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 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.58K+ 2766.67% |
$108K - $128K
|
1.63K
$146K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.55K+ 44.75% |
$106K - $125K
|
5K
$447K
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.55K+ 9.15% |
$106K - $125K
|
18.5K
$1.65M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 3.66% |
$106K - $125K
|
43.6K
$3.9M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.51K+ 2.21% |
$104K - $122K
|
69.9K
$6.25M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 0.32% |
$102K - $120K
|
463K
$41.4M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.47K+ 0.78% |
$101K - $119K
|
191K
$17.1M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 43.89% |
$100K - $118K
|
4.79K
$428K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.46KNew |
$100K - $118K
|
1.46K
$130K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.4K+ 4.18% |
$96.2K - $113K
|
34.9K
$3.12M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 4.24% |
$93.6K - $110K
|
33.5K
$2.99M
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.34K+ 15.77% |
$91.7K - $108K
|
9.8K
$876K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 11.72% |
$91.5K - $108K
|
12.7K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.33K+ 2.24% |
$91.3K - $108K
|
60.7K
$5.42M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$90K - $106K
|
1.31K
$117K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.29K+ 21.39% |
$88.4K - $104K
|
7.3K
$652K
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.27K+ 6.97% |
$87K - $102K
|
19.4K
$1.74M
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.25K+ 2.64% |
$85.6K - $101K
|
48.5K
$4.33M
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
1.24K+ 1.51% |
$85.3K - $100K
|
83.3K
$7.44M
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.24K+ 0.54% |
$85.1K - $100K
|
231K
$20.6M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 30.25% |
$84.4K - $99.4K
|
5.29K
$473K
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.21K+ 3.52% |
$82.9K - $97.6K
|
35.5K
$3.17M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.2K+ 44.02% |
$82.7K - $97.4K
|
3.94K
$352K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.14K+ 11.66% |
$78.1K - $92K
|
10.9K
$973K
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.13K+ 5.6% |
$77.9K - $91.8K
|
21.4K
$1.91M
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.12K+ 116.24% |
$77.2K - $91K
|
2.09K
$187K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.05K+ 1.72% |
$72.1K - $85K
|
62.2K
$5.56M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.03KNew |
$70.8K - $83.5K
|
1.03K
$92.2K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03KNew |
$70.5K - $83.1K
|
1.03K
$91.7K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
992+ 1.68% |
$68.2K - $80.3K
|
60.1K
$5.37M
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
987+ 3.21% |
$67.8K - $79.9K
|
31.8K
$2.84M
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
973+ 0.78% |
$66.9K - $78.8K
|
125K
$11.2M
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
947+ 3.73% |
$65.1K - $76.7K
|
26.3K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
910+ 1.18% |
$62.5K - $73.7K
|
77.7K
$6.95M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
908+ 23.02% |
$62.4K - $73.5K
|
4.85K
$434K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
907New |
$62.3K - $73.4K
|
907
$81.1K
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
899+ 4.05% |
$61.8K - $72.8K
|
23.1K
$2.06M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
895+ 19.67% |
$61.5K - $72.5K
|
5.45K
$487K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
884+ 4.27% |
$60.7K - $71.6K
|
21.6K
$1.93M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
860+ 2.6% |
$59.1K - $69.6K
|
33.9K
$3.03M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
855+ 1.98% |
$58.7K - $69.2K
|
43.9K
$3.93M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
836+ 5.71% |
$57.4K - $67.7K
|
15.5K
$1.38M
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
823+ 20.4% |
$56.5K - $66.6K
|
4.86K
$434K
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
814+ 2.59% |
$55.9K - $65.9K
|
32.2K
$2.88M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
810+ 1.57% |
$55.7K - $65.6K
|
52.3K
$4.68M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
791New |
$54.3K - $64K
|
791
$70.7K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
779New |
$53.5K - $63.1K
|
779
$69.6K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
777+ 0.55% |
$53.4K - $62.9K
|
142K
$12.7M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
774+ 5.61% |
$53.2K - $62.7K
|
14.6K
$1.3M
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
772New |
$53K - $62.5K
|
772
$69K
|