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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.94K+ 1816.59% |
$271K - $319K
|
4.16K
$372K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.9K+ 90.58% |
$268K - $316K
|
8.21K
$734K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.9K+ 77.15% |
$268K - $315K
|
8.95K
$800K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.86K+ 8.1% |
$265K - $313K
|
51.6K
$4.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.81K+ 2.08% |
$262K - $309K
|
187K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.78K+ 9.48% |
$260K - $306K
|
43.6K
$3.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.77KNew |
$259K - $305K
|
3.77K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.71KNew |
$255K - $300K
|
3.71K
$331K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.69K+ 2.4% |
$253K - $298K
|
157K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.67KNew |
$252K - $297K
|
3.67K
$328K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.61KNew |
$248K - $292K
|
3.61K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.59KNew |
$247K - $291K
|
3.59K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.58K+ 2.25% |
$246K - $290K
|
162K
$14.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.58KNew |
$246K - $289K
|
3.58K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.47K+ 1827.89% |
$239K - $281K
|
3.66K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.47K+ 160.56% |
$239K - $281K
|
5.64K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.42K+ 19.75% |
$235K - $276K
|
20.7K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.35KNew |
$230K - $271K
|
3.35K
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.33K+ 50.86% |
$229K - $269K
|
9.87K
$882K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.32KNew |
$228K - $269K
|
3.32K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.3K+ 4.52% |
$226K - $267K
|
76.3K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.29KNew |
$226K - $267K
|
3.29K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 1.91% |
$223K - $263K
|
173K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.24K+ 5.44% |
$223K - $263K
|
62.9K
$5.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.23KNew |
$222K - $261K
|
3.23K
$288K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.22KNew |
$221K - $260K
|
3.22K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.21K+ 39.3% |
$220K - $260K
|
11.4K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.19K+ 1.75% |
$219K - $258K
|
185K
$16.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.18KNew |
$218K - $257K
|
3.18K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.09KNew |
$212K - $250K
|
3.09K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3K+ 41.11% |
$206K - $243K
|
10.3K
$922K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3KNew |
$206K - $243K
|
3K
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.99K+ 49.08% |
$205K - $242K
|
9.07K
$811K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.96KNew |
$203K - $239K
|
2.96K
$264K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.95KNew |
$203K - $239K
|
2.95K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.93K+ 1.8% |
$201K - $237K
|
166K
$14.8M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.89KNew |
$199K - $234K
|
2.89K
$258K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
2.87K+ 1.51% |
$197K - $232K
|
192K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
2.86K+ 31.63% |
$196K - $231K
|
11.9K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
2.85K+ 1.8% |
$196K - $231K
|
161K
$14.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.79K+ 39.33% |
$192K - $226K
|
9.89K
$884K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.76K+ 1.23% |
$190K - $224K
|
227K
$20.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.75K+ 8.54% |
$189K - $223K
|
34.9K
$3.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.75KNew |
$189K - $222K
|
2.75K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.73KNew |
$188K - $221K
|
2.73K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.73KNew |
$187K - $221K
|
2.73K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
2.72KNew |
$187K - $220K
|
2.72K
$243K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 4.71% |
$186K - $219K
|
60.1K
$5.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.69K+ 10.38% |
$185K - $218K
|
28.6K
$2.56M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.68K+ 11.65% |
$184K - $217K
|
25.6K
$2.29M
|