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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.84K- 32.19% |
$116K - $135K
|
3.87K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.84K- 1.64% |
$116K - $136K
|
110K
$9.65M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.84K- 33.08% |
$116K - $136K
|
3.73K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.85K- 5.44% |
$117K - $136K
|
32.1K
$2.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 99.89% |
$120K - $140K
|
2
$175
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 6.26% |
$121K - $141K
|
28.6K
$2.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.93K- 90.25% |
$122K - $142K
|
208
$18.2K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.95K- 9.67% |
$123K - $144K
|
18.2K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 15.27% |
$126K - $148K
|
11.1K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.01K- 6.09% |
$127K - $148K
|
31K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.02K- 7.5% |
$127K - $149K
|
24.9K
$2.18M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.05K- 12.58% |
$130K - $151K
|
14.3K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.07K- 4.6% |
$131K - $153K
|
42.9K
$3.76M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.09K- 11.13% |
$132K - $154K
|
16.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.1K- 73.15% |
$133K - $155K
|
772
$67.6K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.12K- 1.48% |
$134K - $156K
|
141K
$12.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.14K- 2.9% |
$135K - $158K
|
71.5K
$6.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.19K- 2.87% |
$138K - $161K
|
73.9K
$6.47M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.2K- 3.49% |
$139K - $162K
|
61K
$5.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.3K- 11.51% |
$145K - $169K
|
17.7K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.32K- 4.21% |
$146K - $171K
|
52.7K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 2.75% |
$147K - $171K
|
82.4K
$7.21M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.34K- 21.32% |
$148K - $172K
|
8.63K
$756K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.4K- 59.84% |
$151K - $177K
|
1.61K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.41K- 0.74% |
$152K - $177K
|
321K
$28.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.41K- 9.49% |
$152K - $178K
|
23K
$2.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.44K- 30.42% |
$154K - $180K
|
5.58K
$488K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.58K- 16.15% |
$163K - $190K
|
13.4K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.61K- 3.87% |
$164K - $192K
|
64.7K
$5.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.79K- 28.23% |
$176K - $206K
|
7.1K
$621K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.8K- 3.77% |
$176K - $206K
|
71.4K
$6.25M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 21.12% |
$177K - $207K
|
10.5K
$916K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 3.5% |
$190K - $222K
|
82.9K
$7.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.17K- 3.79% |
$200K - $234K
|
80.6K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.21K- 4.21% |
$203K - $237K
|
73K
$6.39M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.26K- 4.13% |
$206K - $240K
|
75.7K
$6.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.28K- 60.26% |
$207K - $242K
|
2.16K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.33K- 18.11% |
$210K - $245K
|
15K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-3.34K- 2.3% |
$211K - $246K
|
142K
$12.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.47K- 18.91% |
$219K - $256K
|
14.9K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3.58K- 0.96% |
$226K - $264K
|
369K
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.69K- 7.19% |
$233K - $272K
|
47.7K
$4.17M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-3.72K- 4.74% |
$235K - $275K
|
74.8K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.89K- 5.91% |
$246K - $287K
|
61.9K
$5.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.9K- 3.49% |
$246K - $288K
|
108K
$9.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.92K- 15.06% |
$248K - $289K
|
22.1K
$1.94M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.94K- 4.82% |
$249K - $291K
|
77.9K
$6.82M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3.99K- 98.57% |
$252K - $294K
|
58
$5.08K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.06K- 23.54% |
$256K - $299K
|
13.2K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.13K- 1.93% |
$261K - $305K
|
210K
$18.4M
|