Purchases and Sales Made in Q3 2023 in Spdr Portfolio (SPYG)
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
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-292- 2.94% |
$17.2K - $18.4K
|
9.65K
$830K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-292- 3.86% |
$17.2K - $18.4K
|
7.28K
$626K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-295- 7.01% |
$17.4K - $18.6K
|
3.91K
$336K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-297- 6.53% |
$17.5K - $18.7K
|
4.25K
$366K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-298- 6.08% |
$17.6K - $18.7K
|
4.61K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-307- 99.35% |
$18.1K - $19.3K
|
2
$172
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-308- 3.84% |
$18.2K - $19.4K
|
7.72K
$664K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-318- 19.23% |
$18.8K - $20K
|
1.34K
$115K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-329- 5.46% |
$19.4K - $20.7K
|
5.7K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-334- 6.89% |
$19.7K - $21K
|
4.52K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-354Closed |
$20.9K - $22.3K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-365- 69.52% |
$21.5K - $23K
|
160
$13.8K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-365- 1.63% |
$21.5K - $23K
|
22.1K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-366- 7.38% |
$21.6K - $23K
|
4.6K
$395K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-375- 3.56% |
$22.1K - $23.6K
|
10.2K
$874K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-380- 2.87% |
$22.4K - $23.9K
|
12.8K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-396- 0.39% |
$23.4K - $24.9K
|
102K
$8.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-398- 7.54% |
$23.5K - $25K
|
4.88K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-437- 55.81% |
$25.8K - $27.5K
|
346
$29.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-443- 0.33% |
$26.1K - $27.9K
|
132K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-447- 1.72% |
$26.4K - $28.1K
|
25.5K
$2.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-450- 57.03% |
$26.5K - $28.3K
|
339
$29.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-475- 9.04% |
$28K - $29.9K
|
4.78K
$411K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-481- 1.44% |
$28.4K - $30.3K
|
32.9K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-489- 0.48% |
$28.8K - $30.8K
|
101K
$8.69M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-510- 94.44% |
$30.1K - $32.1K
|
30
$2.58K
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-523- 2.01% |
$30.8K - $32.9K
|
25.5K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-528- 1.52% |
$31.1K - $33.2K
|
34.1K
$2.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-529- 7.48% |
$31.2K - $33.3K
|
6.54K
$563K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-537- 16.35% |
$31.7K - $33.8K
|
2.75K
$236K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-570- 6.05% |
$33.6K - $35.8K
|
8.85K
$761K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-574- 4.85% |
$33.8K - $36.1K
|
11.3K
$968K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-579- 8.38% |
$34.1K - $36.4K
|
6.33K
$544K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-586- 4.08% |
$34.6K - $36.9K
|
13.8K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-615- 79.87% |
$36.3K - $38.7K
|
155
$13.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-617- 13.76% |
$36.4K - $38.8K
|
3.87K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-620- 9.47% |
$36.6K - $39K
|
5.93K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-620- 2.13% |
$36.6K - $39K
|
28.4K
$2.45M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-626- 0.4% |
$36.9K - $39.4K
|
157K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-667- 1.96% |
$39.3K - $41.9K
|
33.4K
$2.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-694- 15.06% |
$40.9K - $43.6K
|
3.91K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-701- 5.79% |
$41.3K - $44.1K
|
11.4K
$980K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-701- 0.75% |
$41.3K - $44.1K
|
92.9K
$7.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-723- 3.47% |
$42.6K - $45.5K
|
20.1K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-743- 1.0% |
$43.8K - $46.7K
|
73.5K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-750- 5.48% |
$44.2K - $47.2K
|
12.9K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-775- 0.96% |
$45.7K - $48.7K
|
79.6K
$6.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-780- 0.73% |
$46K - $49.1K
|
105K
$9.06M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-795- 3.04% |
$46.9K - $50K
|
25.3K
$2.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-795- 3.11% |
$46.9K - $50K
|
24.8K
$2.13M
|