Purchases and Sales Made in Q2 2024 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q2 2024. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.8K+ 3.8% |
$4.92M - $5.29M
|
2.37M
$150M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.2K+ 40.95% |
$3.81M - $4.1M
|
231K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.8K+ 14.99% |
$3.16M - $3.4M
|
428K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40K+ 100.0% |
$2.27M - $2.44M
|
79.9K
$5.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 40.31% |
$1.4M - $1.5M
|
85.8K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 45.38% |
$1.38M - $1.48M
|
78K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.7K+ 287.68% |
$1.18M - $1.27M
|
28K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 111.12% |
$1.14M - $1.23M
|
38.3K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 18.99% |
$823K - $886K
|
91K
$5.76M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
13.7K+ 57.79% |
$774K - $833K
|
37.3K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$687K - $739K
|
12.1K
$767K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 1.2% |
$575K - $619K
|
858K
$54.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.69K+ 18.42% |
$379K - $408K
|
43K
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.04KNew |
$342K - $369K
|
6.04K
$383K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.75KNew |
$326K - $351K
|
5.75K
$364K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.35K+ 11.72% |
$303K - $327K
|
51K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.78K+ 80.05% |
$271K - $292K
|
10.8K
$681K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.74K+ 100.83% |
$268K - $289K
|
9.44K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.42KNew |
$251K - $270K
|
4.42K
$280K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.64KNew |
$206K - $222K
|
3.64K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.5K+ 30.4% |
$198K - $213K
|
15K
$951K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.42K+ 3.09% |
$194K - $209K
|
114K
$7.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.39K+ 6.52% |
$192K - $207K
|
55.4K
$3.51M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.39K+ 6.52% |
$192K - $207K
|
55.4K
$3.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.36K+ 68.25% |
$190K - $205K
|
8.28K
$525K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.29K+ 10.68% |
$186K - $201K
|
34.1K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
3.09K+ 77.93% |
$175K - $188K
|
7.05K
$447K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 0.95% |
$163K - $175K
|
303K
$19.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.27K+ 0.61% |
$129K - $139K
|
375K
$23.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.27KNew |
$129K - $138K
|
2.27K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.21K+ 53.5% |
$125K - $135K
|
6.34K
$401K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.96K+ 4.17% |
$111K - $119K
|
48.9K
$3.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.91KNew |
$108K - $116K
|
1.91K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.91K+ 38.38% |
$108K - $116K
|
6.87K
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.9K+ 2.11% |
$107K - $116K
|
91.6K
$5.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.87K+ 187300.0% |
$106K - $114K
|
1.87K
$119K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.79K+ 19.81% |
$101K - $109K
|
10.8K
$686K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.7K+ 2.89% |
$96.2K - $104K
|
60.5K
$3.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.31K+ 37.65% |
$74.1K - $79.7K
|
4.78K
$303K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.3K+ 28.63% |
$73.8K - $79.4K
|
5.85K
$370K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.28K+ 9.23% |
$72.6K - $78.1K
|
15.2K
$960K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 6.7% |
$61.7K - $66.4K
|
17.3K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.08K+ 17.39% |
$61.4K - $66.1K
|
7.31K
$463K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 18.61% |
$60.2K - $64.8K
|
6.78K
$429K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
958+ 1.28% |
$54.3K - $58.4K
|
75.8K
$4.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
919+ 1044.32% |
$52.1K - $56K
|
1.01K
$63.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
882+ 8.87% |
$50K - $53.8K
|
10.8K
$685K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
815+ 14.45% |
$46.2K - $49.7K
|
6.46K
$409K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
700+ 1.98% |
$39.7K - $42.7K
|
36K
$2.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
656+ 19.07% |
$37.2K - $40K
|
4.1K
$259K
|