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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 2.32% |
$5.2K - $5.8K
|
4.01K
$347K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-95- 1.87% |
$5.2K - $5.8K
|
5K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-97- 1.22% |
$5.31K - $5.92K
|
7.87K
$681K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-106- 2.75% |
$5.8K - $6.47K
|
3.75K
$325K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-110- 1.29% |
$6.02K - $6.71K
|
8.42K
$729K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-115- 0.12% |
$6.3K - $7.02K
|
94.9K
$8.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-125- 0.2% |
$6.85K - $7.63K
|
63.6K
$5.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-132- 0.64% |
$7.23K - $8.05K
|
20.5K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-138- 1.14% |
$7.56K - $8.42K
|
12K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-143- 1.33% |
$7.83K - $8.72K
|
10.6K
$920K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-148- 0.51% |
$8.1K - $9.03K
|
29K
$2.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-153- 3.75% |
$8.38K - $9.33K
|
3.92K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-155- 1.07% |
$8.49K - $9.46K
|
14.4K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-157- 0.65% |
$8.6K - $9.58K
|
23.9K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-172- 0.85% |
$9.42K - $10.5K
|
20.1K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-175- 0.5% |
$9.58K - $10.7K
|
34.6K
$3M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-183- 1.26% |
$10K - $11.2K
|
14.4K
$1.24M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-197- 1.1% |
$10.8K - $12K
|
17.8K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-201- 20.7% |
$11K - $12.3K
|
770
$66.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-208- 56.52% |
$11.4K - $12.7K
|
160
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-215- 0.1% |
$11.8K - $13.1K
|
212K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-216- 1.75% |
$11.8K - $13.2K
|
12.1K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-220- 1.23% |
$12K - $13.4K
|
17.7K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-230- 89.15% |
$12.6K - $14K
|
28
$2.42K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-231- 0.77% |
$12.6K - $14.1K
|
29.8K
$2.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-236- 0.43% |
$12.9K - $14.4K
|
54.6K
$4.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-248- 4.86% |
$13.6K - $15.1K
|
4.85K
$420K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-257- 2.9% |
$14.1K - $15.7K
|
8.6K
$744K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-259Closed |
$14.2K - $15.8K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-260- 2.67% |
$14.2K - $15.9K
|
9.48K
$821K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-261- 5.53% |
$14.3K - $15.9K
|
4.46K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-261- 0.35% |
$14.3K - $15.9K
|
74.3K
$6.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-274- 3.82% |
$15K - $16.7K
|
6.91K
$598K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-274- 3.32% |
$15K - $16.7K
|
7.98K
$691K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-287- 6.05% |
$15.7K - $17.5K
|
4.45K
$386K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-289- 0.16% |
$15.8K - $17.6K
|
177K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-300- 5.94% |
$16.4K - $18.3K
|
4.75K
$411K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-313- 3.06% |
$17.1K - $19.1K
|
9.92K
$859K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-350- 4.56% |
$19.2K - $21.4K
|
7.32K
$634K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-357- 4.9% |
$19.5K - $21.8K
|
6.93K
$600K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-362- 4.87% |
$19.8K - $22.1K
|
7.07K
$612K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-370- 2.24% |
$20.3K - $22.6K
|
16.2K
$1.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-392- 6.03% |
$21.5K - $23.9K
|
6.11K
$529K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-397- 4.96% |
$21.7K - $24.2K
|
7.6K
$658K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-415- 0.1% |
$22.7K - $25.3K
|
397K
$34.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-418- 4.17% |
$22.9K - $25.5K
|
9.62K
$833K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-441- 2.64% |
$24.1K - $26.9K
|
16.3K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-450- 1.17% |
$24.6K - $27.5K
|
37.9K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-450- 9.18% |
$24.6K - $27.5K
|
4.45K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-450- 4.39% |
$24.6K - $27.5K
|
9.79K
$848K
|