Purchases and Sales Made in Q1 2023 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-62- 2.54% |
$2.89K - $3.17K
|
2.38K
$149K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-62- 1.0% |
$2.89K - $3.17K
|
6.15K
$386K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-95- 59.01% |
$4.43K - $4.85K
|
66
$4.14K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-141- 0.15% |
$6.57K - $7.2K
|
96.5K
$6.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-538- 7.17% |
$25.1K - $27.5K
|
6.97K
$437K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-696- 6.36% |
$32.5K - $35.6K
|
10.3K
$644K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-791- 11.68% |
$36.9K - $40.4K
|
5.98K
$375K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.36K- 10.56% |
$63.3K - $69.4K
|
11.5K
$722K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.95K- 0.68% |
$90.8K - $99.5K
|
283K
$17.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.35K- 4.41% |
$109K - $120K
|
50.8K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.43K- 3.69% |
$113K - $124K
|
63.3K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.52K- 7.68% |
$117K - $129K
|
30.2K
$1.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.83K- 20.32% |
$179K - $196K
|
15K
$943K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.29K- 22.4% |
$293K - $321K
|
21.8K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7.18K- 12.65% |
$335K - $367K
|
49.6K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 47.96% |
$505K - $554K
|
11.8K
$738K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-17.8K- 28.98% |
$832K - $911K
|
43.7K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-18.3K- 31.53% |
$853K - $934K
|
39.7K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-35.2K- 27.83% |
$1.64M - $1.8M
|
91.3K
$5.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-40.9K- 59.44% |
$1.91M - $2.09M
|
27.9K
$1.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-49.9K- 3.88% |
$2.33M - $2.55M
|
1.23M
$77.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-63.4K- 85.1% |
$2.96M - $3.24M
|
11.1K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.9K- 77.54% |
$3.87M - $4.24M
|
24K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-86.6K- 9.41% |
$4.04M - $4.43M
|
834K
$52.4M
|