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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-18.9K- 18.83% |
$1.08M - $1.24M
|
81.7K
$7.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-19K- 39.1% |
$1.09M - $1.24M
|
29.7K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-19.1K- 5.15% |
$1.09M - $1.25M
|
351K
$30.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-20.6K- 1.28% |
$1.18M - $1.35M
|
1.59M
$137M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-22.9K- 8.72% |
$1.31M - $1.5M
|
240K
$20.7M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-23.6K- 7.4% |
$1.35M - $1.54M
|
295K
$25.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.7K- 85.58% |
$1.35M - $1.55M
|
4K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-26.8K- 10.24% |
$1.53M - $1.75M
|
235K
$20.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-26.8K- 77.44% |
$1.53M - $1.75M
|
7.82K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-29.4K- 80.85% |
$1.68M - $1.92M
|
6.96K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.5K- 2.22% |
$1.68M - $1.93M
|
1.3M
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-31.4K- 15.67% |
$1.79M - $2.05M
|
169K
$14.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-34.7K- 21.44% |
$1.98M - $2.27M
|
127K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.1K- 9.19% |
$2.06M - $2.35M
|
357K
$30.8M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-37.4K- 35.89% |
$2.14M - $2.45M
|
66.9K
$5.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-40.4K- 2.27% |
$2.3M - $2.64M
|
1.74M
$150M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.9K- 56.38% |
$2.39M - $2.74M
|
32.4K
$2.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-43.6K- 12.74% |
$2.49M - $2.85M
|
299K
$25.8M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-43.8K- 4.81% |
$2.5M - $2.86M
|
867K
$74.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.4K- 3.21% |
$2.53M - $2.9M
|
1.34M
$115M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-45.4K- 3.25% |
$2.59M - $2.96M
|
1.35M
$117M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-45.9K- 23.58% |
$2.62M - $3M
|
149K
$12.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.6K- 1.82% |
$2.77M - $3.17M
|
2.62M
$226M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-49.8K- 3.8% |
$2.84M - $3.25M
|
1.26M
$109M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-50.4K- 35.81% |
$2.88M - $3.29M
|
90.4K
$7.8M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-57.8K- 24.46% |
$3.3M - $3.77M
|
179K
$15.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-57.8K- 24.46% |
$3.3M - $3.77M
|
179K
$15.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-63.8K- 15.29% |
$3.64M - $4.17M
|
354K
$30.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.3K- 9.56% |
$3.73M - $4.27M
|
618K
$53.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-67.1K- 57.03% |
$3.83M - $4.38M
|
50.6K
$4.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-68.9K- 51.17% |
$3.93M - $4.5M
|
65.7K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-72.3K- 14.75% |
$4.12M - $4.72M
|
418K
$36.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73.6K- 81.11% |
$4.2M - $4.81M
|
17.1K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75.4K- 11.64% |
$4.3M - $4.93M
|
573K
$49.4M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-78.1K- 21.3% |
$4.45M - $5.1M
|
288K
$24.9M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-78.1K- 58.01% |
$4.45M - $5.1M
|
56.5K
$4.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-79.2K- 52.97% |
$4.52M - $5.17M
|
70.3K
$6.07M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-85.5K- 43.04% |
$4.87M - $5.58M
|
113K
$9.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-91.3K- 3.05% |
$5.21M - $5.96M
|
2.9M
$250M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-95.5K- 29.85% |
$5.44M - $6.23M
|
224K
$19.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95.6K- 23.62% |
$5.45M - $6.24M
|
309K
$26.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-98.3K- 43.64% |
$5.6M - $6.42M
|
127K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-103K- 26.91% |
$5.88M - $6.73M
|
280K
$24.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-105K- 53.31% |
$5.96M - $6.82M
|
91.5K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-112K- 21.06% |
$6.41M - $7.34M
|
421K
$36.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-122K- 38.1% |
$6.98M - $7.99M
|
199K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-154K- 8.05% |
$8.79M - $10.1M
|
1.76M
$152M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-187K- 22.17% |
$10.7M - $12.2M
|
657K
$56.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-200K- 84.16% |
$11.4M - $13.1M
|
37.6K
$3.25M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200K- 68.03% |
$11.4M - $13.1M
|
94K
$8.11M
|