Purchases and Sales Made in Q3 2023 in Spdr Index Shs Fds S Spdr Port (SPGM)

SPGM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q3 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
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
291K
New
$14.6M - $15.8M
291K $21.8M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
219K
+ 12.03%
$11M - $11.9M
2.04M $153M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
149K
New
$7.45M - $8.07M
149K $11.1M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
146K
+ 1293.86%
$7.32M - $7.93M
157K $11.8M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
131K
New
$6.57M - $7.12M
131K $9.83M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
97.3K
New
$4.88M - $5.28M
97.3K $7.3M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
62.1K
+ 42.42%
$3.11M - $3.37M
208K $15.6M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
48.8K
New
$2.45M - $2.65M
48.8K $3.66M
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
42.3K
+ 10.27%
$2.12M - $2.29M
454K $34M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
33K
New
$1.65M - $1.79M
33K $2.47M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
20K
+ 101.54%
$1M - $1.08M
39.7K $2.97M
Nov 03, 2023 Q3 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
19.3K
New
$969K - $1.05M
19.3K $1.45M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
17.1K
+ 120.93%
$856K - $928K
31.2K $2.34M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.3K
New
$514K - $557K
10.3K $769K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
8.87K
New
$444K - $481K
8.87K $665K
Oct 10, 2023 Q3 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
8.14K
+ 6.53%
$408K - $442K
133K $9.95M
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
8.12K
+ 2.19%
$407K - $441K
378K $28.4M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
5.74K
New
$287K - $311K
5.74K $430K
Oct 10, 2023 Q3 2023
Destiny Wealth Partners, LLC

BUY
 -
5.58K
+ 11.41%
$280K - $303K
54.5K $4.08M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
5.5K
+ 45.88%
$275K - $298K
17.5K $1.31M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.98K
New
$199K - $216K
3.98K $298K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
3.62K
+ 6.05%
$182K - $197K
63.5K $4.76M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
3.32K
+ 9.8%
$166K - $180K
37.2K $2.79M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
2.79K
+ 3.11%
$140K - $152K
92.6K $6.94M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
2.69K
+ 5.62%
$135K - $146K
50.5K $3.78M
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
2.35K
+ 3.58%
$118K - $128K
68.1K $5.11M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.25K
+ 19.71%
$112K - $122K
13.6K $1.02M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
2.21K
+ 44.61%
$111K - $120K
7.16K $537K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.61K
+ 0.12%
$80.5K - $87.2K
1.33M $99.4M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.55K
New
$77.4K - $83.9K
1.55K $116K
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
1.31K
+ 12.62%
$65.7K - $71.2K
11.7K $877K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.19K
+ 88.84%
$59.4K - $64.4K
2.52K $189K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
1.15K
+ 9.8%
$57.8K - $62.6K
12.9K $969K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.08K
+ 3.91%
$54.2K - $58.7K
28.7K $2.15M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
979
+ 18.01%
$49K - $53.1K
6.42K $481K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
909
+ 5.84%
$45.5K - $49.3K
16.5K $1.23M
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
672
+ 11.18%
$33.7K - $36.5K
6.69K $501K
Nov 09, 2023 Q3 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
614
+ 11.53%
$30.8K - $33.3K
5.94K $445K
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

BUY
 -
514
+ 3.95%
$25.8K - $27.9K
13.5K $1.01M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
476
+ 0.59%
$23.8K - $25.8K
81.1K $6.07M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
307
+ 269.3%
$15.4K - $16.7K
421 $31.5K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
269
+ 3.24%
$13.5K - $14.6K
8.58K $643K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
222
New
$11.1K - $12.1K
222 $16.6K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
209
+ 3.77%
$10.5K - $11.3K
5.75K $431K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
129
+ 4.88%
$6.46K - $7K
2.77K $208K
Nov 06, 2023 Q3 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
127
+ 1.85%
$6.36K - $6.89K
6.98K $523K
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
120
+ 0.32%
$6.01K - $6.51K
37.7K $2.83M
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
86
+ 0.23%
$4.31K - $4.67K
37.1K $2.78M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
65
New
$3.26K - $3.53K
65 $4.87K

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