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 03, 2023 Q3 2023
Compass Financial Group, Inc.

BUY
 -
87.2K
New
$5.14M - $5.49M
87.2K $7.6M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
86.9K
New
$5.12M - $5.47M
86.9K $7.57M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
83.7K
+ 21.59%
$4.94M - $5.26M
471K $41.1M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
83.5K
+ 49.61%
$4.92M - $5.25M
252K $21.9M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
79K
+ 69.64%
$4.66M - $4.97M
192K $16.8M
Nov 17, 2023 Q3 2023
Old National Bancorp

BUY
 -
78K
+ 8.37%
$4.6M - $4.91M
1.01M $88M
Nov 09, 2023 Q3 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
73.9K
+ 20.73%
$4.36M - $4.65M
431K $37.5M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
72.9K
+ 113.11%
$4.3M - $4.58M
137K $12M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
72.8K
+ 6.39%
$4.29M - $4.58M
1.21M $106M
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
69.9K
+ 202.99%
$4.12M - $4.4M
104K $9.09M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
68.6K
+ 10.52%
$4.04M - $4.31M
721K $62.8M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
66.5K
+ 27.43%
$3.92M - $4.18M
309K $26.9M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
65.5K
+ 125.4%
$3.86M - $4.12M
118K $10.3M
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
63.1K
New
$3.72M - $3.97M
63.1K $5.5M
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
62.9K
+ 4.72%
$3.71M - $3.96M
1.4M $122M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
62K
+ 2.38%
$3.66M - $3.9M
2.67M $233M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
60.2K
+ 8.46%
$3.55M - $3.79M
772K $67.3M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
58.4K
+ 16.88%
$3.45M - $3.68M
405K $35.3M
Oct 25, 2023 Q3 2023
Willis Johnson & Associates, Inc.

BUY
 -
58.1K
+ 2.62%
$3.42M - $3.65M
2.27M $198M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
57.8K
+ 32.37%
$3.41M - $3.63M
236K $20.6M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
55.9K
+ 9.08%
$3.3M - $3.52M
672K $58.5M
Nov 06, 2023 Q3 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
54.6K
+ 1162.06%
$3.22M - $3.43M
59.3K $5.17M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
54.5K
+ 12.79%
$3.22M - $3.43M
481K $41.9M
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
54.4K
+ 348.28%
$3.21M - $3.42M
70K $6.1M
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
52.7K
+ 18.18%
$3.11M - $3.31M
342K $29.8M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
51.9K
New
$3.06M - $3.26M
51.9K $4.52M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
51.2K
+ 3.71%
$3.02M - $3.22M
1.43M $125M
Nov 14, 2023 Q3 2023
Mma Asset Management LLC

New York, NY
BUY
 -
51.1K
+ 27.97%
$3.01M - $3.21M
234K $20.4M
Nov 13, 2023 Q3 2023
American International Group, Inc.

New York, NY
BUY
 -
49.9K
+ 15.76%
$2.94M - $3.14M
367K $31.9M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
49.4K
+ 1664.02%
$2.91M - $3.11M
52.4K $4.56M
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
49.2K
+ 262.31%
$2.9M - $3.1M
68K $5.93M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
47.5K
+ 0.99%
$2.8M - $2.99M
4.86M $424M
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 $178M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
45.4K
+ 222.48%
$2.68M - $2.85M
65.8K $5.73M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
44.6K
+ 150.0%
$2.63M - $2.81M
74.4K $6.48M
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
43.1K
+ 4.02%
$2.54M - $2.71M
1.12M $97.3M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
41.9K
+ 2.24%
$2.47M - $2.63M
1.91M $167M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
41K
+ 3.16%
$2.42M - $2.58M
1.34M $117M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
39.2K
+ 57.14%
$2.31M - $2.47M
108K $9.41M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
38.9K
+ 38.14%
$2.29M - $2.45M
141K $12.3M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
38.2K
+ 151.3%
$2.25M - $2.4M
63.5K $5.53M
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
38K
+ 22.66%
$2.24M - $2.39M
206K $17.9M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
37.8K
New
$2.23M - $2.38M
37.8K $3.29M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
36.5K
+ 20.37%
$2.15M - $2.29M
216K $18.8M
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
36.3K
New
$2.14M - $2.29M
36.3K $3.17M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
35K
+ 425.68%
$2.07M - $2.2M
43.2K $3.77M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
34.9K
+ 74.65%
$2.06M - $2.19M
81.6K $7.11M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
34.7K
+ 731.4%
$2.05M - $2.19M
39.5K $3.44M
Oct 19, 2023 Q3 2023
Cobblestone Asset Management LLC

Richmond, VA
BUY
 -
33.2K
New
$1.96M - $2.09M
33.2K $2.89M

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