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 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.86K+ 5.14% |
$142K - $158K
|
58.4K
$4.68M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 8.01% |
$139K - $155K
|
37.7K
$3.02M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 77.25% |
$138K - $154K
|
6.39K
$512K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.73KNew |
$135K - $151K
|
2.73K
$218K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.66K+ 3.28% |
$132K - $147K
|
83.6K
$6.7M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.55K+ 3.47% |
$127K - $141K
|
76.1K
$6.1M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.55K+ 24.5% |
$126K - $141K
|
12.9K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.52K+ 4.84% |
$125K - $140K
|
54.7K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.44K+ 2.63% |
$121K - $135K
|
95.5K
$7.65M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.31K+ 3.19% |
$115K - $128K
|
74.7K
$5.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.28K+ 2.07% |
$113K - $126K
|
112K
$9M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.26K+ 1.96% |
$112K - $125K
|
118K
$9.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.22K+ 7.7% |
$110K - $123K
|
31.1K
$2.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
2.18K+ 13.54% |
$108K - $121K
|
18.3K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.02K+ 25.82% |
$100K - $112K
|
9.82K
$787K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.01K+ 0.31% |
$99.5K - $111K
|
651K
$52.1M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.91K+ 1.17% |
$94.8K - $106K
|
165K
$13.3M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.9K+ 4.68% |
$94.4K - $105K
|
42.6K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.9K+ 17.18% |
$94.1K - $105K
|
12.9K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.86K+ 1.79% |
$92.3K - $103K
|
106K
$8.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.81K+ 1.71% |
$89.8K - $100K
|
108K
$8.65M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.76K+ 9.7% |
$87.2K - $97.3K
|
19.9K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.75K+ 16.59% |
$86.9K - $97K
|
12.3K
$987K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.67K+ 0.33% |
$82.9K - $92.6K
|
507K
$40.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.64K+ 45.58% |
$81.4K - $90.8K
|
5.24K
$420K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.62K+ 28.59% |
$80.3K - $89.6K
|
7.28K
$583K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 25.48% |
$80.3K - $89.6K
|
7.97K
$639K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.5K+ 0.43% |
$74.6K - $83.2K
|
355K
$28.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.48K+ 21.2% |
$73.4K - $81.9K
|
8.46K
$678K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.47K+ 15.84% |
$73K - $81.5K
|
10.8K
$863K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.42K+ 2.65% |
$70.2K - $78.3K
|
54.8K
$4.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.39K+ 5.54% |
$69K - $77K
|
26.5K
$2.12M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.39K+ 13.65% |
$68.8K - $76.7K
|
11.5K
$925K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.39K+ 0.55% |
$68.8K - $76.7K
|
255K
$20.4M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
1.31K+ 1.51% |
$64.7K - $72.2K
|
87.7K
$7.03M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.24K+ 3.83% |
$61.5K - $68.6K
|
33.6K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.24K+ 2.85% |
$61.3K - $68.4K
|
44.7K
$3.58M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.22K+ 1715.49% |
$60.4K - $67.4K
|
1.29K
$103K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 15.59% |
$59.8K - $66.8K
|
8.94K
$716K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.13K+ 1.22% |
$55.9K - $62.4K
|
93.3K
$7.48M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 1.79% |
$55.7K - $62.1K
|
63.7K
$5.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.09KNew |
$54.2K - $60.5K
|
1.09K
$87.6K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.08K+ 8.03% |
$53.5K - $59.7K
|
14.5K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.05K+ 1.69% |
$52K - $58K
|
63.2K
$5.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.03K+ 11.25% |
$51.1K - $57.1K
|
10.2K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
974+ 110.31% |
$48.3K - $53.9K
|
1.86K
$149K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
920+ 16.49% |
$45.6K - $50.9K
|
6.5K
$521K
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
891+ 1.15% |
$44.2K - $49.3K
|
78.3K
$6.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
846+ 0.79% |
$42K - $46.8K
|
108K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
840+ 4.83% |
$41.7K - $46.5K
|
18.2K
$1.46M
|