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 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
31.8K+ 7.86% |
$2.18M - $2.57M
|
436K
$39M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 46.03% |
$2.15M - $2.53M
|
99.1K
$8.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.8K+ 138.74% |
$2.12M - $2.49M
|
53K
$4.74M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
30.7K+ 8.76% |
$2.11M - $2.49M
|
381K
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
29K+ 15.42% |
$1.99M - $2.34M
|
217K
$19.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
28.9K+ 17.63% |
$1.98M - $2.34M
|
193K
$17.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.5K+ 117.02% |
$1.96M - $2.3M
|
52.8K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
28.3K+ 4.78% |
$1.94M - $2.29M
|
621K
$55.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
27.8KNew |
$1.91M - $2.25M
|
27.8K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.6K+ 30.1% |
$1.9M - $2.24M
|
119K
$10.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27.5K+ 806.15% |
$1.89M - $2.23M
|
30.9K
$2.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24.8K+ 0.94% |
$1.7M - $2M
|
2.65M
$237M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23.6K+ 5.48% |
$1.62M - $1.91M
|
454K
$40.6M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23.5K+ 6.2% |
$1.62M - $1.91M
|
403K
$36M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.6KNew |
$1.55M - $1.83M
|
22.6K
$2.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21.8KNew |
$1.5M - $1.76M
|
21.8K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
21.6KNew |
$1.48M - $1.75M
|
21.6K
$1.93M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
21.6K+ 28.33% |
$1.48M - $1.75M
|
97.7K
$8.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
21.5KNew |
$1.48M - $1.74M
|
21.5K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.1K+ 17.02% |
$1.38M - $1.62M
|
138K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20KNew |
$1.38M - $1.62M
|
20K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 20.64% |
$1.34M - $1.58M
|
114K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.3K+ 60.89% |
$1.33M - $1.56M
|
51.1K
$4.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.2K+ 99.17% |
$1.32M - $1.55M
|
38.6K
$3.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
18.5K+ 3.6% |
$1.27M - $1.5M
|
532K
$47.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
18.4K+ 214.03% |
$1.26M - $1.49M
|
27K
$2.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
18.2K+ 56.86% |
$1.25M - $1.47M
|
50.2K
$4.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
18.2K+ 24.47% |
$1.25M - $1.47M
|
92.5K
$8.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.1K+ 98.26% |
$1.24M - $1.46M
|
36.5K
$3.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
18K+ 3.24% |
$1.24M - $1.46M
|
573K
$51.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
17.5K+ 8434.13% |
$1.21M - $1.42M
|
17.8K
$1.59M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
17.3K+ 13.72% |
$1.19M - $1.4M
|
144K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.2K+ 5.69% |
$1.18M - $1.39M
|
319K
$28.5M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16.9KNew |
$1.16M - $1.37M
|
16.9K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.6K+ 69.71% |
$1.14M - $1.35M
|
40.5K
$3.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
16.6K+ 63.15% |
$1.14M - $1.34M
|
42.9K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
16.5K+ 141.05% |
$1.13M - $1.33M
|
28.1K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 3.05% |
$1.12M - $1.32M
|
550K
$49.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
16.2K+ 4.55% |
$1.12M - $1.31M
|
373K
$33.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
16.2K+ 208.1% |
$1.11M - $1.31M
|
23.9K
$2.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15.8K+ 6.77% |
$1.09M - $1.28M
|
250K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$1.08M - $1.27M
|
15.7K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.6K+ 4.54% |
$1.07M - $1.26M
|
359K
$32.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.6K+ 5.28% |
$1.07M - $1.26M
|
310K
$27.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
15.3K+ 1.48% |
$1.05M - $1.24M
|
1.05M
$94.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
15.3KNew |
$1.05M - $1.24M
|
15.3K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 2.69% |
$1.04M - $1.22M
|
576K
$51.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15KNew |
$1.03M - $1.21M
|
15K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.9KNew |
$1.03M - $1.21M
|
14.9K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
14.9K+ 22.0% |
$1.03M - $1.21M
|
82.9K
$7.41M
|