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 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5K+ 6.58% |
$680K - $725K
|
187K
$16.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11.5K+ 69.8% |
$680K - $725K
|
28K
$2.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11.3K+ 8.19% |
$668K - $712K
|
150K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 187.83% |
$659K - $703K
|
17.1K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11K+ 7.48% |
$652K - $695K
|
159K
$13.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11KNew |
$648K - $691K
|
11K
$958K
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
11K+ 37.28% |
$648K - $691K
|
40.5K
$3.53M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$640K - $682K
|
10.8K
$945K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10.8KNew |
$638K - $681K
|
10.8K
$943K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 10.97% |
$633K - $675K
|
109K
$9.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.7K+ 7.44% |
$633K - $675K
|
155K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.6K+ 2.84% |
$623K - $664K
|
383K
$33.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 34.51% |
$621K - $662K
|
41.1K
$3.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$617K - $658K
|
10.5K
$911K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.2K+ 11.17% |
$604K - $644K
|
102K
$8.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.2K+ 189.36% |
$601K - $641K
|
15.6K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.99K+ 2.65% |
$589K - $628K
|
387K
$33.7M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.83K+ 11.55% |
$580K - $618K
|
94.9K
$8.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.78K+ 8.95% |
$577K - $615K
|
119K
$10.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
9.53K+ 12.65% |
$562K - $599K
|
84.8K
$7.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
9.37KNew |
$553K - $589K
|
9.37K
$817K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.35KNew |
$551K - $588K
|
9.35K
$815K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
9.17K+ 4.4% |
$541K - $577K
|
218K
$19M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.12K+ 10.47% |
$538K - $574K
|
96.3K
$8.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.06K+ 173.87% |
$535K - $570K
|
14.3K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.05K+ 9.01% |
$534K - $569K
|
109K
$9.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.89K+ 6.98% |
$524K - $559K
|
136K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
8.75K+ 17.75% |
$516K - $550K
|
58K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.69K+ 3.04% |
$512K - $546K
|
294K
$25.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
8.54K+ 15.98% |
$504K - $537K
|
62K
$5.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.51K+ 26.84% |
$502K - $535K
|
40.2K
$3.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.45KNew |
$498K - $531K
|
8.45K
$736K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.43KNew |
$497K - $530K
|
8.43K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.37K+ 30.08% |
$493K - $526K
|
36.2K
$3.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.34K+ 37.56% |
$492K - $524K
|
30.5K
$2.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.31K+ 139.98% |
$490K - $523K
|
14.3K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.31K+ 17.18% |
$490K - $522K
|
56.7K
$4.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
8.29KNew |
$489K - $521K
|
8.29K
$723K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.17KNew |
$482K - $514K
|
8.17K
$712K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8.15K+ 4.95% |
$481K - $513K
|
173K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.98KNew |
$470K - $502K
|
7.98K
$695K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.65K+ 3.48% |
$451K - $481K
|
227K
$19.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.58K+ 2.77% |
$447K - $477K
|
281K
$24.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
7.49K+ 11.07% |
$442K - $471K
|
75.1K
$6.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.34KNew |
$433K - $461K
|
7.34K
$639K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.06K+ 0.4% |
$417K - $444K
|
1.78M
$155M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6.98KNew |
$411K - $439K
|
6.98K
$608K
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.89KNew |
$406K - $433K
|
6.89K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
6.87KNew |
$405K - $432K
|
6.87K
$599K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.86K+ 8.39% |
$404K - $431K
|
88.6K
$7.72M
|