Purchases and Sales Made in Q1 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-684- 70.66% |
$43.2K - $50.4K
|
284
$24.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-685- 5.95% |
$43.2K - $50.5K
|
10.8K
$947K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-693- 0.43% |
$43.7K - $51.1K
|
159K
$13.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-715- 1.81% |
$45.1K - $52.7K
|
38.9K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-720- 65.51% |
$45.4K - $53.1K
|
379
$33.2K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-725- 4.58% |
$45.8K - $53.5K
|
15.1K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-727- 13.19% |
$45.9K - $53.6K
|
4.78K
$419K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-727- 81.41% |
$45.9K - $53.6K
|
166
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-737- 3.4% |
$46.5K - $54.3K
|
21K
$1.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-739- 2.7% |
$46.6K - $54.5K
|
26.6K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-744- 0.96% |
$47K - $54.9K
|
76.8K
$6.72M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-860- 10.45% |
$54.3K - $63.4K
|
7.37K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-900- 21.97% |
$56.8K - $66.4K
|
3.2K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-901- 7.01% |
$56.9K - $66.4K
|
12K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-934- 0.55% |
$59K - $68.9K
|
168K
$14.7M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-942- 18.14% |
$59.5K - $69.5K
|
4.25K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-947- 0.14% |
$59.8K - $69.8K
|
656K
$57.4M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-979- 5.05% |
$61.8K - $72.2K
|
18.4K
$1.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.02K- 1.48% |
$64.6K - $75.4K
|
67.9K
$5.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.03K- 12.21% |
$65K - $75.9K
|
7.41K
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.05K- 6.34% |
$66.1K - $77.2K
|
15.5K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.05K- 12.59% |
$66.5K - $77.6K
|
7.31K
$640K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.06K- 25.09% |
$66.7K - $77.9K
|
3.16K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.07K- 4.62% |
$67.5K - $78.9K
|
22.1K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.13K- 1.1% |
$71.5K - $83.5K
|
102K
$8.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.13K- 11.04% |
$71.5K - $83.5K
|
9.13K
$799K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 0.69% |
$71.9K - $84K
|
164K
$14.3M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.14K- 2.59% |
$72.2K - $84.3K
|
43.1K
$3.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.17K- 9.53% |
$73.6K - $86K
|
11.1K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.17K- 1.98% |
$73.9K - $86.3K
|
57.9K
$5.07M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 3.58% |
$74.1K - $86.6K
|
31.6K
$2.77M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.21K- 3.4% |
$76.1K - $88.9K
|
34.2K
$3M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.24K- 1.27% |
$78.1K - $91.2K
|
95.8K
$8.39M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.24K- 20.38% |
$78.1K - $91.3K
|
4.84K
$423K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.28K- 20.84% |
$80.5K - $94K
|
4.84K
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.3K- 4.91% |
$82K - $95.8K
|
25.2K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.41K- 16.82% |
$88.7K - $104K
|
6.95K
$608K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.45K- 3.8% |
$91.3K - $107K
|
36.6K
$3.2M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.49K- 11.78% |
$93.9K - $110K
|
11.1K
$976K
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.5K- 7.9% |
$94.6K - $110K
|
17.5K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.51K- 46.14% |
$95.1K - $111K
|
1.76K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.51K- 2.27% |
$95.5K - $112K
|
65K
$5.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.52K- 2.16% |
$96K - $112K
|
69K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.57K- 0.73% |
$99K - $116K
|
214K
$18.8M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.57K- 11.47% |
$99.1K - $116K
|
12.1K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 5.56% |
$100K - $117K
|
26.9K
$2.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 4.04% |
$103K - $120K
|
38.7K
$3.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.68K- 3.48% |
$106K - $124K
|
46.6K
$4.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.71K- 4.77% |
$108K - $126K
|
34.2K
$3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.81K- 1.68% |
$114K - $133K
|
105K
$9.23M
|