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 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6.98KNew |
$479K - $565K
|
6.98K
$623K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
6.9K+ 44.27% |
$474K - $558K
|
22.5K
$2.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.87K+ 8.08% |
$472K - $556K
|
91.8K
$8.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.61K+ 2.06% |
$454K - $535K
|
328K
$29.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
6.53K+ 18.19% |
$449K - $529K
|
42.4K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.49KNew |
$446K - $525K
|
6.49K
$580K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.49K+ 50.66% |
$446K - $525K
|
19.3K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.4K+ 94.08% |
$440K - $518K
|
13.2K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.39K+ 83.22% |
$439K - $518K
|
14.1K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.34KNew |
$435K - $513K
|
6.34K
$566K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.2KNew |
$426K - $502K
|
6.2K
$554K
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
6.2K+ 28.85% |
$426K - $502K
|
27.7K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.14K+ 11.76% |
$422K - $497K
|
58.3K
$5.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.12K+ 5.14% |
$420K - $495K
|
125K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.06K+ 24.17% |
$417K - $491K
|
31.1K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6.02K+ 10.59% |
$413K - $487K
|
62.8K
$5.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
6K+ 17.06% |
$412K - $486K
|
41.2K
$3.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.97K+ 0.54% |
$410K - $483K
|
1.11M
$99.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.89K+ 8.38% |
$405K - $477K
|
76.2K
$6.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.81KNew |
$399K - $471K
|
5.81K
$520K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.73KNew |
$394K - $464K
|
5.73K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.73K+ 5.68% |
$393K - $463K
|
107K
$9.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
5.66K+ 1.45% |
$389K - $458K
|
397K
$35.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.66K+ 7.53% |
$389K - $458K
|
80.7K
$7.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.63KNew |
$387K - $456K
|
5.63K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.63KNew |
$386K - $455K
|
5.63K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.54KNew |
$381K - $448K
|
5.54K
$495K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.53K+ 11.61% |
$380K - $448K
|
53.2K
$4.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.51K+ 24.83% |
$378K - $446K
|
27.7K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.28K+ 6.57% |
$363K - $427K
|
85.6K
$7.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.24KNew |
$360K - $424K
|
5.24K
$468K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
5.04K+ 8.72% |
$346K - $408K
|
62.8K
$5.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.99K+ 17.79% |
$343K - $404K
|
33.1K
$2.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.87K+ 1032.2% |
$335K - $394K
|
5.34K
$478K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.85K+ 0.98% |
$334K - $393K
|
498K
$44.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.72KNew |
$324K - $382K
|
4.72K
$422K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.67K+ 18.02% |
$321K - $378K
|
30.6K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.67KNew |
$321K - $378K
|
4.67K
$417K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.66K+ 6.12% |
$320K - $377K
|
80.7K
$7.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.62K+ 3.44% |
$317K - $374K
|
139K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.59KNew |
$315K - $371K
|
4.59K
$410K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.56K+ 4.52% |
$313K - $369K
|
105K
$9.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4.54K+ 1.17% |
$312K - $367K
|
393K
$35.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.53K+ 31.74% |
$311K - $367K
|
18.8K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.38K+ 33.1% |
$301K - $355K
|
17.6K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28K+ 12.9% |
$294K - $346K
|
37.5K
$3.35M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.17K+ 5.07% |
$287K - $338K
|
86.6K
$7.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.14KNew |
$284K - $335K
|
4.14K
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.1K+ 12.13% |
$282K - $332K
|
37.9K
$3.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.96K+ 10.06% |
$272K - $320K
|
43.3K
$3.87M
|