Purchases and Sales Made in Q4 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.46M+ 733.45% |
$197M - $226M
|
3.93M
$339M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32M+ 14.36% |
$190M - $217M
|
26.5M
$2.28B
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.83MNew |
$162M - $185M
|
2.83M
$244M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.23M+ 49.43% |
$127M - $146M
|
6.75M
$583M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.89M+ 35.96% |
$108M - $123M
|
7.14M
$616M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.23MNew |
$70.2M - $80.4M
|
1.23M
$106M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.05M+ 2911.69% |
$59.7M - $68.4M
|
1.08M
$93.5M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
800K+ 110.97% |
$45.6M - $52.2M
|
1.52M
$131M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
744K+ 24.11% |
$42.4M - $48.6M
|
3.83M
$330M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
614K+ 113.57% |
$35M - $40.1M
|
1.16M
$99.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
512K+ 66.31% |
$29.2M - $33.4M
|
1.28M
$111M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
486KNew |
$27.7M - $31.8M
|
486K
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 8.41% |
$27.5M - $31.6M
|
6.23M
$538M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
409K+ 20.04% |
$23.3M - $26.7M
|
2.45M
$212M
|
|
|
Feb 09, 2024
Q4 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
373KNew |
$21.2M - $24.3M
|
373K
$32.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
350K+ 2.9% |
$20M - $22.9M
|
12.4M
$1.07B
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
331K+ 24.5% |
$18.9M - $21.6M
|
1.68M
$145M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
301K+ 43.0% |
$17.2M - $19.7M
|
1M
$86.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
282K+ 180.77% |
$16.1M - $18.4M
|
438K
$37.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
277KNew |
$15.8M - $18.1M
|
277K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
275K+ 1.24% |
$15.7M - $18M
|
22.5M
$1.94B
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
272K+ 14.96% |
$15.5M - $17.7M
|
2.09M
$180M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
269K+ 28.41% |
$15.4M - $17.6M
|
1.22M
$105M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
247KNew |
$14.1M - $16.1M
|
247K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
233K+ 16.27% |
$13.3M - $15.2M
|
1.66M
$144M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
229K+ 4.97% |
$13.1M - $15M
|
4.85M
$418M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
229K+ 158.98% |
$13M - $14.9M
|
372K
$32.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
225KNew |
$12.8M - $14.7M
|
225K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
220K+ 1645.24% |
$12.6M - $14.4M
|
233K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
218K+ 6.36% |
$12.4M - $14.2M
|
3.64M
$315M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
212K+ 137.67% |
$12.1M - $13.8M
|
366K
$31.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
193K+ 25.25% |
$11M - $12.6M
|
956K
$82.5M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
192KNew |
$10.9M - $12.5M
|
192K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
182K+ 273.33% |
$10.4M - $11.9M
|
248K
$21.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
181K+ 43.48% |
$10.3M - $11.8M
|
597K
$51.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
180KNew |
$10.3M - $11.8M
|
180K
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
176KNew |
$10.1M - $11.5M
|
176K
$15.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
168KNew |
$9.58M - $11M
|
168K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
165K+ 23.07% |
$9.43M - $10.8M
|
882K
$76.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
151K+ 29.79% |
$8.61M - $9.86M
|
658K
$56.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
143K+ 2370.03% |
$8.15M - $9.33M
|
149K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
138KNew |
$7.87M - $9.01M
|
138K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
138K+ 73.83% |
$7.87M - $9.01M
|
325K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
129KNew |
$7.35M - $8.42M
|
129K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
121KNew |
$6.9M - $7.9M
|
121K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
120K+ 22.28% |
$6.87M - $7.86M
|
661K
$57M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
116K+ 23.53% |
$6.63M - $7.6M
|
611K
$52.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115K+ 22.82% |
$6.54M - $7.5M
|
618K
$53.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
113KNew |
$6.42M - $7.35M
|
113K
$9.71M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
112K+ 313.34% |
$6.36M - $7.28M
|
147K
$12.7M
|