Purchases and Sales Made in Q3 2023 in Spdr Portfolio (SPYG)

SPYG Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 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
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
5.92M
+ 136.17%
$349M - $372M
10.3M $886M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.59M
+ 150.0%
$271M - $289M
7.65M $660M
Nov 14, 2023 Q3 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
2.51M
New
$148M - $158M
2.51M $216M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.77M
+ 2334.02%
$104M - $111M
1.84M $159M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.32M
+ 6.06%
$78M - $83.2M
23.1M $2B
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
1.24M
New
$73.3M - $78.2M
1.24M $107M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.18M
+ 29.11%
$69.8M - $74.4M
5.25M $453M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
971K
+ 245.82%
$57.2M - $61.1M
1.37M $118M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
845K
+ 2163.04%
$49.8M - $53.1M
884K $76.3M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
741K
New
$43.7M - $46.6M
741K $64M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
599K
+ 15.27%
$35.3M - $37.7M
4.52M $390M
Oct 11, 2023 Q3 2023
Goodman Advisory Group, LLC

BUY
 -
566K
+ 353454.38%
$33.3M - $35.6M
566K $48.8M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
481K
+ 30.54%
$28.4M - $30.3M
2.06M $177M
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
476K
New
$28.1M - $29.9M
476K $41.1M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
465K
+ 1867.88%
$27.4M - $29.3M
490K $42.3M
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
462K
+ 87.68%
$27.3M - $29.1M
989K $85.4M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
450K
New
$26.5M - $28.3M
450K $38.8M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
424K
New
$25M - $26.6M
424K $36.6M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
419K
+ 43.54%
$24.7M - $26.4M
1.38M $119M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
407K
+ 3.49%
$24M - $25.6M
12.1M $1.04B
Nov 13, 2023 Q3 2023
Destiny Capital Securities Corporation

Golden, CO
BUY
 -
329K
New
$19.4M - $20.7M
329K $28.4M
Oct 25, 2023 Q3 2023
Boyd Wealth Management, LLC

BUY
 -
321K
+ 258.0%
$18.9M - $20.2M
445K $38.4M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
284K
+ 50.74%
$16.8M - $17.9M
844K $72.9M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
272K
New
$16M - $17.1M
272K $23.4M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
259K
+ 71.69%
$15.3M - $16.3M
620K $53.5M
Oct 31, 2023 Q3 2023
Optas, LLC

BUY
 -
225K
+ 232.75%
$13.2M - $14.1M
321K $27.7M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
212K
+ 42.11%
$12.5M - $13.4M
717K $61.9M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
202K
+ 397.08%
$11.9M - $12.7M
253K $21.8M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
200K
New
$11.8M - $12.6M
200K $17.3M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
200K
+ 8.85%
$11.8M - $12.6M
2.47M $213M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
193K
+ 5.32%
$11.4M - $12.2M
3.83M $330M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
186K
+ 15.95%
$10.9M - $11.7M
1.35M $116M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
183K
+ 0.83%
$10.8M - $11.5M
22.2M $1.91B
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
167K
+ 34.83%
$9.87M - $10.5M
648K $55.9M
Nov 07, 2023 Q3 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
163K
New
$9.62M - $10.3M
163K $14.1M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
161K
+ 51.32%
$9.5M - $10.1M
475K $41M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
150K
+ 120.48%
$8.82M - $9.41M
274K $23.6M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
148K
+ 234.37%
$8.72M - $9.3M
211K $18.2M
Nov 13, 2023 Q3 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
141K
+ 4613.11%
$8.3M - $8.85M
144K $12.4M
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
121K
New
$7.14M - $7.61M
121K $10.4M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
120K
+ 799.46%
$7.06M - $7.53M
135K $11.6M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
114K
+ 4.46%
$6.72M - $7.17M
2.67M $231M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
103K
New
$6.09M - $6.5M
103K $8.92M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
98.3K
+ 7.98%
$5.8M - $6.18M
1.33M $115M
Oct 18, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
98K
+ 13.38%
$5.78M - $6.16M
830K $71.6M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
97.9K
+ 1189.29%
$5.77M - $6.16M
106K $9.16M
Oct 24, 2023 Q3 2023
Compton Financial Group, LLC

BUY
 -
93.1K
+ 17.89%
$5.49M - $5.85M
613K $52.9M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
90.8K
New
$5.35M - $5.71M
90.8K $7.83M
Oct 30, 2023 Q3 2023
Ackerman Capital Advisors, LLC

BUY
 -
90.1K
+ 30.56%
$5.31M - $5.67M
385K $33.2M

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