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 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.18KNew |
$257K - $287K
|
5.18K
$445K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.16K+ 0.7% |
$256K - $286K
|
739K
$63.6M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.87K+ 6.09% |
$242K - $270K
|
84.8K
$7.3M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.74KNew |
$235K - $262K
|
4.74K
$408K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
4.73K+ 7.09% |
$235K - $262K
|
71.4K
$6.14M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.72K+ 2.27% |
$234K - $261K
|
213K
$18.3M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.71KNew |
$234K - $261K
|
4.71K
$405K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.68K+ 13.7% |
$232K - $259K
|
38.8K
$3.34M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.59K+ 77.0% |
$228K - $254K
|
10.6K
$907K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.59KNew |
$227K - $254K
|
4.59K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.45K+ 19.15% |
$221K - $246K
|
27.7K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.45K+ 19.82% |
$221K - $246K
|
26.9K
$2.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.45K+ 1.13% |
$221K - $246K
|
398K
$34.2M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.44K+ 41.02% |
$220K - $246K
|
15.3K
$1.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.43KNew |
$220K - $245K
|
4.43K
$381K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.4K+ 37.99% |
$218K - $244K
|
16K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.3K+ 17.21% |
$214K - $238K
|
29.3K
$2.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.22K+ 2.57% |
$210K - $234K
|
169K
$14.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 119.83% |
$207K - $232K
|
7.67K
$660K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.18K+ 13.42% |
$207K - $231K
|
35.3K
$3.03M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.15KNew |
$206K - $230K
|
4.15K
$357K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.09KNew |
$203K - $227K
|
4.09K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.01KNew |
$199K - $222K
|
4.01K
$345K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.98KNew |
$198K - $221K
|
3.98K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.97KNew |
$197K - $220K
|
3.97K
$341K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.93KNew |
$195K - $217K
|
3.93K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.91KNew |
$194K - $217K
|
3.91K
$337K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.86K+ 22.57% |
$192K - $214K
|
21K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.85KNew |
$191K - $213K
|
3.85K
$331K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.85KNew |
$191K - $213K
|
3.85K
$331K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.84KNew |
$190K - $212K
|
3.84K
$330K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.79K+ 0.85% |
$188K - $210K
|
451K
$38.8M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$186K - $208K
|
3.75K
$323K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
3.74K+ 2.86% |
$185K - $207K
|
134K
$11.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.71KNew |
$184K - $205K
|
3.71K
$319K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
3.67KNew |
$182K - $203K
|
3.67K
$315K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.66K+ 20.68% |
$182K - $203K
|
21.4K
$1.84M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.63K+ 2.28% |
$180K - $201K
|
163K
$14M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.54K+ 33.08% |
$176K - $196K
|
14.2K
$1.23M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.46K+ 37.44% |
$171K - $191K
|
12.7K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.44K+ 17.08% |
$171K - $191K
|
23.6K
$2.03M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.35K+ 30.2% |
$166K - $186K
|
14.5K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 0.52% |
$165K - $184K
|
642K
$55.3M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.19K+ 4.83% |
$158K - $177K
|
69.4K
$5.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.18K+ 0.83% |
$158K - $176K
|
386K
$33.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.17K+ 0.92% |
$157K - $175K
|
349K
$30M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.97KNew |
$147K - $164K
|
2.97K
$255K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.91K+ 0.31% |
$144K - $161K
|
931K
$80M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.86K+ 11.29% |
$142K - $158K
|
28.2K
$2.42M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.86K+ 5.14% |
$142K - $158K
|
58.4K
$5.03M
|