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 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
22.3K+ 23.35% |
$1.11M - $1.24M
|
118K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 2.8% |
$1.08M - $1.2M
|
797K
$72.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.2K+ 37.77% |
$1.05M - $1.17M
|
77.2K
$7.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21K+ 11.31% |
$1.04M - $1.16M
|
207K
$18.8M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
21K+ 7.68% |
$1.04M - $1.16M
|
294K
$26.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
20.5K+ 34.73% |
$1.02M - $1.13M
|
79.5K
$7.22M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
20.5K+ 0.83% |
$1.02M - $1.13M
|
2.49M
$226M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
20K+ 59.12% |
$991K - $1.11M
|
53.8K
$4.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
19.4K+ 16.02% |
$962K - $1.07M
|
141K
$12.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18.9K+ 13.74% |
$936K - $1.04M
|
156K
$14.2M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
18.7K+ 2.52% |
$928K - $1.04M
|
761K
$69.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6K+ 3.86% |
$924K - $1.03M
|
501K
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.2KNew |
$903K - $1.01M
|
18.2K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
18K+ 124.96% |
$894K - $997K
|
32.4K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17.9K+ 14.88% |
$890K - $993K
|
139K
$12.6M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
17.4K+ 12.31% |
$864K - $964K
|
159K
$14.4M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17.3K+ 17.4% |
$858K - $957K
|
117K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
16.8KNew |
$833K - $930K
|
16.8K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
16.5KNew |
$820K - $915K
|
16.5K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
16.2K+ 4.54% |
$805K - $898K
|
373K
$33.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
15.8K+ 322.3% |
$782K - $872K
|
20.6K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15K+ 17.41% |
$745K - $831K
|
101K
$9.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.9K+ 48.3% |
$741K - $827K
|
45.9K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
14.9K+ 93.67% |
$737K - $822K
|
30.7K
$2.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
14.4K+ 15.37% |
$712K - $795K
|
108K
$9.79M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.3K+ 3.0% |
$710K - $792K
|
491K
$44.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 1.79% |
$707K - $789K
|
809K
$73.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.7K+ 11.73% |
$681K - $759K
|
131K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
13.7K+ 2.0% |
$679K - $758K
|
697K
$63.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
13.7K+ 8.35% |
$679K - $757K
|
177K
$16.1M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
13.2K+ 128.37% |
$656K - $732K
|
23.5K
$2.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
13.1K+ 9.48% |
$652K - $728K
|
152K
$13.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13K+ 44.77% |
$643K - $718K
|
41.9K
$3.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.8KNew |
$633K - $706K
|
12.8K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
12.3K+ 285.52% |
$610K - $681K
|
16.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.1K+ 19.65% |
$600K - $670K
|
73.7K
$6.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
12K+ 20.2% |
$596K - $665K
|
71.5K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12K+ 7.28% |
$595K - $664K
|
177K
$16M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
11.6K+ 8.4% |
$574K - $641K
|
149K
$13.6M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
11.6K+ 2.33% |
$574K - $641K
|
508K
$46.2M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 7.6% |
$574K - $640K
|
164K
$14.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11.5K+ 1.57% |
$571K - $637K
|
746K
$67.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
11.2K+ 295.13% |
$553K - $617K
|
14.9K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
11K+ 5.65% |
$546K - $609K
|
206K
$18.7M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.8K+ 2.03% |
$538K - $600K
|
544K
$49.4M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.6K+ 14.23% |
$525K - $586K
|
84.9K
$7.72M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 8.96% |
$521K - $581K
|
128K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.4K+ 4.41% |
$515K - $575K
|
246K
$22.3M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
9.98K+ 7.04% |
$495K - $552K
|
152K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
9.94KNew |
$493K - $550K
|
9.94K
$903K
|