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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-10.1K- 68.12% |
$501K - $559K
|
4.72K
$429K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-10.1K- 68.12% |
$501K - $559K
|
4.72K
$429K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 8.64% |
$502K - $560K
|
107K
$9.73M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-11.1K- 56.23% |
$550K - $614K
|
8.63K
$784K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 2.9% |
$562K - $627K
|
380K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 8.17% |
$563K - $629K
|
128K
$11.6M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.4K- 24.68% |
$564K - $629K
|
34.7K
$3.15M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.9K- 30.55% |
$592K - $661K
|
27.1K
$2.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-12K- 5.68% |
$594K - $662K
|
199K
$18M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12.4K- 0.9% |
$616K - $688K
|
1.37M
$124M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 4.09% |
$628K - $701K
|
297K
$27M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.9K- 22.82% |
$641K - $716K
|
43.7K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.2K- 37.66% |
$654K - $730K
|
21.8K
$1.98M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.5K- 2.63% |
$671K - $749K
|
501K
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.5K- 2.63% |
$671K - $749K
|
501K
$45.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-14.1K- 13.54% |
$699K - $781K
|
90.1K
$8.18M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-14.2K- 8.65% |
$703K - $784K
|
150K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.9K- 74.8% |
$737K - $822K
|
5.01K
$455K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-15.5K- 22.33% |
$767K - $856K
|
53.8K
$4.88M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-15.6K- 30.94% |
$774K - $864K
|
34.8K
$3.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.9K- 2.63% |
$838K - $935K
|
626K
$56.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17K- 3.2% |
$844K - $942K
|
514K
$46.7M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17.1K- 14.21% |
$846K - $944K
|
103K
$9.35M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-17.5K- 68.6% |
$869K - $970K
|
8.02K
$729K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-17.6K- 34.02% |
$872K - $973K
|
34.1K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.5K- 65.06% |
$919K - $1.03M
|
9.95K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.9K- 3.55% |
$1.04M - $1.16M
|
568K
$51.6M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-21.1K- 38.78% |
$1.05M - $1.17M
|
33.3K
$3.03M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-21.9K- 3.68% |
$1.08M - $1.21M
|
571K
$51.9M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22K- 63.84% |
$1.09M - $1.22M
|
12.4K
$1.13M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.5K- 79.67% |
$1.12M - $1.24M
|
5.74K
$521K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26KClosed |
$1.29M - $1.44M
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 2.23% |
$1.31M - $1.46M
|
1.16M
$105M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.6K- 27.02% |
$1.37M - $1.53M
|
74.5K
$6.77M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-30.6K- 31.39% |
$1.52M - $1.69M
|
66.9K
$6.08M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31K- 8.15% |
$1.54M - $1.72M
|
349K
$31.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-31.1K- 11.96% |
$1.54M - $1.72M
|
229K
$20.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-34.1K- 37.24% |
$1.69M - $1.89M
|
57.4K
$5.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-35.8K- 37.25% |
$1.77M - $1.98M
|
60.3K
$5.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-36.6K- 30.54% |
$1.81M - $2.02M
|
83.1K
$7.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-36.7K- 15.34% |
$1.82M - $2.03M
|
202K
$18.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-37.1K- 9.78% |
$1.84M - $2.05M
|
342K
$31.1M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-39K- 28.77% |
$1.93M - $2.16M
|
96.5K
$8.77M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-43.6K- 56.66% |
$2.16M - $2.42M
|
33.4K
$3.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 13.42% |
$2.25M - $2.51M
|
292K
$26.6M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-45.7K- 66.58% |
$2.27M - $2.53M
|
22.9K
$2.08M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-48K- 98.19% |
$2.38M - $2.66M
|
883
$80.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-52K- 8.92% |
$2.58M - $2.88M
|
531K
$48.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60.7K- 66.44% |
$3.01M - $3.36M
|
30.7K
$2.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-66.5K- 13.71% |
$3.3M - $3.68M
|
418K
$38M
|