Purchases and Sales Made in Q1 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 2023. 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 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.27M+ 67.05% |
$361M - $402M
|
18.1M
$1.58B
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.04M+ 10.94% |
$101M - $113M
|
20.7M
$1.8B
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.97M+ 10.08% |
$97.8M - $109M
|
21.5M
$1.88B
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.45M+ 257.58% |
$71.8M - $80.1M
|
2.01M
$175M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.16M+ 11399.65% |
$57.7M - $64.4M
|
1.17M
$102M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.09M+ 46.56% |
$53.9M - $60.1M
|
3.42M
$299M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
776K+ 19102.95% |
$38.5M - $42.9M
|
780K
$68.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
660K+ 22.07% |
$32.8M - $36.6M
|
3.65M
$319M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
561K+ 273.39% |
$27.8M - $31.1M
|
766K
$66.9M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
561K+ 273.39% |
$27.8M - $31.1M
|
766K
$66.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
525K+ 920.77% |
$26M - $29M
|
582K
$50.8M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
512K+ 32.87% |
$25.4M - $28.3M
|
2.07M
$181M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
470KNew |
$23.3M - $26M
|
470K
$41M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
374K+ 8.72% |
$18.5M - $20.7M
|
4.66M
$407M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
343KNew |
$17M - $19M
|
343K
$30M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
332K+ 51.02% |
$16.5M - $18.4M
|
982K
$85.8M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
299KNew |
$14.8M - $16.5M
|
299K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
275K+ 17.09% |
$13.6M - $15.2M
|
1.88M
$165M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 5.64% |
$13.5M - $15.1M
|
5.11M
$446M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
259K+ 142.9% |
$12.9M - $14.3M
|
440K
$38.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
244K+ 7.48% |
$12.1M - $13.5M
|
3.5M
$306M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
229K+ 11.6% |
$11.4M - $12.7M
|
2.2M
$192M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
218K+ 4.92% |
$10.8M - $12.1M
|
4.64M
$406M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
209K+ 32.54% |
$10.4M - $11.6M
|
853K
$74.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
190K+ 35.31% |
$9.42M - $10.5M
|
728K
$63.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
183K+ 11.31% |
$9.09M - $10.1M
|
1.8M
$158M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
182K+ 767.61% |
$9.05M - $10.1M
|
206K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
182KNew |
$9.03M - $10.1M
|
182K
$15.9M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
163K+ 32.57% |
$8.09M - $9.03M
|
664K
$58M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
157K+ 850.14% |
$7.81M - $8.71M
|
176K
$15.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
155KNew |
$7.67M - $8.56M
|
155K
$13.5M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
148K+ 696.15% |
$7.36M - $8.21M
|
170K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
145K+ 63.05% |
$7.18M - $8.01M
|
374K
$32.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
129K+ 10.32% |
$6.38M - $7.12M
|
1.38M
$120M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
116K+ 640.57% |
$5.76M - $6.43M
|
134K
$11.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
114K+ 5.8% |
$5.66M - $6.32M
|
2.08M
$182M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
106K+ 11.65% |
$5.27M - $5.88M
|
1.02M
$88.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 3.88% |
$5.21M - $5.81M
|
2.81M
$246M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
101K+ 6.6% |
$5.03M - $5.61M
|
1.64M
$143M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101K+ 59.94% |
$4.99M - $5.57M
|
268K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
97.9KNew |
$4.86M - $5.42M
|
97.9K
$8.55M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
97.9KNew |
$4.86M - $5.42M
|
97.9K
$8.55M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
94.7K+ 2.03% |
$4.7M - $5.24M
|
4.76M
$416M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
92.6K+ 28940.63% |
$4.59M - $5.13M
|
92.9K
$8.12M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
91.2K+ 4.74% |
$4.52M - $5.05M
|
2.01M
$176M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.1K+ 16.93% |
$3.77M - $4.21M
|
526K
$45.9M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
72.1K+ 30.4% |
$3.58M - $3.99M
|
309K
$27M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
72K+ 164.03% |
$3.57M - $3.98M
|
116K
$10.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
69.8K+ 111.69% |
$3.46M - $3.87M
|
132K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
67.8KNew |
$3.36M - $3.75M
|
67.8K
$5.92M
|