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 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-113K- 3.26% |
$7.74M - $9.11M
|
3.34M
$299M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-115K- 49.04% |
$7.89M - $9.3M
|
119K
$10.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-117K- 33.06% |
$8.06M - $9.49M
|
237K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-121K- 24.51% |
$8.3M - $9.78M
|
372K
$33.3M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-122K- 2.37% |
$8.4M - $9.89M
|
5.04M
$450M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-146K- 96.64% |
$10.1M - $11.9M
|
5.09K
$455K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-173K- 25.85% |
$11.9M - $14M
|
497K
$44.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-205K- 91.62% |
$14.1M - $16.6M
|
18.7K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-206K- 85.25% |
$14.2M - $16.7M
|
35.6K
$3.19M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-209K- 11.83% |
$14.4M - $17M
|
1.56M
$140M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-222K- 38.85% |
$15.3M - $18M
|
349K
$31.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-289K- 11.88% |
$19.8M - $23.4M
|
2.14M
$191M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-364K- 98.2% |
$25M - $29.4M
|
6.65K
$594K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-374K- 7.63% |
$25.7M - $30.3M
|
4.53M
$405M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-390K- 4.94% |
$26.8M - $31.6M
|
7.5M
$670M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-631K- 2.92% |
$43.4M - $51.1M
|
21M
$1.88B
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27M- 17.1% |
$87.4M - $103M
|
6.17M
$551M
|