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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-254- 1.01% |
$12.6K - $14.1K
|
24.9K
$2.23M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-255- 23.5% |
$12.7K - $14.1K
|
830
$74.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-268- 2.43% |
$13.3K - $14.8K
|
10.8K
$962K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-269- 2.52% |
$13.3K - $14.9K
|
10.4K
$930K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-274- 4.08% |
$13.6K - $15.2K
|
6.45K
$576K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 5.9% |
$13.7K - $15.3K
|
4.42K
$395K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-291- 5.22% |
$14.4K - $16.1K
|
5.29K
$473K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-298- 3.09% |
$14.8K - $16.5K
|
9.33K
$834K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-298- 3.09% |
$14.8K - $16.5K
|
9.33K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-308- 5.57% |
$15.3K - $17.1K
|
5.22K
$467K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-310- 2.21% |
$15.4K - $17.2K
|
13.7K
$1.22M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-311- 1.51% |
$15.4K - $17.2K
|
20.3K
$1.82M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-347- 4.92% |
$17.2K - $19.2K
|
6.7K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-350- 7.29% |
$17.4K - $19.4K
|
4.45K
$398K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-362- 4.73% |
$18K - $20K
|
7.29K
$652K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-381- 2.42% |
$18.9K - $21.1K
|
15.4K
$1.37M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-392- 2.7% |
$19.4K - $21.7K
|
14.1K
$1.26M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-409- 8.97% |
$20.3K - $22.6K
|
4.15K
$371K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-411- 1.44% |
$20.4K - $22.8K
|
28.1K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-414- 3.65% |
$20.5K - $22.9K
|
10.9K
$976K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-417- 2.03% |
$20.7K - $23.1K
|
20.1K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-426- 7.72% |
$21.1K - $23.6K
|
5.09K
$455K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-435- 2.48% |
$21.6K - $24.1K
|
17.1K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-445- 1.51% |
$22.1K - $24.6K
|
29K
$2.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-455- 0.77% |
$22.6K - $25.2K
|
58.6K
$5.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-479- 0.16% |
$23.8K - $26.5K
|
293K
$26.2M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-483- 3.98% |
$24K - $26.7K
|
11.6K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-485- 5.16% |
$24.1K - $26.8K
|
8.92K
$797K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-504- 10.03% |
$25K - $27.9K
|
4.52K
$404K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-511- 2.16% |
$25.4K - $28.3K
|
23.1K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-513- 12.1% |
$25.4K - $28.4K
|
3.73K
$333K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-522- 0.38% |
$25.9K - $28.9K
|
137K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-539- 1.59% |
$26.7K - $29.8K
|
33.4K
$2.98M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-551- 94.84% |
$27.3K - $30.5K
|
30
$2.68K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-558- 7.93% |
$27.7K - $30.9K
|
6.48K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-573- 2.01% |
$28.4K - $31.7K
|
28K
$2.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-576- 0.23% |
$28.6K - $31.9K
|
252K
$22.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-578- 0.99% |
$28.7K - $32K
|
57.9K
$5.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-582- 4.36% |
$28.9K - $32.2K
|
12.8K
$1.14M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-589- 1.07% |
$29.2K - $32.6K
|
54.4K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-593- 6.7% |
$29.4K - $32.8K
|
8.26K
$738K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-599- 91.45% |
$29.7K - $33.2K
|
56
$5.01K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-615- 0.41% |
$30.5K - $34K
|
150K
$13.5M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-637- 0.34% |
$31.6K - $35.3K
|
189K
$16.9M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-645- 22.51% |
$32K - $35.7K
|
2.22K
$199K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-679- 0.74% |
$33.7K - $37.6K
|
91.4K
$8.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-683- 8.32% |
$33.9K - $37.8K
|
7.52K
$672K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-712- 5.42% |
$35.3K - $39.4K
|
12.4K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-715- 1.87% |
$35.5K - $39.6K
|
37.5K
$3.36M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-724- 0.97% |
$35.9K - $40.1K
|
73.7K
$6.58M
|