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 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
711+ 3.82% |
$38.9K - $43.4K
|
19.3K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
692+ 6.43% |
$37.9K - $42.2K
|
11.5K
$988K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
686New |
$37.6K - $41.9K
|
686
$59.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
672+ 14.26% |
$36.8K - $41K
|
5.38K
$465K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
669+ 0.44% |
$36.6K - $40.8K
|
153K
$13.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
653+ 0.33% |
$35.8K - $39.8K
|
199K
$17.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
602+ 39.19% |
$33K - $36.7K
|
2.14K
$185K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
600+ 7.97% |
$32.9K - $36.6K
|
8.12K
$701K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
600+ 2.6% |
$32.9K - $36.6K
|
23.7K
$2.04M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
597+ 5.21% |
$32.7K - $36.4K
|
12K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
586+ 1.0% |
$32.1K - $35.8K
|
59.2K
$5.11M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
580+ 16.74% |
$31.8K - $35.4K
|
4.05K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
567+ 4725.0% |
$31K - $34.6K
|
579
$50K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
550+ 10.86% |
$30.1K - $33.6K
|
5.61K
$484K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
525New |
$28.7K - $32K
|
525
$45.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
500+ 9.43% |
$27.4K - $30.5K
|
5.8K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
490+ 0.27% |
$26.8K - $29.9K
|
183K
$15.8M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
489+ 958.82% |
$26.8K - $29.8K
|
540
$46.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
455+ 5.71% |
$24.9K - $27.8K
|
8.43K
$727K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
436+ 48.5% |
$23.9K - $26.6K
|
1.34K
$115K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
420+ 2.81% |
$23K - $25.6K
|
15.4K
$1.32M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
417New |
$22.8K - $25.4K
|
417
$36K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
413+ 1.9% |
$22.6K - $25.2K
|
22.2K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
391+ 3.87% |
$21.4K - $23.9K
|
10.5K
$905K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
351+ 23.12% |
$19.2K - $21.4K
|
1.87K
$161K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
351New |
$19.2K - $21.4K
|
351
$30.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
336+ 9.06% |
$18.4K - $20.5K
|
4.04K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
330New |
$18.1K - $20.1K
|
330
$28.5K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
324+ 1.4% |
$17.7K - $19.8K
|
23.4K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
320+ 2.42% |
$17.5K - $19.5K
|
13.6K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
304+ 4.29% |
$16.6K - $18.5K
|
7.38K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
301+ 1.82% |
$16.5K - $18.4K
|
16.9K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
300+ 7.06% |
$16.4K - $18.3K
|
4.55K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
292+ 6.25% |
$16K - $17.8K
|
4.96K
$428K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
282+ 2.36% |
$15.4K - $17.2K
|
12.2K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
282+ 0.76% |
$15.4K - $17.2K
|
37.6K
$3.24M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
279+ 7.1% |
$15.3K - $17K
|
4.21K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
275New |
$15.1K - $16.8K
|
275
$23.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
270+ 5.97% |
$14.8K - $16.5K
|
4.79K
$413K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
249+ 0.8% |
$13.6K - $15.2K
|
31.4K
$2.71M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
249+ 1.48% |
$13.6K - $15.2K
|
17K
$1.47M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
249New |
$13.6K - $15.2K
|
249
$21.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
242+ 2.54% |
$13.3K - $14.8K
|
9.77K
$843K
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$12.3K - $13.7K
|
225
$19.4K
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$12.3K - $13.7K
|
225
$19.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
219+ 3.11% |
$12K - $13.4K
|
7.25K
$626K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
219+ 1.45% |
$12K - $13.4K
|
15.3K
$1.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
217+ 2.13% |
$11.9K - $13.2K
|
10.4K
$896K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
203+ 0.34% |
$11.1K - $12.4K
|
60.2K
$5.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
202+ 0.88% |
$11.1K - $12.3K
|
23.2K
$2M
|