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 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
87.2KNew |
$5.14M - $5.49M
|
87.2K
$7.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
86.9KNew |
$5.12M - $5.47M
|
86.9K
$7.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
83.7K+ 21.59% |
$4.94M - $5.26M
|
471K
$40.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
83.5K+ 49.61% |
$4.92M - $5.25M
|
252K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
79K+ 69.64% |
$4.66M - $4.97M
|
192K
$16.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
78K+ 8.37% |
$4.6M - $4.91M
|
1.01M
$86.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
73.9K+ 20.73% |
$4.36M - $4.65M
|
431K
$37M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
72.9K+ 113.11% |
$4.3M - $4.58M
|
137K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72.8K+ 6.39% |
$4.29M - $4.58M
|
1.21M
$104M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
69.9K+ 202.99% |
$4.12M - $4.4M
|
104K
$8.97M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
69.7KNew |
$4.11M - $4.39M
|
69.7K
$6M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
68.6K+ 10.52% |
$4.04M - $4.31M
|
721K
$62M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
66.5K+ 27.43% |
$3.92M - $4.18M
|
309K
$26.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
65.5K+ 125.4% |
$3.86M - $4.12M
|
118K
$10.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
63.1KNew |
$3.72M - $3.97M
|
63.1K
$5.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
62.9K+ 4.72% |
$3.71M - $3.96M
|
1.4M
$120M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62K+ 2.38% |
$3.66M - $3.9M
|
2.67M
$230M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.2K+ 8.46% |
$3.55M - $3.79M
|
772K
$66.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.4K+ 16.88% |
$3.45M - $3.68M
|
405K
$34.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
58.1K+ 2.62% |
$3.42M - $3.65M
|
2.27M
$195M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
57.8K+ 32.37% |
$3.41M - $3.63M
|
236K
$20.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
55.9K+ 9.08% |
$3.3M - $3.52M
|
672K
$57.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
54.6K+ 1162.06% |
$3.22M - $3.43M
|
59.3K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54.5K+ 12.79% |
$3.22M - $3.43M
|
481K
$41.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
54.4K+ 348.28% |
$3.21M - $3.42M
|
70K
$6.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
52.7K+ 18.18% |
$3.11M - $3.31M
|
342K
$29.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
51.9KNew |
$3.06M - $3.26M
|
51.9K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.2K+ 3.71% |
$3.02M - $3.22M
|
1.43M
$123M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
51.1K+ 27.97% |
$3.01M - $3.21M
|
234K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
49.9K+ 15.76% |
$2.94M - $3.14M
|
367K
$31.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
49.4K+ 1664.02% |
$2.91M - $3.11M
|
52.4K
$4.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
49.2K+ 262.31% |
$2.9M - $3.1M
|
68K
$5.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
47.5K+ 0.99% |
$2.8M - $2.99M
|
4.86M
$418M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.8K+ 2.29% |
$2.7M - $2.88M
|
2.04M
$176M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.4K+ 222.48% |
$2.68M - $2.85M
|
65.8K
$5.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.6K+ 150.0% |
$2.63M - $2.81M
|
74.4K
$6.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
43.1K+ 4.02% |
$2.54M - $2.71M
|
1.12M
$96M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
41.9K+ 2.24% |
$2.47M - $2.63M
|
1.91M
$165M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
41K+ 3.16% |
$2.42M - $2.58M
|
1.34M
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.2K+ 57.14% |
$2.31M - $2.47M
|
108K
$9.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38.9K+ 38.14% |
$2.29M - $2.45M
|
141K
$12.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
38.2K+ 151.3% |
$2.25M - $2.4M
|
63.5K
$5.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
38K+ 22.66% |
$2.24M - $2.39M
|
206K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
37.8KNew |
$2.23M - $2.38M
|
37.8K
$3.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.5K+ 20.37% |
$2.15M - $2.29M
|
216K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
36.3KNew |
$2.14M - $2.29M
|
36.3K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35K+ 425.68% |
$2.07M - $2.2M
|
43.2K
$3.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.9K+ 74.65% |
$2.06M - $2.19M
|
81.6K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
34.7K+ 731.4% |
$2.05M - $2.19M
|
39.5K
$3.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
33.2KNew |
$1.96M - $2.09M
|
33.2K
$2.86M
|