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 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.57K+ 22.56% |
$204K - $233K
|
19.4K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$194K - $222K
|
3.4K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.4KNew |
$194K - $222K
|
3.4K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.4K+ 26.27% |
$194K - $222K
|
16.3K
$1.41M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3.36K+ 21000.0% |
$192K - $219K
|
3.38K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.32K+ 2.94% |
$189K - $217K
|
116K
$10M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.3K+ 5.11% |
$188K - $215K
|
67.7K
$5.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.29KNew |
$188K - $215K
|
3.29K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.28KNew |
$187K - $214K
|
3.28K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.27KNew |
$187K - $214K
|
3.27K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$186K - $213K
|
3.26K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.25K+ 1.44% |
$185K - $212K
|
230K
$19.8M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.25KNew |
$185K - $212K
|
3.25K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.21KNew |
$183K - $210K
|
3.21K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.21KNew |
$183K - $210K
|
3.21K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.17K+ 18.2% |
$181K - $207K
|
20.6K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.12KNew |
$178K - $204K
|
3.12K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3.11KNew |
$177K - $203K
|
3.11K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
3.08KNew |
$176K - $201K
|
3.08K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 21.1% |
$170K - $195K
|
17.1K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.95K+ 10.36% |
$168K - $193K
|
31.4K
$2.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.93K+ 13.81% |
$167K - $191K
|
24.1K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 28.18% |
$166K - $191K
|
13.3K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.91K+ 3.55% |
$166K - $190K
|
84.8K
$7.32M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.9K+ 10.19% |
$165K - $189K
|
31.4K
$2.71M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
2.86KNew |
$163K - $187K
|
2.86K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 5.89% |
$159K - $182K
|
50.2K
$4.33M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.71K+ 0.64% |
$155K - $177K
|
426K
$36.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.67K+ 10.47% |
$152K - $174K
|
28.1K
$2.43M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.63K+ 1.67% |
$150K - $172K
|
160K
$13.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.61K+ 3.55% |
$149K - $170K
|
76.1K
$6.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.52K+ 1.32% |
$144K - $165K
|
194K
$16.7M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.4KNew |
$137K - $157K
|
2.4K
$207K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.34K+ 0.82% |
$134K - $153K
|
286K
$24.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.33K+ 6.52% |
$133K - $152K
|
38.1K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.33K+ 13.09% |
$133K - $152K
|
20.1K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.02K+ 7.68% |
$115K - $132K
|
28.3K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
2K+ 0.34% |
$114K - $131K
|
590K
$50.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2KNew |
$114K - $131K
|
2K
$173K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.99K+ 2.92% |
$113K - $130K
|
70.1K
$6.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.91KNew |
$109K - $125K
|
1.91K
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.91K+ 5.51% |
$109K - $125K
|
36.5K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.86KNew |
$106K - $122K
|
1.86K
$161K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.86KNew |
$106K - $121K
|
1.86K
$160K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.85K+ 1.76% |
$105K - $121K
|
107K
$9.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 4.47% |
$101K - $115K
|
41.3K
$3.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.73K+ 1.06% |
$98.5K - $113K
|
165K
$14.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 4.4% |
$96.9K - $111K
|
40.3K
$3.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.7K+ 2.43% |
$96.6K - $111K
|
71.5K
$6.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.62K+ 11.93% |
$92.5K - $106K
|
15.2K
$1.31M
|