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 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7.15K+ 160.11% |
$451K - $527K
|
11.6K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
7.13K+ 1.47% |
$450K - $526K
|
494K
$43.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7.05K+ 5.54% |
$445K - $520K
|
134K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
7.03K+ 12.06% |
$443K - $518K
|
65.3K
$5.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.01K+ 28.66% |
$443K - $517K
|
31.5K
$2.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.89K+ 17.88% |
$435K - $508K
|
45.4K
$3.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
6.81K+ 2999.12% |
$430K - $502K
|
7.04K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.73K+ 472.42% |
$425K - $496K
|
8.16K
$714K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.61K+ 7.04% |
$417K - $488K
|
101K
$8.8M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
6.51K+ 45.94% |
$411K - $480K
|
20.7K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.29K+ 6.65% |
$397K - $464K
|
101K
$8.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.15K+ 2.8% |
$388K - $453K
|
226K
$19.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
5.86K+ 1.89% |
$370K - $432K
|
316K
$27.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.82KNew |
$367K - $429K
|
5.82K
$509K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.78K+ 1.83% |
$365K - $426K
|
321K
$28.1M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.75K+ 1.84% |
$363K - $424K
|
319K
$27.9M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.7K+ 410.0% |
$360K - $420K
|
7.09K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.68K+ 55.77% |
$359K - $419K
|
15.9K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.6K+ 16.59% |
$353K - $413K
|
39.4K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.5K+ 0.5% |
$347K - $406K
|
1.11M
$97M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.36K+ 1.79% |
$338K - $395K
|
304K
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.27KNew |
$333K - $388K
|
5.27K
$461K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.15K+ 0.2% |
$325K - $379K
|
2.63M
$230M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 0.1% |
$323K - $377K
|
4.91M
$429M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.04KNew |
$318K - $372K
|
5.04K
$441K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
5.02KNew |
$317K - $370K
|
5.02K
$440K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5K+ 7.13% |
$315K - $369K
|
75.1K
$6.57M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
4.81K+ 3.59% |
$304K - $355K
|
139K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.73K+ 9.96% |
$298K - $349K
|
52.2K
$4.57M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.65K+ 20.19% |
$294K - $343K
|
27.7K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.65K+ 19.25% |
$293K - $343K
|
28.8K
$2.52M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.6KNew |
$290K - $339K
|
4.6K
$403K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
4.49K+ 120.39% |
$284K - $331K
|
8.23K
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.44K+ 41.02% |
$280K - $327K
|
15.3K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.37K+ 13.9% |
$276K - $322K
|
35.8K
$3.13M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.32K+ 4.18% |
$272K - $318K
|
108K
$9.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.31KNew |
$272K - $318K
|
4.31K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.3K+ 100.12% |
$272K - $317K
|
8.6K
$753K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
4.29K+ 5.41% |
$271K - $317K
|
83.6K
$7.32M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.25K+ 6.43% |
$268K - $313K
|
70.3K
$6.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.2KNew |
$265K - $310K
|
4.2K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.2K+ 8.88% |
$265K - $310K
|
51.5K
$4.51M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
4.09KNew |
$258K - $301K
|
4.09K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.06K+ 21.48% |
$256K - $299K
|
23K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.06K+ 10.64% |
$256K - $299K
|
42.2K
$3.69M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.94KNew |
$249K - $291K
|
3.94K
$345K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.87KNew |
$244K - $285K
|
3.87K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.87KNew |
$244K - $285K
|
3.87K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.82KNew |
$241K - $282K
|
3.82K
$335K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.67KNew |
$231K - $270K
|
3.67K
$321K
|