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 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
265New |
$15.1K - $17.3K
|
265
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
261+ 3.14% |
$14.9K - $17K
|
8.58K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
253New |
$14.4K - $16.5K
|
253
$21.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
250New |
$14.3K - $16.3K
|
250
$21.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
248+ 2.87% |
$14.1K - $16.2K
|
8.88K
$766K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
233+ 6.33% |
$13.3K - $15.2K
|
3.92K
$338K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
233+ 2.39% |
$13.3K - $15.2K
|
9.99K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
232+ 1288.89% |
$13.2K - $15.1K
|
250
$21.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
227New |
$12.9K - $14.8K
|
227
$19.6K
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$12.8K - $14.7K
|
225
$19.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
210+ 2.09% |
$12K - $13.7K
|
10.3K
$886K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
208+ 8.53% |
$11.9K - $13.6K
|
2.65K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
206+ 1.06% |
$11.7K - $13.5K
|
19.7K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190+ 575.76% |
$10.8K - $12.4K
|
223
$19.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
190New |
$10.8K - $12.4K
|
190
$16.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
179New |
$10.2K - $11.7K
|
179
$15.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
176+ 0.23% |
$10K - $11.5K
|
78.1K
$6.74M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
168+ 0.76% |
$9.58K - $11K
|
22.2K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
154+ 1.27% |
$8.78K - $10.1K
|
12.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
152+ 2.04% |
$8.67K - $9.93K
|
7.6K
$656K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
140New |
$7.98K - $9.14K
|
140
$12.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
132+ 212.9% |
$7.53K - $8.62K
|
194
$16.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
125+ 4.63% |
$7.13K - $8.16K
|
2.83K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
118+ 0.17% |
$6.73K - $7.71K
|
68.4K
$5.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
113+ 3.04% |
$6.44K - $7.38K
|
3.83K
$331K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
112+ 0.12% |
$6.39K - $7.31K
|
93K
$8.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
105+ 2.2% |
$5.99K - $6.86K
|
4.88K
$421K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
101+ 0.03% |
$5.76K - $6.6K
|
397K
$34.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98+ 27.92% |
$5.59K - $6.4K
|
449
$38.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
96+ 0.63% |
$5.47K - $6.27K
|
15.4K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
91+ 2.37% |
$5.19K - $5.94K
|
3.93K
$339K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
88+ 1.14% |
$5.02K - $5.75K
|
7.81K
$674K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
81+ 0.24% |
$4.62K - $5.29K
|
33.3K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
77+ 1.56% |
$4.39K - $5.03K
|
5.01K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 1.33% |
$4.33K - $4.96K
|
5.79K
$500K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
75New |
$4.28K - $4.9K
|
75
$6.47K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
70New |
$3.99K - $4.57K
|
70
$6.04K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70+ 1.2% |
$3.99K - $4.57K
|
5.91K
$510K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
61+ 0.18% |
$3.48K - $3.98K
|
33K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
59+ 1.28% |
$3.36K - $3.85K
|
4.66K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
58New |
$3.31K - $3.79K
|
58
$5.01K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
55+ 1.48% |
$3.14K - $3.59K
|
3.78K
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
55+ 1.44% |
$3.14K - $3.59K
|
3.87K
$334K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
54New |
$3.08K - $3.53K
|
54
$4.66K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
51+ 0.54% |
$2.91K - $3.33K
|
9.51K
$821K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
47+ 0.08% |
$2.68K - $3.07K
|
58.6K
$5.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
47New |
$2.68K - $3.07K
|
47
$4.06K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
42+ 0.94% |
$2.39K - $2.74K
|
4.49K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
40+ 0.97% |
$2.28K - $2.61K
|
4.16K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
39+ 6.04% |
$2.22K - $2.55K
|
685
$59.1K
|