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 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
306+ 437.14% |
$19.3K - $22.6K
|
376
$32.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$18.9K - $22.1K
|
300
$26.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
297+ 6.98% |
$18.7K - $21.9K
|
4.55K
$398K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
292+ 8.86% |
$18.4K - $21.5K
|
3.59K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
290+ 2.57% |
$18.3K - $21.4K
|
11.6K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
288+ 2.13% |
$18.2K - $21.2K
|
13.8K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
285+ 14.25% |
$18K - $21K
|
2.29K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
282+ 41.17% |
$17.8K - $20.8K
|
967
$84.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
275+ 2.03% |
$17.4K - $20.3K
|
13.8K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
251+ 0.98% |
$15.8K - $18.5K
|
25.9K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
240+ 0.06% |
$15.1K - $17.7K
|
375K
$32.8M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
235+ 2.72% |
$14.8K - $17.3K
|
8.88K
$778K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
234+ 0.28% |
$14.8K - $17.3K
|
85K
$7.44M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
230New |
$14.5K - $17K
|
230
$20.1K
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$14.2K - $16.6K
|
225
$19.7K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
217New |
$13.7K - $16K
|
217
$19K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
204+ 2.78% |
$12.9K - $15K
|
7.54K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
162+ 3.48% |
$10.2K - $11.9K
|
4.82K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
150+ 3.38% |
$9.47K - $11.1K
|
4.59K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150New |
$9.47K - $11.1K
|
150
$13.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
130+ 2.22% |
$8.21K - $9.58K
|
5.98K
$523K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
124+ 0.16% |
$7.83K - $9.14K
|
76.1K
$6.66M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
118+ 0.96% |
$7.45K - $8.7K
|
12.4K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
115+ 0.56% |
$7.26K - $8.48K
|
20.7K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
106New |
$6.69K - $7.82K
|
106
$9.28K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
102+ 0.56% |
$6.44K - $7.52K
|
18.2K
$1.59M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
88New |
$5.55K - $6.49K
|
88
$7.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
85New |
$5.37K - $6.27K
|
85
$7.44K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
84New |
$5.3K - $6.19K
|
84
$7.35K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
83+ 0.77% |
$5.24K - $6.12K
|
10.8K
$946K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
82+ 1.22% |
$5.18K - $6.05K
|
6.8K
$596K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
78+ 3.16% |
$4.92K - $5.75K
|
2.54K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
78+ 29.21% |
$4.92K - $5.75K
|
345
$30.2K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
73New |
$4.61K - $5.38K
|
73
$6.39K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
68+ 0.13% |
$4.29K - $5.01K
|
50.5K
$4.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
64+ 1.42% |
$4.04K - $4.72K
|
4.59K
$401K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
62+ 0.25% |
$3.91K - $4.57K
|
25.3K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
61+ 1.87% |
$3.85K - $4.5K
|
3.32K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
60+ 0.26% |
$3.79K - $4.42K
|
23K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
56+ 0.33% |
$3.53K - $4.13K
|
16.9K
$1.48M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.09% |
$3.22K - $3.76K
|
58.7K
$5.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 1.25% |
$3.16K - $3.69K
|
4.06K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50+ 22.62% |
$3.16K - $3.69K
|
271
$23.7K
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
49+ 0.73% |
$3.09K - $3.61K
|
6.8K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46+ 0.3% |
$2.9K - $3.39K
|
15.5K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
41+ 0.06% |
$2.59K - $3.02K
|
64.5K
$5.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
41+ 0.14% |
$2.59K - $3.02K
|
29.7K
$2.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
36New |
$2.27K - $2.65K
|
36
$3.15K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
35New |
$2.21K - $2.58K
|
35
$3.06K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 4.67% |
$2.08K - $2.43K
|
740
$64.8K
|