Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPYG)

SPYG Quotes by TradingView

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 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
26.9K
+ 26.17%
$1.48M - $1.64M
130K $11.8M
Aug 08, 2023 Q2 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
26.9K
+ 80.86%
$1.48M - $1.64M
60.2K $5.49M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
26K
+ 14.19%
$1.43M - $1.59M
210K $19.1M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
23.8K
New
$1.3M - $1.45M
23.8K $2.16M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
23.2K
+ 3.92%
$1.27M - $1.42M
616K $56.1M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
23.2K
+ 1.82%
$1.27M - $1.41M
1.3M $118M
Aug 14, 2023 Q2 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
22.6K
New
$1.24M - $1.38M
22.6K $2.06M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
21.8K
+ 18.7%
$1.19M - $1.33M
138K $12.6M
Jul 25, 2023 Q2 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
20.1K
New
$1.1M - $1.23M
20.1K $1.83M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
19.8K
+ 2.25%
$1.09M - $1.21M
900K $82M
Jul 13, 2023 Q2 2023
Tpg Financial Advisors, LLC

BUY
 -
19.3K
+ 10.15%
$1.06M - $1.18M
210K $19.1M
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
18.8K
New
$1.03M - $1.14M
18.8K $1.71M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
18.6K
+ 41.61%
$1.02M - $1.13M
63.1K $5.75M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
18.2K
+ 53.11%
$998K - $1.11M
52.5K $4.78M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
18.2K
+ 55.58%
$996K - $1.11M
50.9K $4.64M
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
18.1K
New
$989K - $1.1M
18.1K $1.64M
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
17.8K
+ 8.62%
$975K - $1.09M
224K $20.4M
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
17.7K
+ 651.09%
$968K - $1.08M
20.4K $1.86M
Jul 24, 2023 Q2 2023
Wall Capital Group, Inc.

BUY
 -
17.1K
+ 25.19%
$935K - $1.04M
84.8K $7.72M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
17K
+ 6.34%
$931K - $1.04M
285K $26M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
16K
+ 0.31%
$878K - $979K
5.13M $467M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
16K
+ 21.78%
$878K - $978K
89.7K $8.17M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
15.7K
New
$860K - $958K
15.7K $1.43M
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
15.6K
New
$855K - $952K
15.6K $1.42M
Oct 23, 2024 Q2 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
15.3K
+ 5.21%
$839K - $935K
310K $28.2M
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
15.3K
+ 20.06%
$836K - $932K
91.4K $8.32M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
14.5K
New
$795K - $886K
14.5K $1.32M
Aug 03, 2023 Q2 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
14.5K
+ 4.64%
$795K - $886K
327K $29.8M
Jul 28, 2023 Q2 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
14.3K
+ 165.21%
$781K - $870K
22.9K $2.08M
Aug 14, 2023 Q2 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
13.9K
+ 2.0%
$762K - $849K
711K $64.7M
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
13.8K
+ 5.68%
$754K - $840K
256K $23.3M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
13.6K
+ 0.83%
$747K - $832K
1.65M $150M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
13.1K
+ 15.41%
$716K - $797K
97.9K $8.91M
Jul 18, 2023 Q2 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
12.6K
+ 11.69%
$690K - $768K
120K $11M
Jul 10, 2023 Q2 2023
Retireful, LLC

BUY
 -
12.5K
New
$687K - $766K
12.5K $1.14M
Jul 19, 2023 Q2 2023
Compton Financial Group, LLC

BUY
 -
12.1K
+ 2.38%
$661K - $737K
520K $47.4M
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
12.1K
+ 3.51%
$660K - $735K
355K $32.4M
Jul 14, 2023 Q2 2023
Imc Chicago, LLC

BUY
 -
11.7K
+ 51.65%
$642K - $716K
34.4K $3.14M
Aug 08, 2023 Q2 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
11.4K
+ 21.45%
$627K - $698K
64.8K $5.9M
Jul 17, 2023 Q2 2023
Willis Johnson & Associates, Inc.

BUY
 -
11.3K
+ 0.52%
$621K - $692K
2.21M $201M
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
11.3K
+ 5.45%
$617K - $687K
218K $19.8M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
11.2K
+ 50.21%
$612K - $682K
33.4K $3.04M
Aug 07, 2023 Q2 2023
Wells Financial Advisors Inc

BUY
 -
11K
+ 5.84%
$604K - $673K
200K $18.2M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
10.9K
+ 9.39%
$597K - $666K
127K $11.6M
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
10.8K
+ 8.06%
$593K - $661K
145K $13.2M
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
10.7K
+ 3.48%
$588K - $656K
320K $29.1M
Aug 14, 2023 Q2 2023
Marshall Wace, LLP

London, X0
BUY
 -
10.6K
+ 42.19%
$582K - $649K
35.8K $3.26M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
10.5K
New
$574K - $639K
10.5K $954K
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
10.4K
+ 18.3%
$572K - $637K
67.5K $6.14M

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