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 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
581+ 8.23% |
$32.9K - $35.4K
|
7.64K
$484K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
572+ 15.21% |
$32.4K - $34.9K
|
4.33K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
569New |
$32.2K - $34.7K
|
569
$36K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477New |
$27K - $29.1K
|
477
$30.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
475+ 7.46% |
$26.9K - $29K
|
6.85K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
452+ 13.26% |
$25.6K - $27.6K
|
3.86K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
443+ 1.09% |
$25.1K - $27K
|
41.2K
$2.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
442+ 3.48% |
$25K - $27K
|
13.1K
$833K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
310+ 3.23% |
$17.6K - $18.9K
|
9.9K
$627K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
310+ 0.47% |
$17.6K - $18.9K
|
66.5K
$4.21M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250+ 100.81% |
$14.2K - $15.2K
|
498
$31.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
246+ 3.71% |
$13.9K - $15K
|
6.87K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
240New |
$13.6K - $14.6K
|
240
$15.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
238+ 3.8% |
$13.5K - $14.5K
|
6.51K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
188New |
$10.7K - $11.5K
|
188
$11.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$10.3K - $11.1K
|
182
$11.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
181+ 1.61% |
$10.3K - $11K
|
11.4K
$723K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
163+ 1.67% |
$9.24K - $9.94K
|
9.93K
$629K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
124+ 0.91% |
$7.03K - $7.56K
|
13.8K
$874K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$6.57K - $7.07K
|
116
$7.35K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
109New |
$6.18K - $6.65K
|
109
$6.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60+ 0.2% |
$3.4K - $3.66K
|
30.8K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 0.91% |
$3.23K - $3.48K
|
6.33K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 44.44% |
$1.81K - $1.95K
|
104
$6.59K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
32+ 0.31% |
$1.81K - $1.95K
|
10.2K
$648K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 44.74% |
$963 - $1.04K
|
55
$3.48K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.66% |
$907 - $976
|
2.43K
$154K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.98% |
$680 - $732
|
1.23K
$78.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$453 - $488
|
8
$507
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 17.07% |
$397 - $427
|
48
$3.04K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4+ 0.0% |
$227 - $244
|
94.1K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.08% |
$170 - $183
|
3.55K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.03% |
$170 - $183
|
11.5K
$726K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-24- 0.15% |
$1.36K - $1.46K
|
16.1K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-61- 0.55% |
$3.46K - $3.72K
|
10.9K
$692K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-328- 0.85% |
$18.6K - $20K
|
38.3K
$2.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-342- 31.67% |
$19.4K - $20.9K
|
738
$46.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-451- 9.16% |
$25.6K - $27.5K
|
4.47K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-461- 2.84% |
$26.1K - $28.1K
|
15.7K
$997K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-505- 12.46% |
$28.6K - $30.8K
|
3.55K
$225K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-642- 0.16% |
$36.4K - $39.2K
|
406K
$25.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-652- 1.63% |
$36.9K - $39.8K
|
39.4K
$2.49M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-734- 3.17% |
$41.6K - $44.8K
|
22.4K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-856- 3.36% |
$48.5K - $52.2K
|
24.6K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 6.09% |
$71.6K - $77K
|
19.5K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.59K- 96.47% |
$89.9K - $96.7K
|
58
$3.67K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.7K- 3.55% |
$96.1K - $103K
|
46K
$2.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-2.28K- 0.95% |
$129K - $139K
|
238K
$15.1M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.75K- 3.54% |
$156K - $168K
|
75K
$4.75M
|