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 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 10.13% |
$147K - $172K
|
25.4K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 8.15% |
$146K - $171K
|
30.7K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.3K+ 60.71% |
$145K - $170K
|
6.09K
$533K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.25K+ 2.51% |
$142K - $166K
|
91.8K
$8.03M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.19K+ 35.07% |
$138K - $161K
|
8.43K
$738K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 5.21% |
$134K - $156K
|
42.7K
$3.74M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.11K+ 37.92% |
$133K - $156K
|
7.68K
$672K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
2.05K+ 1.62% |
$130K - $151K
|
129K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.02K+ 52.62% |
$128K - $149K
|
5.86K
$513K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1.99K+ 1.27% |
$125K - $147K
|
159K
$13.9M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 21.16% |
$125K - $146K
|
11.4K
$994K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.98K+ 0.71% |
$125K - $146K
|
282K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.92K+ 22.41% |
$121K - $142K
|
10.5K
$919K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.92K+ 20.15% |
$121K - $141K
|
11.4K
$1M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.9K+ 1.92% |
$120K - $140K
|
101K
$8.85M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 0.54% |
$119K - $139K
|
350K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.84K+ 0.64% |
$116K - $136K
|
290K
$25.4M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.83K+ 4.52% |
$116K - $135K
|
42.4K
$3.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 0.42% |
$107K - $125K
|
406K
$35.6M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 16.23% |
$102K - $119K
|
11.6K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.61K+ 5.12% |
$101K - $119K
|
33K
$2.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.55K+ 43.23% |
$97.8K - $114K
|
5.13K
$449K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.55K+ 476.31% |
$97.7K - $114K
|
1.87K
$164K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.53K+ 9.7% |
$96.3K - $112K
|
17.3K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 36.08% |
$94.7K - $111K
|
5.66K
$495K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.46K+ 72.47% |
$92K - $107K
|
3.47K
$304K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.35K+ 1.51% |
$85K - $99.3K
|
90.3K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.33KNew |
$83.9K - $98.1K
|
1.33K
$116K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.3K+ 8.48% |
$81.7K - $95.5K
|
16.6K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.29K+ 17.77% |
$81.1K - $94.7K
|
8.52K
$745K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.23K+ 5.53% |
$77.5K - $90.5K
|
23.5K
$2.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.21K+ 0.61% |
$76.1K - $88.8K
|
198K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.2K+ 0.59% |
$75.7K - $88.4K
|
203K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.2K+ 8.24% |
$75.4K - $88.1K
|
15.7K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.16KNew |
$73.4K - $85.7K
|
1.16K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 19.4% |
$72.1K - $84.2K
|
7.03K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.12K+ 21.46% |
$70.8K - $82.7K
|
6.34K
$555K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.1K+ 18.14% |
$69.1K - $80.7K
|
7.13K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.08K+ 6.21% |
$68.2K - $79.6K
|
18.5K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.07K+ 0.87% |
$67.3K - $78.6K
|
124K
$10.9M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.06K+ 1788.14% |
$66.6K - $77.8K
|
1.11K
$97.5K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.04K+ 386.67% |
$65.9K - $77K
|
1.31K
$115K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.03K+ 4.61% |
$64.8K - $75.6K
|
23.3K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.03K+ 5.28% |
$64.7K - $75.6K
|
20.4K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 18.86% |
$64.4K - $75.3K
|
6.43K
$563K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.01K+ 20.09% |
$63.5K - $74.2K
|
6.01K
$526K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
987+ 0.28% |
$62.3K - $72.8K
|
351K
$30.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
982+ 22.23% |
$62K - $72.4K
|
5.4K
$473K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
961+ 24.43% |
$60.7K - $70.9K
|
4.89K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
938+ 2.57% |
$59.2K - $69.2K
|
37.4K
$3.28M
|