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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
92.4KNew |
$6.35M - $7.48M
|
92.4K
$8.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.7K+ 1.85% |
$6.3M - $7.42M
|
5.04M
$450M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
89.9K+ 6.98% |
$6.18M - $7.28M
|
1.38M
$123M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88.9K+ 6.44% |
$6.11M - $7.2M
|
1.47M
$131M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
87.2KNew |
$5.99M - $7.06M
|
87.2K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
86.5KNew |
$5.94M - $7M
|
86.5K
$7.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
76.8K+ 144.21% |
$5.28M - $6.21M
|
130K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
75.1K+ 58.05% |
$5.16M - $6.08M
|
205K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
74.9KNew |
$5.14M - $6.06M
|
74.9K
$6.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
74.9KNew |
$5.14M - $6.06M
|
74.9K
$6.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
70.5K+ 24.15% |
$4.85M - $5.71M
|
363K
$32.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66.7K+ 24.91% |
$4.58M - $5.4M
|
335K
$29.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
66.3K+ 16.25% |
$4.56M - $5.37M
|
474K
$42.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
65.1KNew |
$4.48M - $5.27M
|
65.1K
$5.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
64.2K+ 25.68% |
$4.41M - $5.2M
|
314K
$28.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
62.4K+ 2.78% |
$4.28M - $5.05M
|
2.31M
$206M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
62K+ 99.75% |
$4.26M - $5.02M
|
124K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.9K+ 25.52% |
$4.25M - $5.01M
|
304K
$27.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
58.6K+ 6.24% |
$4.03M - $4.75M
|
998K
$89.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
56.2K+ 227.08% |
$3.86M - $4.55M
|
80.9K
$7.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
55.6K+ 239.61% |
$3.82M - $4.5M
|
78.8K
$7.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.4K+ 3.03% |
$3.81M - $4.49M
|
1.89M
$169M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
54.4KNew |
$3.74M - $4.41M
|
54.4K
$4.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
50K+ 118.04% |
$3.43M - $4.05M
|
92.3K
$8.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
49.2KNew |
$3.38M - $3.98M
|
49.2K
$4.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49K+ 7.22% |
$3.36M - $3.96M
|
728K
$65M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
47.7K+ 17.44% |
$3.28M - $3.86M
|
321K
$28.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47K+ 14.49% |
$3.23M - $3.8M
|
371K
$33.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
46.1K+ 12.76% |
$3.17M - $3.73M
|
407K
$36.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
45.5K+ 50.93% |
$3.13M - $3.68M
|
135K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
45.3K+ 142.66% |
$3.11M - $3.66M
|
77K
$6.88M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
45.2KNew |
$3.11M - $3.66M
|
45.2K
$4.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.9K+ 13.68% |
$3.02M - $3.55M
|
365K
$32.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.6KNew |
$2.93M - $3.45M
|
42.6K
$3.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 12.11% |
$2.89M - $3.41M
|
389K
$34.8M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
41.4K+ 32.61% |
$2.85M - $3.35M
|
168K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40.7K+ 80.56% |
$2.8M - $3.29M
|
91.2K
$8.15M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.5K+ 2.76% |
$2.79M - $3.28M
|
1.51M
$135M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
40.1KNew |
$2.76M - $3.25M
|
40.1K
$3.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.4K+ 3.02% |
$2.71M - $3.19M
|
1.34M
$120M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 4.61% |
$2.7M - $3.18M
|
890K
$79.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
37.5K+ 13.32% |
$2.58M - $3.04M
|
319K
$28.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
37.5K+ 10.17% |
$2.58M - $3.03M
|
406K
$36.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
36.8K+ 14323.35% |
$2.53M - $2.98M
|
37.1K
$3.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36.8K+ 14.57% |
$2.53M - $2.98M
|
289K
$25.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36.5KNew |
$2.51M - $2.96M
|
36.5K
$3.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
34.8K+ 44.62% |
$2.39M - $2.81M
|
113K
$10.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.7K+ 6.35% |
$2.31M - $2.73M
|
564K
$50.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.8K+ 4.72% |
$2.19M - $2.58M
|
707K
$63.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31.8K+ 4.87% |
$2.18M - $2.57M
|
684K
$61.2M
|