Purchases and Sales Made in Q2 2024 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
46+ 1.39% |
$3.16K - $3.72K
|
3.36K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40+ 0.69% |
$2.75K - $3.24K
|
5.87K
$583K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40+ 2.13% |
$2.75K - $3.24K
|
1.92K
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
33+ 0.8% |
$2.27K - $2.67K
|
4.16K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
33+ 0.32% |
$2.27K - $2.67K
|
10.3K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
33New |
$2.27K - $2.67K
|
33
$3.28K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
30+ 0.09% |
$2.06K - $2.43K
|
33.1K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 3.78% |
$1.92K - $2.27K
|
768
$76.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27New |
$1.86K - $2.19K
|
27
$2.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27+ 0.54% |
$1.86K - $2.19K
|
5.01K
$497K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26New |
$1.79K - $2.1K
|
26
$2.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22+ 0.46% |
$1.51K - $1.78K
|
4.84K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
21+ 0.43% |
$1.44K - $1.7K
|
4.93K
$490K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20New |
$1.37K - $1.62K
|
20
$1.99K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.15% |
$1.24K - $1.46K
|
11.9K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.3% |
$1.17K - $1.38K
|
5.6K
$556K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 0.13% |
$1.17K - $1.38K
|
13.5K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 1.94% |
$1.03K - $1.21K
|
787
$78.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
15+ 0.35% |
$1.03K - $1.21K
|
4.27K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$962 - $1.13K
|
14
$1.39K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
14+ 0.15% |
$962 - $1.13K
|
9.28K
$921K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 9.27% |
$962 - $1.13K
|
165
$16.4K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
12+ 0.09% |
$825 - $971
|
13.8K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11+ 0.16% |
$756 - $890
|
7.04K
$699K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$756 - $890
|
11
$1.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
11+ 3.32% |
$756 - $890
|
342
$34K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
10+ 0.09% |
$687 - $810
|
10.7K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$618 - $729
|
15.9K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9+ 0.15% |
$618 - $729
|
6.12K
$608K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$618 - $729
|
5.66K
$562K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 2.13% |
$550 - $648
|
384
$38.1K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
8New |
$550 - $648
|
8
$795
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7+ 0.18% |
$481 - $567
|
3.95K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7+ 0.08% |
$481 - $567
|
8.91K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7+ 0.18% |
$481 - $567
|
3.95K
$393K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$412 - $486
|
3.57K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.01% |
$412 - $486
|
44.5K
$4.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 12.77% |
$412 - $486
|
53
$5.26K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.16% |
$412 - $486
|
3.78K
$376K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5+ 0.1% |
$344 - $405
|
5.05K
$501K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
5+ 0.06% |
$344 - $405
|
8.23K
$818K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.17% |
$344 - $405
|
3.02K
$300K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3New |
$206 - $243
|
3
$298
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.08% |
$206 - $243
|
3.87K
$384K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.05% |
$206 - $243
|
5.82K
$578K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.11% |
$137 - $162
|
1.87K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$137 - $162
|
3.22K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 50.0% |
$137 - $162
|
6
$596
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$137 - $162
|
4.14K
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$137 - $162
|
2
$199
|