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 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.67KNew |
$231K - $270K
|
3.67K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.64K+ 12.05% |
$230K - $268K
|
33.8K
$3.11M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 3.72% |
$226K - $264K
|
99.9K
$9.19M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.56KNew |
$225K - $263K
|
3.56K
$328K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.55K+ 6.98% |
$224K - $262K
|
54.4K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.51K+ 6.28% |
$221K - $259K
|
59.3K
$5.46M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.46KNew |
$218K - $255K
|
3.46K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.43KNew |
$217K - $253K
|
3.43K
$316K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.42K+ 5.82% |
$216K - $252K
|
62.1K
$5.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.41KNew |
$215K - $252K
|
3.41K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.39K+ 2.56% |
$214K - $250K
|
136K
$12.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
3.36K+ 10.32% |
$212K - $248K
|
35.9K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.33KNew |
$210K - $246K
|
3.33K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.28K+ 16.47% |
$207K - $242K
|
23.2K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.27KNew |
$206K - $241K
|
3.27K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.25K+ 32.54% |
$205K - $240K
|
13.2K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.22K+ 2.82% |
$203K - $238K
|
118K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.2K+ 93.97% |
$202K - $236K
|
6.6K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.06K+ 4.08% |
$193K - $225K
|
77.9K
$7.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.05K+ 56.33% |
$193K - $225K
|
8.47K
$779K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
3.05K+ 2.21% |
$192K - $225K
|
141K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.04K+ 23.38% |
$192K - $224K
|
16.1K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$191K - $223K
|
3.03K
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.01KNew |
$190K - $222K
|
3.01K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.99KNew |
$189K - $220K
|
2.99K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2.98KNew |
$188K - $220K
|
2.98K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.95K+ 1.3% |
$186K - $218K
|
230K
$21.1M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.94KNew |
$185K - $216K
|
2.94K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.93KNew |
$185K - $216K
|
2.93K
$270K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.92KNew |
$184K - $215K
|
2.92K
$269K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.87K+ 6.49% |
$181K - $212K
|
47.2K
$4.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.86KNew |
$181K - $211K
|
2.86K
$263K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
2.86KNew |
$180K - $211K
|
2.86K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.81KNew |
$177K - $207K
|
2.81K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.81K+ 6.26% |
$177K - $207K
|
47.7K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.8K+ 2.98% |
$177K - $206K
|
96.8K
$8.91M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 0.21% |
$176K - $206K
|
1.3M
$120M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.78K+ 1.54% |
$176K - $205K
|
183K
$16.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.77KNew |
$175K - $204K
|
2.77K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.75K+ 1.53% |
$174K - $203K
|
182K
$16.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.75KNew |
$174K - $203K
|
2.75K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.73KNew |
$172K - $201K
|
2.73K
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.68K+ 2.3% |
$169K - $197K
|
119K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
2.67K+ 0.45% |
$169K - $197K
|
592K
$54.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.67K+ 5.27% |
$168K - $197K
|
53.2K
$4.9M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.65K+ 11.37% |
$167K - $195K
|
25.9K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.63K+ 33.97% |
$166K - $194K
|
10.4K
$956K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 8.36% |
$166K - $194K
|
34.1K
$3.13M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.57K+ 64.75% |
$162K - $189K
|
6.54K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.47K+ 8.74% |
$156K - $182K
|
30.8K
$2.83M
|