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 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
760+ 230.3% |
$52.2K - $61.5K
|
1.09K
$97.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
745+ 23.93% |
$51.2K - $60.3K
|
3.86K
$345K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
736+ 4.28% |
$50.6K - $59.6K
|
18K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
719+ 11.18% |
$49.4K - $58.2K
|
7.15K
$639K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
714+ 12.31% |
$49.1K - $57.8K
|
6.51K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
712+ 5.73% |
$48.9K - $57.6K
|
13.1K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
620+ 13.51% |
$42.6K - $50.2K
|
5.21K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
611New |
$42K - $49.5K
|
611
$54.6K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
602+ 7.06% |
$41.4K - $48.7K
|
9.13K
$816K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
600+ 32.35% |
$41.2K - $48.6K
|
2.46K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
600+ 7.38% |
$41.2K - $48.6K
|
8.73K
$780K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
599+ 0.27% |
$41.2K - $48.5K
|
221K
$19.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
593New |
$40.7K - $48K
|
593
$53K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
553+ 0.3% |
$38K - $44.8K
|
188K
$16.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
548+ 12.99% |
$37.7K - $44.4K
|
4.77K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
547New |
$37.6K - $44.3K
|
547
$48.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
542+ 19.56% |
$37.2K - $43.9K
|
3.31K
$296K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
540+ 1.74% |
$37.1K - $43.7K
|
31.6K
$2.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
537+ 17.21% |
$36.9K - $43.5K
|
3.66K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
524+ 4.51% |
$36K - $42.4K
|
12.1K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
518+ 13.89% |
$35.6K - $41.9K
|
4.25K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500New |
$34.4K - $40.5K
|
500
$44.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
483+ 2.3% |
$33.2K - $39.1K
|
21.5K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
466+ 2.0% |
$32K - $37.7K
|
23.7K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
455+ 1.94% |
$31.3K - $36.8K
|
23.9K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
445New |
$30.6K - $36K
|
445
$39.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
443+ 3.71% |
$30.4K - $35.9K
|
12.4K
$1.11M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
416+ 1.9% |
$28.6K - $33.7K
|
22.3K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
410+ 3.78% |
$28.2K - $33.2K
|
11.3K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
406+ 1.42% |
$27.9K - $32.9K
|
29K
$2.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
387+ 12.21% |
$26.6K - $31.3K
|
3.56K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
381+ 2.46% |
$26.2K - $30.8K
|
15.9K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
369+ 4.45% |
$25.4K - $29.9K
|
8.65K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
351+ 11.74% |
$24.1K - $28.4K
|
3.34K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
340+ 0.92% |
$23.4K - $27.5K
|
37.2K
$3.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
331New |
$22.7K - $26.8K
|
331
$29.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
330+ 2.06% |
$22.7K - $26.7K
|
16.4K
$1.46M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
330+ 0.64% |
$22.7K - $26.7K
|
52K
$4.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
325+ 4.52% |
$22.3K - $26.3K
|
7.51K
$671K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
322New |
$22.1K - $26.1K
|
322
$28.8K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
320+ 1.06% |
$22K - $25.9K
|
30.5K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
320New |
$22K - $25.9K
|
320
$28.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
317+ 0.53% |
$21.8K - $25.7K
|
60.5K
$5.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
297+ 1.89% |
$20.4K - $24K
|
16K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
288+ 0.98% |
$19.8K - $23.3K
|
29.5K
$2.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
268+ 1.07% |
$18.4K - $21.7K
|
25.4K
$2.27M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
263+ 6.98% |
$18.1K - $21.3K
|
4.03K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
260+ 4.78% |
$17.9K - $21K
|
5.7K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
255+ 3.54% |
$17.5K - $20.6K
|
7.46K
$667K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
248+ 66.85% |
$17K - $20.1K
|
619
$55.3K
|