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 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
32.1K
+ 12.26%
$1.89M - $2.02M
294K $25.4M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
30.5K
+ 12.07%
$1.8M - $1.92M
283K $24.4M
Nov 01, 2023 Q3 2023
Sightline Wealth Advisors, LLC

BUY
 -
29.8K
New
$1.76M - $1.87M
29.8K $2.57M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
29.4K
New
$1.73M - $1.85M
29.4K $2.54M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
29.1K
New
$1.72M - $1.83M
29.1K $2.51M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
27.7K
New
$1.63M - $1.74M
27.7K $2.39M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
26.8K
+ 19.38%
$1.58M - $1.69M
165K $14.3M
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
26.7K
+ 334.56%
$1.57M - $1.68M
34.7K $2.99M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
26.2K
+ 1.47%
$1.55M - $1.65M
1.82M $157M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
26K
+ 5.12%
$1.53M - $1.63M
534K $46M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
25.4K
New
$1.5M - $1.6M
25.4K $2.2M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
25.4K
+ 34.82%
$1.5M - $1.6M
98.4K $8.49M
Nov 13, 2023 Q3 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
24.1K
+ 8.22%
$1.42M - $1.51M
317K $27.3M
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
23.3K
+ 8.38%
$1.37M - $1.46M
301K $26M
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
21.7K
+ 2.87%
$1.28M - $1.36M
777K $67.1M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
21.3K
+ 10.38%
$1.26M - $1.34M
226K $19.5M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
21.1K
+ 5.67%
$1.24M - $1.33M
393K $33.9M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
20.4K
+ 278.88%
$1.2M - $1.28M
27.7K $2.39M
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
20.1K
+ 57.89%
$1.19M - $1.27M
54.9K $4.74M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
20.1K
+ 30.56%
$1.18M - $1.26M
85.7K $7.39M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
19.7K
+ 2.21%
$1.16M - $1.24M
911K $78.6M
Oct 31, 2023 Q3 2023
Sterling Manor Financial, LLC

BUY
 -
19.2K
+ 20.51%
$1.13M - $1.21M
113K $9.73M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
18.8K
+ 39.97%
$1.11M - $1.18M
65.8K $5.68M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
18.5K
+ 2.78%
$1.09M - $1.16M
683K $58.9M
Oct 20, 2023 Q3 2023
Reston Wealth Management LLC

BUY
 -
17.3K
+ 2.62%
$1.02M - $1.09M
677K $58.4M
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
15.9K
+ 11.0%
$937K - $999K
160K $13.8M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
15.6K
New
$920K - $981K
15.6K $1.35M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
15.5K
+ 3.88%
$916K - $977K
416K $35.9M
Oct 20, 2023 Q3 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
15.5K
+ 12.88%
$914K - $975K
136K $11.7M
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
15K
+ 51.41%
$887K - $946K
44.3K $3.82M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
14.9K
+ 121.53%
$878K - $936K
27.1K $2.34M
Nov 13, 2023 Q3 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
14.6K
+ 21.67%
$860K - $918K
81.9K $7.07M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
14.6K
New
$860K - $918K
14.6K $1.26M
Oct 13, 2023 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
14.6K
+ 5.69%
$860K - $917K
271K $23.4M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
14.3K
+ 5.44%
$844K - $901K
277K $23.9M
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
14.3K
+ 101.05%
$843K - $899K
28.5K $2.46M
Oct 19, 2023 Q3 2023
Sunburst Financial Group, LLC

BUY
 -
14.2K
+ 6.59%
$840K - $895K
230K $19.9M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
13.7K
+ 3.58%
$808K - $862K
397K $34.2M
Dec 07, 2023 Q3 2023
Dagco, Inc.

BUY
 -
13.5K
+ 277.88%
$799K - $852K
18.4K $1.59M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
13.4K
+ 1.8%
$791K - $844K
760K $65.6M
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
13.4K
New
$789K - $841K
13.4K $1.15M
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
12.7K
+ 5.81%
$747K - $797K
231K $19.9M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
12.7K
+ 27.82%
$747K - $796K
58.2K $5.02M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
12.4K
+ 23.65%
$732K - $781K
64.9K $5.6M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
12.4K
+ 20.9%
$730K - $779K
71.6K $6.18M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
12.2K
New
$722K - $770K
12.2K $1.06M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
11.9K
+ 10.83%
$704K - $750K
122K $10.5M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
11.8K
+ 337.95%
$697K - $743K
15.3K $1.32M
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
11.6K
New
$681K - $727K
11.6K $997K

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