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 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.99K+ 9.1% |
$399K - $456K
|
83.8K
$7.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.93K+ 7.18% |
$395K - $453K
|
103K
$9.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.56KNew |
$374K - $428K
|
6.56K
$605K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
6.55K+ 3.79% |
$374K - $428K
|
179K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.32K+ 18.42% |
$360K - $413K
|
40.6K
$3.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6.27K+ 11.43% |
$358K - $410K
|
61.2K
$5.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.25K+ 56.82% |
$356K - $408K
|
17.2K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6.2KNew |
$354K - $405K
|
6.2K
$573K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6.17K+ 5.7% |
$352K - $403K
|
114K
$10.6M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6.17K+ 5.7% |
$352K - $403K
|
114K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
6.16K+ 32.52% |
$351K - $402K
|
25.1K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.03K+ 85.06% |
$344K - $394K
|
13.1K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.02K+ 1.12% |
$343K - $393K
|
546K
$50.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.98K+ 150.68% |
$341K - $390K
|
9.95K
$918K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5.98K+ 4.67% |
$341K - $390K
|
134K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.79KNew |
$330K - $378K
|
5.79K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5.54KNew |
$316K - $362K
|
5.54K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
5.51KNew |
$314K - $360K
|
5.51K
$509K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5.47K+ 61.7% |
$312K - $357K
|
14.3K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.42K+ 7.77% |
$309K - $354K
|
75.2K
$6.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.36K+ 12.09% |
$305K - $350K
|
49.6K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5.26K+ 17.6% |
$300K - $343K
|
35.1K
$3.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.24K+ 3.95% |
$299K - $342K
|
138K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.24K+ 17.15% |
$299K - $342K
|
35.8K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.22KNew |
$298K - $341K
|
5.22K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.21K+ 9.72% |
$297K - $340K
|
58.8K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.13KNew |
$292K - $335K
|
5.13K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.05KNew |
$288K - $330K
|
5.05K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.69KNew |
$267K - $306K
|
4.69K
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.61K+ 49.69% |
$263K - $301K
|
13.9K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.6K+ 33.43% |
$262K - $301K
|
18.4K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.3K+ 6.5% |
$245K - $281K
|
70.5K
$6.51M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.29KNew |
$244K - $280K
|
4.29K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.27KNew |
$243K - $279K
|
4.27K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.21KNew |
$240K - $275K
|
4.21K
$389K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.21K+ 4.64% |
$240K - $275K
|
95K
$8.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.19K+ 0.17% |
$239K - $274K
|
2.47M
$228M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.13K+ 1.33% |
$235K - $269K
|
313K
$28.9M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.11K+ 1.1% |
$234K - $268K
|
377K
$34.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.09K+ 4.3% |
$233K - $267K
|
99K
$9.14M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.08KNew |
$232K - $266K
|
4.08K
$376K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.06K+ 4.78% |
$232K - $265K
|
89K
$8.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.05K+ 64.95% |
$231K - $265K
|
10.3K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.01KNew |
$229K - $262K
|
4.01K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.01KNew |
$229K - $262K
|
4.01K
$370K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.89KNew |
$222K - $254K
|
3.89K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.89KNew |
$222K - $254K
|
3.89K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.86K+ 0.81% |
$220K - $252K
|
479K
$44.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 9864.1% |
$219K - $251K
|
3.89K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.67K+ 12.13% |
$209K - $240K
|
33.9K
$3.13M
|