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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
355+ 3.09% |
$20.9K - $22.3K
|
11.8K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
350New |
$20.6K - $22K
|
350
$30.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
342+ 1.5% |
$20.2K - $21.5K
|
23.2K
$2M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
336New |
$19.8K - $21.1K
|
336
$28.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
333+ 1.62% |
$19.6K - $20.9K
|
20.9K
$1.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
328+ 0.34% |
$19.3K - $20.6K
|
97.7K
$8.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
317+ 0.49% |
$18.7K - $19.9K
|
64.4K
$5.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
313New |
$18.5K - $19.7K
|
313
$26.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
300+ 2.21% |
$17.7K - $18.9K
|
13.9K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
289+ 2.96% |
$17K - $18.2K
|
10.1K
$865K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
283+ 5.09% |
$16.7K - $17.8K
|
5.84K
$503K
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
274+ 0.06% |
$16.2K - $17.2K
|
491K
$42.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
269+ 455.93% |
$15.9K - $16.9K
|
328
$28.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
225+ 0.62% |
$13.3K - $14.2K
|
36.7K
$3.16M
|
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$13.3K - $14.2K
|
225
$19.4K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
215New |
$12.7K - $13.5K
|
215
$18.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
213+ 5.21% |
$12.6K - $13.4K
|
4.31K
$370K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
207+ 11.63% |
$12.2K - $13K
|
1.99K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
206+ 3.98% |
$12.1K - $13K
|
5.38K
$463K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
204+ 4.18% |
$12K - $12.8K
|
5.09K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
202+ 0.35% |
$11.9K - $12.7K
|
58.6K
$5.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
202+ 2.05% |
$11.9K - $12.7K
|
10.1K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
202+ 2.4% |
$11.9K - $12.7K
|
8.63K
$742K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
198+ 4.29% |
$11.7K - $12.5K
|
4.81K
$414K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
197+ 5.47% |
$11.6K - $12.4K
|
3.8K
$327K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
196+ 20.74% |
$11.6K - $12.3K
|
1.14K
$98.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
192New |
$11.3K - $12.1K
|
192
$16.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
192+ 11.66% |
$11.3K - $12.1K
|
1.84K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
185+ 0.17% |
$10.9K - $11.6K
|
106K
$9.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
169+ 0.08% |
$9.97K - $10.6K
|
216K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
160+ 23.32% |
$9.44K - $10.1K
|
846
$72.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
159+ 2.06% |
$9.38K - $10K
|
7.89K
$678K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
156+ 0.81% |
$9.2K - $9.81K
|
19.5K
$1.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
156+ 6.84% |
$9.2K - $9.81K
|
2.44K
$210K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 9.2% |
$8.85K - $9.43K
|
1.78K
$153K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
141+ 2.48% |
$8.31K - $8.87K
|
5.83K
$502K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
141+ 0.29% |
$8.31K - $8.87K
|
48.7K
$4.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120+ 1.63% |
$7.08K - $7.55K
|
7.5K
$645K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
116+ 0.44% |
$6.84K - $7.3K
|
26.7K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
116+ 1.22% |
$6.84K - $7.3K
|
9.63K
$828K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
115+ 1.9% |
$6.78K - $7.23K
|
6.18K
$532K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
114+ 2.16% |
$6.72K - $7.17K
|
5.38K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
113New |
$6.66K - $7.11K
|
113
$9.72K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
108+ 2.7% |
$6.37K - $6.79K
|
4.11K
$353K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
101New |
$5.96K - $6.35K
|
101
$8.69K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 26.04% |
$5.9K - $6.29K
|
484
$41.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
99+ 98.02% |
$5.84K - $6.23K
|
200
$17.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95New |
$5.6K - $5.97K
|
95
$8.17K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
95New |
$5.6K - $5.97K
|
95
$8.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
89+ 0.09% |
$5.25K - $5.6K
|
99.6K
$8.57M
|