Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
7.03M+ 150.85% |
$385M - $429M
|
11.7M
$1.01B
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.61MNew |
$198M - $220M
|
3.61M
$311M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 5.69% |
$64.4M - $71.7M
|
21.8M
$1.88B
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
990K+ 47.59% |
$54.2M - $60.4M
|
3.07M
$265M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
966K+ 93.71% |
$52.9M - $58.9M
|
2M
$172M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
694K+ 19.01% |
$38M - $42.4M
|
4.35M
$375M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
506K+ 28.75% |
$27.7M - $30.9M
|
2.26M
$195M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
503K+ 14.72% |
$27.6M - $30.7M
|
3.92M
$338M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
497K+ 8727.78% |
$27.2M - $30.3M
|
503K
$43.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
491K+ 725.35% |
$26.9M - $29.9M
|
558K
$48.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
458K+ 2.12% |
$25.1M - $27.9M
|
22M
$1.9B
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
456K+ 86.77% |
$25M - $27.8M
|
982K
$84.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
436K+ 59.93% |
$23.9M - $26.6M
|
1.16M
$100M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
435K+ 54.53% |
$23.8M - $26.5M
|
1.23M
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
415K+ 11.38% |
$22.7M - $25.3M
|
4.07M
$351M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
364K+ 5643.46% |
$19.9M - $22.2M
|
370K
$31.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
361K+ 87.82% |
$19.8M - $22M
|
772K
$66.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
339K+ 900.9% |
$18.6M - $20.7M
|
377K
$32.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
298K+ 510.44% |
$16.3M - $18.2M
|
357K
$30.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
289K+ 583.82% |
$15.8M - $17.7M
|
339K
$29.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
283K+ 315.06% |
$15.5M - $17.3M
|
373K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
278K+ 55.56% |
$15.2M - $17M
|
779K
$67.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
278K+ 55.56% |
$15.2M - $17M
|
779K
$67.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
248K+ 8.81% |
$13.6M - $15.1M
|
3.06M
$264M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
241KNew |
$13.2M - $14.7M
|
241K
$20.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
213K+ 28.52% |
$11.6M - $13M
|
958K
$82.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
211K+ 19.93% |
$11.6M - $12.9M
|
1.27M
$110M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
206K+ 2536.5% |
$11.3M - $12.6M
|
214K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
202K+ 199.59% |
$11.1M - $12.3M
|
303K
$26.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
196K+ 8.12% |
$10.7M - $12M
|
2.61M
$225M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
194K+ 9.4% |
$10.6M - $11.9M
|
2.26M
$195M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
184K+ 38.64% |
$10.1M - $11.2M
|
660K
$56.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
184K+ 23.98% |
$10.1M - $11.2M
|
950K
$81.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
184K+ 23.98% |
$10.1M - $11.2M
|
950K
$81.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
181K+ 167.83% |
$9.94M - $11.1M
|
290K
$25M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
179KNew |
$9.81M - $10.9M
|
179K
$15.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
174K+ 3.75% |
$9.54M - $10.6M
|
4.82M
$415M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
168K+ 76.4% |
$9.19M - $10.2M
|
388K
$33.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
167K+ 1890.09% |
$9.17M - $10.2M
|
176K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
162K+ 47.8% |
$8.85M - $9.86M
|
500K
$43.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
145K+ 85.22% |
$7.91M - $8.82M
|
314K
$27.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
143K+ 50.52% |
$7.82M - $8.71M
|
426K
$36.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
132KNew |
$7.25M - $8.07M
|
132K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
130K+ 433853.34% |
$7.13M - $7.94M
|
130K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
130K+ 34.76% |
$7.13M - $7.94M
|
504K
$43.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
129K+ 3.69% |
$7.07M - $7.88M
|
3.63M
$313M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
128K+ 7.8% |
$7.03M - $7.84M
|
1.78M
$153M
|
|
|
Jul 19, 2023
Q2 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
124KNew |
$6.81M - $7.59M
|
124K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 48.94% |
$6.49M - $7.23M
|
361K
$31.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
114K+ 69.57% |
$6.24M - $6.95M
|
278K
$23.9M
|