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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.78K+ 34.14% |
$101K - $116K
|
6.99K
$574K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 4.47% |
$101K - $115K
|
41.3K
$3.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.73K+ 1.06% |
$98.5K - $113K
|
165K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 4.4% |
$96.9K - $111K
|
40.3K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.7K+ 2.43% |
$96.6K - $111K
|
71.5K
$5.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.62K+ 11.93% |
$92.5K - $106K
|
15.2K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.61K+ 0.72% |
$92K - $105K
|
227K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.6K+ 0.31% |
$91.3K - $105K
|
512K
$42M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.58K+ 2.78% |
$90K - $103K
|
58.2K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.54K+ 6.1% |
$88K - $101K
|
26.9K
$2.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.53K+ 253.15% |
$87.2K - $99.8K
|
2.13K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.51K+ 4.9% |
$86.3K - $98.8K
|
32.4K
$2.66M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.48K+ 2.87% |
$84.4K - $96.7K
|
53.1K
$4.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.47K+ 5.24% |
$83.7K - $95.9K
|
29.5K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.42K+ 75.9% |
$80.8K - $92.5K
|
3.28K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 16.73% |
$80.1K - $91.7K
|
9.8K
$805K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.37K+ 0.35% |
$78.1K - $89.4K
|
389K
$31.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 4.99% |
$76.9K - $88.1K
|
28.4K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 1.79% |
$76.6K - $87.7K
|
76.2K
$6.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.34KNew |
$76.3K - $87.4K
|
1.34K
$110K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
1.33K+ 7.54% |
$75.8K - $86.8K
|
19K
$1.56M
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.31K+ 0.55% |
$74.6K - $85.5K
|
238K
$19.6M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.25KNew |
$71.3K - $81.6K
|
1.25K
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 1.95% |
$70.2K - $80.4K
|
64.3K
$5.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.18K+ 13.98% |
$67.3K - $77.1K
|
9.63K
$791K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.16K+ 0.88% |
$65.9K - $75.5K
|
132K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.14K+ 3.09% |
$64.7K - $74.1K
|
37.8K
$3.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.12K+ 1.89% |
$63.9K - $73.1K
|
60.3K
$4.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.11K+ 3.78% |
$63.4K - $72.6K
|
30.5K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.02KNew |
$58.2K - $66.6K
|
1.02K
$83.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
1K+ 2.57% |
$57.2K - $65.5K
|
40.1K
$3.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1KNew |
$57K - $65.3K
|
1K
$82.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
964+ 0.67% |
$55K - $62.9K
|
145K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
952+ 1.09% |
$54.3K - $62.2K
|
88.2K
$7.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
943+ 1.59% |
$53.8K - $61.6K
|
60.2K
$4.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
927+ 23.84% |
$52.9K - $60.5K
|
4.82K
$396K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
925+ 1.04% |
$52.7K - $60.4K
|
89.5K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
917+ 4.97% |
$52.3K - $59.9K
|
19.4K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
910+ 0.19% |
$51.9K - $59.4K
|
492K
$40.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
908+ 20.4% |
$51.8K - $59.3K
|
5.36K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
905New |
$51.6K - $59.1K
|
905
$74.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
900+ 158.73% |
$51.3K - $58.8K
|
1.47K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
893+ 1.59% |
$50.9K - $58.3K
|
57K
$4.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
854+ 22.08% |
$48.7K - $55.8K
|
4.72K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
851+ 0.36% |
$48.5K - $55.6K
|
235K
$19.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
BUY
|
- |
850+ 14.69% |
$48.5K - $55.5K
|
6.64K
$545K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
844+ 1.0% |
$48.1K - $55.1K
|
85.6K
$7.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
837+ 0.7% |
$47.7K - $54.7K
|
120K
$9.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
826+ 2.99% |
$47.1K - $53.9K
|
28.5K
$2.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
826+ 2.74% |
$47.1K - $53.9K
|
31K
$2.55M
|