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
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.04K- 0.52% |
$151K - $168K
|
583K
$52.2M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.23K- 1.73% |
$160K - $179K
|
183K
$16.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.25K- 1.53% |
$161K - $180K
|
209K
$18.7M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.35K- 12.23% |
$166K - $186K
|
24K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.41K- 9.46% |
$169K - $189K
|
32.6K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.45K- 3.49% |
$171K - $191K
|
95.4K
$8.53M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.54K- 2.29% |
$176K - $196K
|
151K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.58K- 6.01% |
$178K - $198K
|
56.1K
$5.01M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.62K- 2.2% |
$179K - $200K
|
161K
$14.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.73K- 9.64% |
$185K - $206K
|
35K
$3.12M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-3.76K- 5.23% |
$187K - $208K
|
68.2K
$6.09M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-3.92K- 3.34% |
$194K - $217K
|
113K
$10.1M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.13KClosed |
$205K - $229K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.19K- 16.45% |
$208K - $232K
|
21.3K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.24K- 12.6% |
$210K - $235K
|
29.4K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.43K- 15.33% |
$220K - $245K
|
24.5K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.72K- 13.14% |
$234K - $261K
|
31.2K
$2.79M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.8K- 8.1% |
$238K - $266K
|
54.4K
$4.87M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5.05K- 7.0% |
$250K - $279K
|
67K
$5.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.26K- 35.07% |
$261K - $291K
|
9.74K
$870K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.3K- 18.48% |
$263K - $294K
|
23.4K
$2.09M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.3K- 18.48% |
$263K - $294K
|
23.4K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.37K- 6.79% |
$266K - $297K
|
73.7K
$6.59M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5.82K- 5.33% |
$289K - $322K
|
103K
$9.25M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.91K- 61.66% |
$293K - $327K
|
3.68K
$329K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5.95K- 5.06% |
$295K - $329K
|
112K
$9.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.96K- 22.98% |
$296K - $330K
|
20K
$1.79M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-6.28K- 10.5% |
$311K - $347K
|
53.5K
$4.78M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.46K- 9.14% |
$320K - $357K
|
64.2K
$5.74M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.5K- 97.67% |
$323K - $360K
|
155
$13.9K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.55K- 16.33% |
$325K - $363K
|
33.6K
$3M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.58K- 10.54% |
$326K - $364K
|
55.8K
$4.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.66K- 0.96% |
$330K - $369K
|
684K
$61.1M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-6.76K- 24.64% |
$335K - $374K
|
20.7K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-7.03K- 8.42% |
$349K - $389K
|
76.4K
$6.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-7.03K- 6.89% |
$349K - $389K
|
95K
$8.49M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.06K- 3.17% |
$350K - $391K
|
216K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.08K- 2.02% |
$351K - $392K
|
343K
$30.6M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.26K- 18.52% |
$360K - $402K
|
32K
$2.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-7.31K- 27.0% |
$363K - $405K
|
19.8K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.55K- 10.06% |
$375K - $418K
|
67.6K
$6.04M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7.81K- 37.52% |
$387K - $432K
|
13K
$1.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.89K- 13.53% |
$392K - $437K
|
50.4K
$4.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.07K- 0.49% |
$400K - $447K
|
1.63M
$146M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8.08K- 11.68% |
$401K - $448K
|
61.1K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.47K- 17.31% |
$420K - $469K
|
40.4K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.68K- 52.15% |
$431K - $481K
|
7.97K
$712K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8.69K- 28.55% |
$431K - $481K
|
21.7K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.3K- 4.03% |
$461K - $515K
|
221K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.34K- 19.88% |
$463K - $517K
|
37.7K
$3.37M
|