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
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
14.8KNew |
$1.02M - $1.2M
|
14.8K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 4.36% |
$1.01M - $1.19M
|
352K
$31.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
14.7KNew |
$1.01M - $1.19M
|
14.7K
$1.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.7K+ 131.83% |
$1.01M - $1.19M
|
25.8K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14.5K+ 23.83% |
$998K - $1.18M
|
75.5K
$6.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
14.3K+ 9.22% |
$986K - $1.16M
|
170K
$15.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
13.6K+ 0.97% |
$937K - $1.1M
|
1.41M
$126M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
13.3K+ 47.4% |
$916K - $1.08M
|
41.5K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.1K+ 8.15% |
$898K - $1.06M
|
173K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.9K+ 4.46% |
$884K - $1.04M
|
302K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$881K - $1.04M
|
12.8K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.3K+ 117.95% |
$842K - $992K
|
22.6K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.9KNew |
$820K - $966K
|
11.9K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
11.5K+ 3.64% |
$792K - $933K
|
328K
$29.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11.1K+ 4.13% |
$764K - $900K
|
280K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
10.9KNew |
$752K - $886K
|
10.9K
$978K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.8K+ 7.28% |
$739K - $871K
|
159K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.6K+ 57.47% |
$730K - $860K
|
29.1K
$2.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
10.6K+ 14.21% |
$728K - $857K
|
85.1K
$7.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.5KNew |
$722K - $850K
|
10.5K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 13.71% |
$717K - $844K
|
86.5K
$7.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10.4K+ 9.33% |
$711K - $838K
|
121K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10K+ 31.38% |
$690K - $813K
|
42.1K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.96KNew |
$684K - $806K
|
9.96K
$890K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.57K+ 129.32% |
$658K - $775K
|
17K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.48K+ 106.38% |
$652K - $768K
|
18.4K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.22KNew |
$634K - $747K
|
9.22K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.22K+ 6.41% |
$633K - $746K
|
153K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.11K+ 0.66% |
$626K - $737K
|
1.38M
$123M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.1K+ 3.07% |
$625K - $736K
|
306K
$27.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.09KNew |
$624K - $736K
|
9.09K
$812K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9K+ 8.95% |
$619K - $729K
|
110K
$9.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.91K+ 13.65% |
$612K - $721K
|
74.2K
$6.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.68K+ 7.11% |
$596K - $702K
|
131K
$11.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.54K+ 101.29% |
$587K - $692K
|
17K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
8.44K+ 6.08% |
$580K - $683K
|
147K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
8.42K+ 81.79% |
$578K - $681K
|
18.7K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.19K+ 0.22% |
$563K - $663K
|
3.69M
$330M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.96KNew |
$547K - $645K
|
7.96K
$712K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.89K+ 4.36% |
$542K - $639K
|
189K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.83K+ 10.74% |
$538K - $634K
|
80.7K
$7.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
7.61K+ 9.44% |
$523K - $616K
|
88.2K
$7.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.61K+ 7.62% |
$523K - $616K
|
107K
$9.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.6K+ 10.5% |
$522K - $615K
|
80K
$7.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7.54K+ 7.46% |
$518K - $611K
|
109K
$9.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.44KNew |
$511K - $602K
|
7.44K
$665K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.37K+ 17.16% |
$506K - $596K
|
50.3K
$4.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
7.3K+ 166.27% |
$502K - $591K
|
11.7K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.12K+ 34.43% |
$489K - $576K
|
27.8K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.09KNew |
$487K - $574K
|
7.09K
$633K
|