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 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9.16K- 30.0% |
$540K - $576K
|
21.4K
$1.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.23K- 45.97% |
$544K - $580K
|
10.9K
$933K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.23K- 1.68% |
$544K - $581K
|
540K
$46.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-9.61K- 16.44% |
$567K - $604K
|
48.8K
$4.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.67K- 61.59% |
$570K - $608K
|
6.03K
$519K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-9.79K- 20.9% |
$578K - $616K
|
37.1K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10K- 1.05% |
$592K - $632K
|
948K
$81.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.3K- 3.51% |
$609K - $650K
|
284K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-10.6K- 1.49% |
$625K - $666K
|
700K
$60.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11.7K- 4.28% |
$692K - $738K
|
263K
$22.6M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-12K- 5.78% |
$705K - $752K
|
195K
$16.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-12K- 4.0% |
$710K - $757K
|
289K
$24.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.9K- 59.0% |
$761K - $812K
|
8.97K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13.2K- 6.74% |
$780K - $831K
|
183K
$15.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-13.3K- 6.87% |
$783K - $836K
|
180K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-13.4K- 50.47% |
$787K - $840K
|
13.1K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 99.72% |
$810K - $864K
|
39
$3.35K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-13.9K- 54.74% |
$818K - $873K
|
11.5K
$987K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.7K- 45.75% |
$866K - $923K
|
17.4K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.1K- 29.72% |
$888K - $947K
|
35.6K
$3.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-15.6K- 55.51% |
$917K - $978K
|
12.5K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 13.64% |
$937K - $1M
|
101K
$8.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-16K- 2.82% |
$942K - $1.01M
|
551K
$47.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.2K- 5.33% |
$954K - $1.02M
|
287K
$24.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-17.6K- 3.15% |
$1.04M - $1.11M
|
541K
$46.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-17.8K- 10.22% |
$1.05M - $1.12M
|
156K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.4K- 3.52% |
$1.08M - $1.15M
|
503K
$43.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-18.9K- 8.98% |
$1.11M - $1.19M
|
191K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-19.2K- 9.05% |
$1.13M - $1.21M
|
193K
$16.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.3K- 57.75% |
$1.14M - $1.22M
|
14.1K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-20.1K- 8.18% |
$1.19M - $1.27M
|
226K
$19.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 6.23% |
$1.38M - $1.47M
|
352K
$30.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23.5K- 18.11% |
$1.39M - $1.48M
|
106K
$9.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-23.6K- 39.14% |
$1.39M - $1.48M
|
36.7K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-23.9K- 4.08% |
$1.41M - $1.5M
|
562K
$48.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.8K- 45.67% |
$1.46M - $1.56M
|
29.5K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25K- 0.54% |
$1.47M - $1.57M
|
4.62M
$397M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-25.1K- 75.21% |
$1.48M - $1.58M
|
8.29K
$713K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-27K- 7.78% |
$1.59M - $1.7M
|
320K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.1K- 85.22% |
$1.6M - $1.7M
|
4.7K
$404K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.5K- 13.79% |
$1.74M - $1.86M
|
185K
$15.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30.5K- 11.42% |
$1.8M - $1.92M
|
236K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34.8K- 32.64% |
$2.05M - $2.19M
|
71.9K
$6.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35.1K- 77.06% |
$2.07M - $2.2M
|
10.4K
$898K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35.6K- 54.1% |
$2.1M - $2.24M
|
30.2K
$2.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-37.2K- 9.03% |
$2.19M - $2.34M
|
374K
$32.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38.5K- 2.88% |
$2.27M - $2.42M
|
1.3M
$112M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-42.8K- 2.59% |
$2.52M - $2.69M
|
1.61M
$138M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-48K- 84.59% |
$2.83M - $3.02M
|
8.74K
$752K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-48.8K- 7.4% |
$2.88M - $3.07M
|
611K
$52.6M
|