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 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.24K+ 5.41% |
$73.1K - $77.9K
|
24.1K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.24K+ 30.56% |
$72.9K - $77.7K
|
5.28K
$454K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2K+ 24.81% |
$70.8K - $75.5K
|
6.04K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.2K+ 3.88% |
$70.5K - $75.2K
|
32K
$2.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.18K+ 6.15% |
$69.5K - $74.1K
|
20.3K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 0.64% |
$67.5K - $71.9K
|
180K
$15.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.14K+ 0.74% |
$67.1K - $71.6K
|
154K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.13K+ 3.13% |
$66.4K - $70.8K
|
37.1K
$3.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.1K+ 21.37% |
$64.7K - $69.1K
|
6.24K
$536K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.02K+ 8.48% |
$60K - $64K
|
13K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 29.1% |
$59K - $62.9K
|
4.44K
$382K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
998+ 4.64% |
$58.9K - $62.8K
|
22.5K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
995+ 159.71% |
$58.7K - $62.6K
|
1.62K
$139K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
955+ 6.74% |
$56.3K - $60.1K
|
15.1K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
945+ 4.08% |
$55.7K - $59.4K
|
24.1K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
940+ 0.84% |
$55.4K - $59.1K
|
112K
$9.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
939+ 5.2% |
$55.4K - $59.1K
|
19K
$1.63M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
914+ 0.59% |
$53.9K - $57.5K
|
156K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
910+ 1.65% |
$53.7K - $57.2K
|
56.1K
$4.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
896+ 3.25% |
$52.8K - $56.3K
|
28.5K
$2.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
869New |
$51.2K - $54.7K
|
869
$74.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
848+ 2.24% |
$50K - $53.3K
|
38.6K
$3.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
803+ 1.23% |
$47.4K - $50.5K
|
66.2K
$5.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
763+ 2.25% |
$45K - $48K
|
34.6K
$2.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
756+ 2.81% |
$44.6K - $47.5K
|
27.6K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
752+ 0.64% |
$44.3K - $47.3K
|
119K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
739+ 8.97% |
$43.6K - $46.5K
|
8.98K
$772K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
714+ 283.33% |
$42.1K - $44.9K
|
966
$83.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
698New |
$41.2K - $43.9K
|
698
$60K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
692+ 5.98% |
$40.8K - $43.5K
|
12.3K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
682+ 13.65% |
$40.2K - $42.9K
|
5.68K
$488K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
663+ 36.83% |
$39.1K - $41.7K
|
2.46K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
650+ 4.28% |
$38.3K - $40.9K
|
15.8K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
644+ 20.95% |
$38K - $40.5K
|
3.72K
$320K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
571+ 5.02% |
$33.7K - $35.9K
|
11.9K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
535+ 24.7% |
$31.5K - $33.6K
|
2.7K
$232K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
528+ 2.36% |
$31.1K - $33.2K
|
22.9K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
520+ 1.11% |
$30.7K - $32.7K
|
47.4K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
519+ 0.7% |
$30.6K - $32.6K
|
74.8K
$6.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
516+ 5.2% |
$30.4K - $32.5K
|
10.4K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
506+ 3.8% |
$29.8K - $31.8K
|
13.8K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
505+ 510.1% |
$29.8K - $31.8K
|
604
$52K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
483New |
$28.5K - $30.4K
|
483
$41.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
468New |
$27.6K - $29.4K
|
468
$40.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
449+ 7.12% |
$26.5K - $28.2K
|
6.76K
$581K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
417+ 1.29% |
$24.6K - $26.2K
|
32.7K
$2.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
410+ 0.18% |
$24.2K - $25.8K
|
225K
$19.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
406+ 12.25% |
$23.9K - $25.5K
|
3.72K
$320K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
393+ 5.06% |
$23.2K - $24.7K
|
8.16K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
370New |
$21.8K - $23.3K
|
370
$31.8K
|