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 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.83K+ 342.58% |
$488K - $544K
|
12.7K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.66K+ 2698.32% |
$479K - $535K
|
10K
$862K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
9.65K+ 2.42% |
$479K - $534K
|
408K
$35.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.42K+ 11.89% |
$467K - $521K
|
88.6K
$7.62M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9K+ 2.11% |
$446K - $498K
|
435K
$37.4M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.94K+ 6.79% |
$443K - $495K
|
141K
$12.1M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
8.9K+ 62.73% |
$442K - $493K
|
23.1K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
8.84K+ 2.2% |
$439K - $489K
|
411K
$35.3M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8.79K+ 6.17% |
$436K - $487K
|
151K
$13M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
8.79K+ 12.63% |
$436K - $487K
|
78.4K
$6.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
8.76K+ 2.45% |
$435K - $485K
|
367K
$31.6M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
8.55K+ 17.62% |
$424K - $473K
|
57.1K
$4.91M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.51K+ 82.78% |
$422K - $471K
|
18.8K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.47KNew |
$420K - $469K
|
8.47K
$729K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.27K+ 5.24% |
$410K - $458K
|
166K
$14.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.24K+ 6.56% |
$409K - $456K
|
134K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.11K+ 2.08% |
$402K - $449K
|
398K
$34.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.96K+ 22.63% |
$395K - $440K
|
43.1K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
7.89K+ 1.38% |
$391K - $437K
|
581K
$50M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.85K+ 15.97% |
$389K - $435K
|
57K
$4.9M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.75K+ 2.82% |
$384K - $429K
|
283K
$24.3M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.45KNew |
$370K - $412K
|
7.45K
$641K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.37K+ 2.92% |
$366K - $408K
|
260K
$22.3M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7.34K+ 3.12% |
$364K - $406K
|
242K
$20.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.21KNew |
$358K - $399K
|
7.21K
$620K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.18K+ 54.8% |
$356K - $398K
|
20.3K
$1.74M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.18K+ 54.8% |
$356K - $398K
|
20.3K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.17K+ 1.91% |
$356K - $397K
|
382K
$32.8M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.17K+ 16.29% |
$356K - $397K
|
51.2K
$4.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
7.1K+ 45.5% |
$352K - $393K
|
22.7K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.1K+ 2.05% |
$352K - $393K
|
353K
$30.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.03K+ 0.69% |
$349K - $389K
|
1.03M
$88.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
6.9KNew |
$342K - $382K
|
6.9K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.82K+ 2.23% |
$338K - $378K
|
313K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.8K+ 14.61% |
$337K - $377K
|
53.3K
$4.59M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.73K+ 4.63% |
$334K - $373K
|
152K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.73K+ 8.26% |
$334K - $372K
|
88.1K
$7.58M
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
6.58K+ 2.48% |
$327K - $364K
|
272K
$23.4M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.48K+ 53.35% |
$321K - $359K
|
18.6K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.25K+ 5.68% |
$310K - $346K
|
116K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.21K+ 29.05% |
$308K - $344K
|
27.6K
$2.37M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.19KNew |
$307K - $342K
|
6.19K
$532K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
5.96K+ 5.28% |
$296K - $330K
|
119K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.69KNew |
$282K - $315K
|
5.69K
$490K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.68K+ 5.25% |
$282K - $314K
|
114K
$9.78M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.49K+ 12.67% |
$272K - $304K
|
48.8K
$4.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.39KNew |
$267K - $299K
|
5.39K
$464K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.37K+ 2.67% |
$266K - $297K
|
207K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.25KNew |
$261K - $291K
|
5.25K
$452K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.21K+ 9.17% |
$258K - $288K
|
62K
$5.33M
|