
$4.75M - $5.59M
|
762K
$68.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-70K- 85.84% |
$4.81M - $5.67M
|
11.6K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-71.2K- 2.52% |
$4.89M - $5.76M
|
2.75M
$246M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-74.7K- 4.67% |
$5.13M - $6.05M
|
1.53M
$136M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.1K- 95.86% |
$5.57M - $6.56M
|
3.5K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-83.1K- 85.82% |
$5.71M - $6.73M
|
13.7K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-88.1K- 31.53% |
$6.05M - $7.13M
|
191K
$17.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-91.8K- 29.01% |
$6.31M - $7.43M
|
225K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93.6K- 54.35% |
$6.43M - $7.57M
|
78.6K
$7.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-96.3K- 37.05% |
$6.61M - $7.79M
|
164K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-97.3K- 61.02% |
$6.69M - $7.88M
|
62.2K
$5.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-111K- 3.09% |
$7.62M - $8.98M
|
3.48M
$311M
|