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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-49K- 76.98% |
$2.89M - $3.08M
|
14.6K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-50.7K- 1.46% |
$2.99M - $3.19M
|
3.43M
$295M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-55.4K- 13.03% |
$3.27M - $3.49M
|
370K
$31.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-57.2K- 25.49% |
$3.37M - $3.6M
|
167K
$14.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-60.8K- 6.2% |
$3.59M - $3.82M
|
921K
$79.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-64.4K- 18.13% |
$3.8M - $4.05M
|
291K
$25M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64.9K- 3.52% |
$3.83M - $4.08M
|
1.78M
$153M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-67.4K- 10.41% |
$3.97M - $4.24M
|
580K
$49.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-76.6K- 2.5% |
$4.52M - $4.82M
|
2.99M
$257M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-77.7K- 91.62% |
$4.58M - $4.89M
|
7.11K
$611K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-87.8K- 6.28% |
$5.18M - $5.52M
|
1.31M
$113M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-91.4K- 17.97% |
$5.39M - $5.75M
|
417K
$35.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-94.7K- 29.61% |
$5.58M - $5.96M
|
225K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-95.7K- 5.09% |
$5.64M - $6.02M
|
1.78M
$153M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-101K- 69.95% |
$5.93M - $6.33M
|
43.2K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-113K- 94.33% |
$6.68M - $7.12M
|
6.81K
$586K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-126K- 19.88% |
$7.41M - $7.91M
|
507K
$43.6M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-127K- 77.94% |
$7.49M - $7.99M
|
36K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-131K- 90.47% |
$7.71M - $8.22M
|
13.8K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-133K- 86.24% |
$7.84M - $8.36M
|
21.2K
$1.82M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-140K- 15.55% |
$8.26M - $8.81M
|
760K
$65.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-402KClosed |
$23.7M - $25.3M
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-512K- 39.87% |
$30.2M - $32.2M
|
772K
$66.4M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-813KClosed |
$48M - $51.2M
|
0
$0
|