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 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.8K+ 18.52% |
$934K - $1.09M
|
94.7K
$8.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
14.6KNew |
$920K - $1.07M
|
14.6K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
14.6KNew |
$920K - $1.07M
|
14.6K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14.5K+ 8079.33% |
$913K - $1.07M
|
14.6K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.1K+ 48.93% |
$890K - $1.04M
|
42.9K
$3.76M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
14K+ 12.47% |
$883K - $1.03M
|
126K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.9K+ 144.06% |
$879K - $1.03M
|
23.6K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.8KNew |
$874K - $1.02M
|
13.8K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
13.8K+ 5.61% |
$874K - $1.02M
|
261K
$22.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
13.2K+ 17.2% |
$836K - $977K
|
90.2K
$7.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2K+ 4.27% |
$832K - $972K
|
322K
$28.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
13.1K+ 6.32% |
$828K - $967K
|
221K
$19.3M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.8KNew |
$806K - $942K
|
12.8K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.5KNew |
$786K - $918K
|
12.5K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.9KNew |
$753K - $880K
|
11.9K
$1.04M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11.9K+ 16.71% |
$750K - $876K
|
83K
$7.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.9K+ 20.07% |
$748K - $874K
|
70.9K
$6.21M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.6KNew |
$731K - $853K
|
11.6K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.6K+ 112.42% |
$730K - $853K
|
21.9K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 5.21% |
$723K - $844K
|
231K
$20.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
11.4K+ 66.59% |
$717K - $838K
|
28.4K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 3.82% |
$709K - $828K
|
306K
$26.8M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.1K+ 35.68% |
$698K - $816K
|
42.1K
$3.68M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11K+ 10.99% |
$694K - $810K
|
111K
$9.72M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.8K+ 4.26% |
$683K - $798K
|
265K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.8K+ 8.11% |
$681K - $795K
|
144K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10.7K+ 7.42% |
$678K - $792K
|
156K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.7K+ 315.53% |
$677K - $791K
|
14.1K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10.6K+ 15.54% |
$671K - $784K
|
79.1K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.5K+ 9.06% |
$661K - $772K
|
126K
$11M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
10.4K+ 5.58% |
$659K - $770K
|
197K
$17.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
10.3KNew |
$650K - $759K
|
10.3K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1K+ 118.35% |
$636K - $743K
|
18.6K
$1.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
9.26K+ 11.12% |
$584K - $683K
|
92.5K
$8.1M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.02K+ 52.61% |
$569K - $665K
|
26.2K
$2.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
8.91KNew |
$563K - $657K
|
8.91K
$780K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.89KNew |
$561K - $655K
|
8.89K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.82K+ 21.57% |
$557K - $650K
|
49.7K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.59KNew |
$542K - $633K
|
8.59K
$752K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.42K+ 50.51% |
$531K - $621K
|
25.1K
$2.2M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
8.4K+ 12.4% |
$530K - $619K
|
76.1K
$6.66M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.36K+ 1.96% |
$528K - $616K
|
435K
$38.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.02K+ 81.77% |
$506K - $591K
|
17.8K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
8K+ 4.41% |
$505K - $590K
|
190K
$16.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
7.93K+ 33.21% |
$500K - $585K
|
31.8K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.8K+ 9.43% |
$492K - $575K
|
90.5K
$7.92M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.77KNew |
$490K - $573K
|
7.77K
$680K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.7K+ 1.94% |
$486K - $567K
|
404K
$35.4M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.67K+ 149.71% |
$484K - $566K
|
12.8K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 14.33% |
$454K - $530K
|
57.4K
$5.02M
|