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 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
87.3K+ 135.7% |
$5.51M - $6.43M
|
152K
$13.3M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
85.9K+ 22.04% |
$5.42M - $6.34M
|
476K
$41.7M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
85.1KNew |
$5.37M - $6.27M
|
85.1K
$7.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
84.7KNew |
$5.34M - $6.24M
|
84.7K
$7.41M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
84.6KNew |
$5.34M - $6.24M
|
84.6K
$7.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81.7K+ 92.93% |
$5.16M - $6.03M
|
170K
$14.9M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.8K+ 6.21% |
$5.1M - $5.96M
|
1.38M
$121M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
80.7K+ 195.57% |
$5.09M - $5.95M
|
122K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
79.7K+ 14.18% |
$5.03M - $5.87M
|
642K
$56.2M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
78.9K+ 10.23% |
$4.98M - $5.82M
|
851K
$74.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78.3K+ 32.29% |
$4.95M - $5.78M
|
321K
$28.1M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
78.1K+ 138.13% |
$4.93M - $5.76M
|
135K
$11.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.4KNew |
$4.69M - $5.48M
|
74.4K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
72.9K+ 26.54% |
$4.6M - $5.37M
|
347K
$30.4M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
71.2K+ 77.86% |
$4.49M - $5.25M
|
163K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
70KNew |
$4.42M - $5.16M
|
70K
$6.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
69.2K+ 114.88% |
$4.37M - $5.1M
|
129K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
68.9K+ 50.6% |
$4.35M - $5.08M
|
205K
$17.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68.7K+ 31.22% |
$4.34M - $5.07M
|
289K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67.4K+ 10822.31% |
$4.26M - $4.97M
|
68K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.8K+ 3.95% |
$4.15M - $4.85M
|
1.73M
$151M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65.5K+ 37.04% |
$4.14M - $4.83M
|
242K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
65.1KNew |
$4.11M - $4.8M
|
65.1K
$5.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
63.1K+ 641.49% |
$3.98M - $4.65M
|
72.9K
$6.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
63K+ 166.66% |
$3.98M - $4.65M
|
101K
$8.83M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
62.4K+ 110.32% |
$3.94M - $4.6M
|
119K
$10.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61K+ 9.87% |
$3.85M - $4.5M
|
679K
$59.4M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
58.9K+ 9.63% |
$3.72M - $4.34M
|
670K
$58.7M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
58.4K+ 3.21% |
$3.69M - $4.31M
|
1.88M
$164M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
58.1K+ 564.96% |
$3.66M - $4.28M
|
68.3K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
57K+ 6.46% |
$3.6M - $4.2M
|
939K
$82.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
56.1K+ 168.47% |
$3.54M - $4.13M
|
89.3K
$7.82M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55.4K+ 3.91% |
$3.5M - $4.08M
|
1.47M
$129M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
50.7K+ 36.74% |
$3.2M - $3.74M
|
189K
$16.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
49.3K+ 36.44% |
$3.11M - $3.63M
|
185K
$16.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49.2K+ 21.93% |
$3.11M - $3.63M
|
274K
$23.9M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
48.5K+ 8.13% |
$3.06M - $3.58M
|
645K
$56.5M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
47.8K+ 3.54% |
$3.02M - $3.53M
|
1.4M
$122M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
46.2K+ 18.61% |
$2.92M - $3.41M
|
295K
$25.8M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
45.9KNew |
$2.9M - $3.39M
|
45.9K
$4.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.1K+ 7.16% |
$2.85M - $3.32M
|
675K
$59.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
42.5K+ 5.67% |
$2.69M - $3.14M
|
792K
$69.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
42.2K+ 130.23% |
$2.66M - $3.11M
|
74.5K
$6.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41.7K+ 16.66% |
$2.63M - $3.08M
|
292K
$25.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37.7K+ 26.34% |
$2.38M - $2.78M
|
181K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.3K+ 6.04% |
$2.35M - $2.75M
|
655K
$57.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
36.7K+ 1.01% |
$2.32M - $2.71M
|
3.68M
$322M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
35.7K+ 144.59% |
$2.25M - $2.63M
|
60.3K
$5.28M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
35.4KNew |
$2.23M - $2.61M
|
35.4K
$3.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
35.2KNew |
$2.22M - $2.59M
|
35.2K
$3.08M
|