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 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.04K+ 9.72% |
$179K - $191K
|
34.3K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.04K+ 77.38% |
$179K - $191K
|
6.96K
$599K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.02K+ 64.11% |
$178K - $190K
|
7.72K
$664K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
2.86KNew |
$169K - $180K
|
2.86K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.83K+ 9.1% |
$167K - $178K
|
33.9K
$2.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.77K+ 25.58% |
$163K - $174K
|
13.6K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.73K+ 3.72% |
$161K - $172K
|
76.1K
$6.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.62K+ 1.31% |
$155K - $165K
|
203K
$17.4M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.6K+ 15.23% |
$153K - $163K
|
19.6K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.55K+ 23.1% |
$150K - $160K
|
13.6K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.47K+ 0.62% |
$145K - $155K
|
400K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.4K+ 7.65% |
$141K - $151K
|
33.8K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.4K+ 3.27% |
$141K - $151K
|
75.7K
$6.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.37K+ 1.91% |
$140K - $149K
|
127K
$10.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.36K+ 16.06% |
$139K - $148K
|
17.1K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
2.35K+ 0.75% |
$138K - $147K
|
314K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 24.39% |
$138K - $147K
|
11.9K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.3K+ 3.4% |
$135K - $144K
|
69.8K
$6M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.23K+ 1.41% |
$131K - $140K
|
161K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.19K+ 13.45% |
$129K - $138K
|
18.5K
$1.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
2.19K+ 2.66% |
$129K - $137K
|
84.4K
$7.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.14K+ 0.18% |
$126K - $134K
|
1.17M
$101M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.08K+ 3.06% |
$122K - $130K
|
69.8K
$6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2K+ 6.92% |
$118K - $126K
|
30.9K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
2KNew |
$118K - $126K
|
2K
$172K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.98KNew |
$117K - $125K
|
1.98K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.95K+ 49.69% |
$115K - $123K
|
5.87K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.91K+ 11.11% |
$112K - $120K
|
19.1K
$1.64M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.85K+ 25.5% |
$109K - $117K
|
9.12K
$784K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.85K+ 1.39% |
$109K - $116K
|
135K
$11.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.72K+ 11.18% |
$101K - $108K
|
17.1K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.69K+ 1.01% |
$99.7K - $106K
|
169K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
1.66K+ 1.15% |
$98.1K - $105K
|
147K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.66K+ 6.26% |
$98.1K - $105K
|
28.2K
$2.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61K+ 40.29% |
$95.1K - $101K
|
5.62K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.59K+ 15.3% |
$93.7K - $99.9K
|
12K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.58K+ 0.29% |
$92.9K - $99.1K
|
540K
$46.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 20.15% |
$91.3K - $97.4K
|
9.24K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.53KNew |
$90K - $96K
|
1.53K
$131K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.5K+ 0.94% |
$88.6K - $94.5K
|
162K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
1.49K+ 3.98% |
$88.1K - $94K
|
39.1K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.49K+ 0.29% |
$87.9K - $93.7K
|
510K
$43.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.48K+ 17.92% |
$87.5K - $93.3K
|
9.76K
$839K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.44K+ 4.84% |
$84.9K - $90.6K
|
31.2K
$2.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.42K+ 1.63% |
$83.4K - $89K
|
88.4K
$7.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 33.2% |
$79.8K - $85.1K
|
5.43K
$467K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
1.33KNew |
$78.5K - $83.8K
|
1.33K
$115K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.27K+ 20.57% |
$74.9K - $79.9K
|
7.44K
$640K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.25K+ 93.33% |
$73.5K - $78.4K
|
2.58K
$222K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.24K+ 4.96% |
$73.2K - $78.1K
|
26.3K
$2.26M
|