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 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-15.3K- 4.48% |
$840K - $936K
|
327K
$26.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 11.94% |
$865K - $964K
|
117K
$9.34M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.1K- 38.1% |
$937K - $1.04M
|
27.8K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.1K- 38.1% |
$937K - $1.04M
|
27.8K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-18K- 4.31% |
$987K - $1.1M
|
400K
$32.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-18.2K- 18.88% |
$998K - $1.11M
|
78.3K
$6.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19K- 72.16% |
$1.04M - $1.16M
|
7.32K
$587K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-19.7K- 14.43% |
$1.08M - $1.2M
|
117K
$9.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-20.1K- 4.46% |
$1.1M - $1.23M
|
431K
$34.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.4K- 1.84% |
$1.17M - $1.31M
|
1.14M
$91.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21.9K- 9.89% |
$1.2M - $1.33M
|
199K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.1K- 83.39% |
$1.21M - $1.35M
|
4.4K
$352K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-23.9K- 3.49% |
$1.31M - $1.46M
|
660K
$52.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-24.6K- 4.77% |
$1.35M - $1.5M
|
491K
$39.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-25.9K- 8.86% |
$1.42M - $1.58M
|
267K
$21.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-26.8K- 19.07% |
$1.47M - $1.64M
|
114K
$9.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28K- 91.15% |
$1.53M - $1.71M
|
2.72K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-29.3K- 3.84% |
$1.6M - $1.78M
|
732K
$58.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-30.2K- 5.42% |
$1.66M - $1.84M
|
527K
$42.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.1K- 6.93% |
$1.7M - $1.89M
|
417K
$33.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31.3K- 17.8% |
$1.71M - $1.91M
|
145K
$11.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-31.3K- 2.29% |
$1.72M - $1.91M
|
1.34M
$107M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-33.4K- 21.18% |
$1.83M - $2.04M
|
124K
$9.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34K- 8.94% |
$1.86M - $2.07M
|
346K
$27.7M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-36.4K- 14.98% |
$2M - $2.22M
|
207K
$16.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-39K- 9.79% |
$2.13M - $2.38M
|
359K
$28.8M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-39.2K- 5.67% |
$2.15M - $2.39M
|
652K
$52.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-40.3K- 2.14% |
$2.21M - $2.46M
|
1.84M
$148M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-43K- 31.5% |
$2.35M - $2.62M
|
93.4K
$7.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-45K- 20.42% |
$2.46M - $2.75M
|
175K
$14M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-45.5K- 84.69% |
$2.49M - $2.78M
|
8.23K
$660K
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-48.5K- 20.66% |
$2.65M - $2.96M
|
186K
$14.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-51.8K- 52.51% |
$2.84M - $3.16M
|
46.9K
$3.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.4K- 3.52% |
$3.14M - $3.5M
|
1.58M
$126M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-62.5K- 7.72% |
$3.42M - $3.81M
|
747K
$59.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-64.7K- 9.94% |
$3.54M - $3.95M
|
586K
$46.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-71.6K- 34.12% |
$3.92M - $4.37M
|
138K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73.3K- 15.44% |
$4.02M - $4.47M
|
402K
$32.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-76K- 29.85% |
$4.16M - $4.64M
|
179K
$14.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-90.3K- 25.54% |
$4.94M - $5.51M
|
263K
$21.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-99K- 16.29% |
$5.42M - $6.04M
|
509K
$40.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-113K- 2.37% |
$6.17M - $6.87M
|
4.64M
$372M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-114K- 19.49% |
$6.23M - $6.94M
|
470K
$37.6M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-124K- 28.11% |
$6.78M - $7.55M
|
317K
$25.4M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-126K- 93.83% |
$6.89M - $7.68M
|
8.28K
$664K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-126K- 12.38% |
$6.9M - $7.68M
|
891K
$71.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-129K- 25.79% |
$7.07M - $7.88M
|
372K
$29.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-142K- 7.03% |
$7.76M - $8.64M
|
1.87M
$150M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-149K- 43.51% |
$8.16M - $9.09M
|
193K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-237K- 51.86% |
$13M - $14.4M
|
220K
$17.6M
|