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 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.66KNew |
$183K - $215K
|
2.66K
$238K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.66K+ 18.38% |
$183K - $215K
|
17.1K
$1.53M
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
2.65K+ 9.59% |
$182K - $214K
|
30.2K
$2.7M
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$181K - $213K
|
2.63K
$235K
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.63KNew |
$181K - $213K
|
2.63K
$235K
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.61KNew |
$179K - $211K
|
2.61K
$233K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.6KNew |
$179K - $211K
|
2.6K
$233K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.6K+ 16.56% |
$179K - $210K
|
18.3K
$1.63M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.58KNew |
$177K - $209K
|
2.58K
$231K
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.57K+ 18.57% |
$177K - $208K
|
16.4K
$1.47M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.56K+ 1.39% |
$176K - $207K
|
187K
$16.7M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.55KNew |
$175K - $206K
|
2.55K
$228K
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
2.53KNew |
$174K - $205K
|
2.53K
$226K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.53KNew |
$174K - $205K
|
2.53K
$226K
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.52KNew |
$173K - $204K
|
2.52K
$225K
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.46K+ 15.71% |
$169K - $199K
|
18.1K
$1.62M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.45K+ 1.81% |
$168K - $198K
|
138K
$12.3M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.43K+ 11.11% |
$167K - $196K
|
24.3K
$2.17M
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
2.42K+ 1.71% |
$166K - $196K
|
144K
$12.9M
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
2.39K+ 2.86% |
$164K - $194K
|
86K
$7.69M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.39K+ 7.16% |
$164K - $193K
|
35.7K
$3.19M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.39K+ 19.99% |
$164K - $193K
|
14.3K
$1.28M
|
|
Dec 03, 2024
Q2 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.34K+ 7.1% |
$161K - $189K
|
35.2K
$3.15M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.31K+ 35.8% |
$159K - $187K
|
8.75K
$782K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.3K+ 8.16% |
$158K - $186K
|
30.5K
$2.73M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$151K - $178K
|
2.2K
$197K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.17K+ 17.88% |
$149K - $175K
|
14.3K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.13K+ 8.58% |
$147K - $173K
|
27K
$2.41M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.13K+ 2.69% |
$146K - $173K
|
81.2K
$7.26M
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.11K+ 51.65% |
$145K - $171K
|
6.2K
$554K
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.07K+ 27.98% |
$142K - $168K
|
9.48K
$848K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.05K+ 7.11% |
$141K - $166K
|
30.8K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05K+ 9.5% |
$141K - $166K
|
23.6K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 2.34% |
$140K - $165K
|
89K
$7.95M
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.01K+ 2.81% |
$138K - $162K
|
73.4K
$6.56M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.97K+ 1.68% |
$135K - $160K
|
120K
$10.7M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.92K+ 5.13% |
$132K - $156K
|
39.4K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.87K+ 2.19% |
$128K - $151K
|
87.3K
$7.8M
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.83K+ 0.92% |
$125K - $148K
|
200K
$17.9M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.81K+ 0.83% |
$125K - $147K
|
221K
$19.8M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.81K+ 0.85% |
$124K - $146K
|
214K
$19.1M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.81KNew |
$124K - $146K
|
1.81K
$162K
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.81K+ 8.84% |
$124K - $146K
|
22.2K
$1.99M
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.8K+ 1.98% |
$123K - $145K
|
92.2K
$8.24M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.79K+ 4.15% |
$123K - $145K
|
44.9K
$4.01M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.78K+ 4.22% |
$122K - $144K
|
44K
$3.93M
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.67K+ 1.55% |
$115K - $135K
|
109K
$9.76M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.65K+ 2.86% |
$113K - $133K
|
59.2K
$5.29M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.63K+ 9.46% |
$112K - $132K
|
18.9K
$1.69M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.63K+ 36.58% |
$112K - $132K
|
6.08K
$543K
|