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 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-731- 2.09% |
$36.3K - $40.5K
|
34.3K
$3M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-833- 7.66% |
$41.3K - $46.1K
|
10K
$879K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-836- 2.49% |
$41.5K - $46.3K
|
32.7K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-845- 0.39% |
$41.9K - $46.8K
|
216K
$18.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-893- 0.92% |
$44.3K - $49.4K
|
96.7K
$8.46M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-907- 2.68% |
$45K - $50.2K
|
32.9K
$2.88M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-953- 5.03% |
$47.3K - $52.8K
|
18K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-970- 4.17% |
$48.1K - $53.7K
|
22.3K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 3.25% |
$49.7K - $55.5K
|
29.8K
$2.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.18K- 10.36% |
$58.7K - $65.5K
|
10.2K
$896K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.19K- 23.62% |
$59.1K - $66K
|
3.85K
$337K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.2K- 10.2% |
$59.3K - $66.2K
|
10.5K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.22K- 94.49% |
$60.4K - $67.4K
|
71
$6.22K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.22K- 4.94% |
$60.7K - $67.8K
|
23.6K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.25K- 44.5% |
$62K - $69.1K
|
1.56K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.31K- 2.34% |
$65.2K - $72.7K
|
54.9K
$4.81M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.35K- 0.86% |
$66.8K - $74.5K
|
156K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.38K- 1.92% |
$68.3K - $76.2K
|
70.3K
$6.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.39K- 12.62% |
$68.8K - $76.7K
|
9.59K
$840K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.41K- 54.45% |
$70.1K - $78.2K
|
1.18K
$103K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 16.83% |
$70.2K - $78.3K
|
6.99K
$612K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.42K- 10.22% |
$70.3K - $78.4K
|
12.5K
$1.09M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.42K- 1.26% |
$70.5K - $78.7K
|
112K
$9.78M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.46K- 7.5% |
$72.6K - $81K
|
18.1K
$1.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 6.03% |
$73.4K - $81.9K
|
23.1K
$2.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.52K- 6.14% |
$75.4K - $84.1K
|
23.2K
$2.03M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.54KClosed |
$76.4K - $85.3K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.63K- 1.51% |
$80.6K - $90K
|
106K
$9.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.65K- 13.94% |
$81.7K - $91.2K
|
10.2K
$890K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.65K- 9.78% |
$81.7K - $91.2K
|
15.2K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.67K- 5.01% |
$82.9K - $92.6K
|
31.7K
$2.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.75K- 3.91% |
$86.9K - $96.9K
|
43.1K
$3.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.79K- 12.31% |
$89K - $99.3K
|
12.8K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.8K- 8.16% |
$89.2K - $99.6K
|
20.2K
$1.77M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.98K- 14.74% |
$98.4K - $110K
|
11.5K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.99K- 13.34% |
$98.7K - $110K
|
12.9K
$1.13M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.07K- 13.22% |
$103K - $115K
|
13.6K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.09K- 84.45% |
$103K - $115K
|
384
$33.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.21K- 6.06% |
$109K - $122K
|
34.2K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.36K- 3.16% |
$117K - $130K
|
72.3K
$6.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-2.44K- 6.15% |
$121K - $135K
|
37.3K
$3.26M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.54K- 1.83% |
$126K - $141K
|
136K
$11.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.59K- 4.76% |
$129K - $144K
|
51.9K
$4.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.6K- 2.56% |
$129K - $144K
|
98.7K
$8.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.61K- 2.9% |
$129K - $144K
|
87.2K
$7.63M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.74K- 0.98% |
$136K - $152K
|
277K
$24.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.77K- 28.04% |
$138K - $154K
|
7.12K
$623K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.9K- 4.61% |
$144K - $161K
|
60K
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.96K- 12.26% |
$147K - $164K
|
21.2K
$1.85M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.04K- 0.52% |
$151K - $168K
|
583K
$51.1M
|