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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
85+ 0.13% |
$5.01K - $5.35K
|
64.4K
$5.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
77+ 0.57% |
$4.54K - $4.84K
|
13.7K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
70+ 35.0% |
$4.13K - $4.4K
|
270
$23.2K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
70+ 0.75% |
$4.13K - $4.4K
|
9.46K
$814K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
68+ 3.78% |
$4.01K - $4.28K
|
1.87K
$161K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
68+ 1.39% |
$4.01K - $4.28K
|
4.96K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
67+ 11.57% |
$3.95K - $4.21K
|
646
$55.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
63+ 0.85% |
$3.72K - $3.96K
|
7.45K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
63+ 0.28% |
$3.72K - $3.96K
|
22.2K
$1.91M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
56+ 0.17% |
$3.3K - $3.52K
|
33K
$2.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.46K
|
55
$4.73K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 7.12% |
$2.95K - $3.14K
|
752
$64.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50New |
$2.95K - $3.14K
|
50
$4.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
43+ 0.45% |
$2.54K - $2.7K
|
9.66K
$831K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
41+ 3.18% |
$2.42K - $2.58K
|
1.33K
$114K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
34+ 0.6% |
$2K - $2.14K
|
5.73K
$493K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
34+ 0.29% |
$2K - $2.14K
|
11.8K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
32+ 0.72% |
$1.89K - $2.01K
|
4.49K
$386K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$1.77K - $1.89K
|
30
$2.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
28New |
$1.65K - $1.76K
|
28
$2.41K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
25+ 0.04% |
$1.47K - $1.57K
|
59.2K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
24+ 0.44% |
$1.42K - $1.51K
|
5.53K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 4.19% |
$1.36K - $1.45K
|
572
$49.2K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
22+ 0.16% |
$1.3K - $1.38K
|
13.7K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.1% |
$944 - $1.01K
|
16.2K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
16+ 0.02% |
$944 - $1.01K
|
89.7K
$7.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13+ 0.02% |
$767 - $818
|
54.6K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.25% |
$767 - $818
|
5.17K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
12+ 0.29% |
$708 - $755
|
4.11K
$353K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11+ 0.29% |
$649 - $692
|
3.76K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.11% |
$649 - $692
|
9.65K
$830K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
6+ 0.18% |
$354 - $377
|
3.41K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
5+ 0.12% |
$295 - $314
|
4.13K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.07% |
$236 - $252
|
6.02K
$518K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.0% |
$177 - $189
|
90.8K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
3+ 0.92% |
$177 - $189
|
330
$28.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.02% |
$118 - $126
|
8.42K
$724K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.02% |
$118 - $126
|
9.34K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$118 - $126
|
2.06K
$177K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.84% |
$59 - $62.9
|
120
$10.3K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.61% |
$59 - $62.9
|
166
$14.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$59 - $62.9
|
16.9K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 0.51% |
$295 - $314
|
968
$83.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-8- 4.82% |
$472 - $503
|
158
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-11- 0.28% |
$649 - $692
|
3.97K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 11.0% |
$649 - $692
|
89
$7.65K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-15- 0.74% |
$885 - $943
|
2.01K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20- 0.4% |
$1.18K - $1.26K
|
4.93K
$424K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-25- 0.04% |
$1.47K - $1.57K
|
68.3K
$5.88M
|