Purchases and Sales Made in Q1 2023 in Spdr Index Shs Fds S Spdr Port (SPGM)

SPGM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Stadion Money Management, LLC

Watkinsville, GA
BUY
 -
861K
New
$40.2M - $44M
861K $54.5M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
190K
+ 13.34%
$8.86M - $9.71M
1.61M $102M
Apr 21, 2023 Q1 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
138K
New
$6.42M - $7.03M
138K $8.72M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
120K
+ 744.42%
$5.59M - $6.13M
136K $8.62M
May 12, 2023 Q1 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
79.2K
New
$3.69M - $4.05M
79.2K $5.02M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
65.1K
New
$3.04M - $3.33M
65.1K $4.12M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
62.7K
+ 106.69%
$2.92M - $3.2M
121K $7.69M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
25.4K
New
$1.19M - $1.3M
25.4K $1.61M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
24K
+ 371.37%
$1.12M - $1.22M
30.4K $1.93M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
21.4K
New
$998K - $1.09M
21.4K $1.36M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
6.56K
New
$306K - $335K
6.56K $415K
Apr 04, 2023 Q1 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
6.55K
+ 1.71%
$306K - $335K
389K $24.6M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
5.44K
+ 6.87%
$254K - $278K
84.7K $5.36M
May 02, 2023 Q1 2023
Lvw Advisors, LLC

BUY
 -
4.96K
+ 9.12%
$231K - $254K
59.4K $3.76M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
4.84K
New
$226K - $247K
4.84K $306K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.75K
+ 15.62%
$221K - $242K
35.1K $2.22M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.37K
+ 5.39%
$204K - $223K
85.5K $5.41M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
4.23K
New
$197K - $216K
4.23K $268K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
4.17K
New
$194K - $213K
4.17K $264K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
3.38K
+ 6.07%
$158K - $173K
59.2K $3.75M
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
2.84K
+ 24.41%
$133K - $145K
14.5K $918K
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.61K
+ 11.08%
$122K - $133K
26.1K $1.65M
Apr 20, 2023 Q1 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
2.57K
+ 2.19%
$120K - $131K
120K $7.6M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.43K
+ 3.83%
$113K - $124K
65.8K $4.17M
Apr 17, 2023 Q1 2023
Tennessee Valley Asset Management Partners

BUY
 -
2.07K
+ 32.74%
$96.7K - $106K
8.41K $533K
Apr 13, 2023 Q1 2023
Act Wealth Management, LLC

BUY
 -
2.01K
+ 6.83%
$93.9K - $103K
31.5K $1.99M
Apr 17, 2023 Q1 2023
Financial Consulate, Inc

BUY
 -
1.85K
+ 4.82%
$86.2K - $94.4K
40.2K $2.55M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.85K
+ 3.01%
$86.2K - $94.4K
63.3K $4.01M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
1.63K
+ 36.63%
$76.1K - $83.4K
6.09K $386K
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
1.44K
+ 4.12%
$67.3K - $73.8K
36.5K $2.31M
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
1.44K
New
$67.1K - $73.6K
1.44K $91.2K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
1.35K
+ 48.21%
$63K - $69K
4.15K $263K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.34K
New
$62.3K - $68.2K
1.34K $84.5K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
1.33K
+ 2.41%
$62.2K - $68.1K
56.7K $3.59M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.07K
New
$49.7K - $54.5K
1.07K $67.5K
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
1.03K
+ 0.28%
$48.1K - $52.7K
373K $23.6M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
552
+ 26.53%
$25.7K - $28.2K
2.63K $167K
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
550
+ 6.57%
$25.6K - $28.1K
8.92K $565K
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
483
+ 6.16%
$22.5K - $24.7K
8.32K $527K
Apr 17, 2023 Q1 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
225
+ 4.68%
$10.5K - $11.5K
5.03K $319K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
225
+ 4.17%
$10.5K - $11.5K
5.62K $356K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
120
+ 1.13%
$5.6K - $6.13K
10.8K $682K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
74
New
$3.45K - $3.78K
74 $4.69K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
40
New
$1.87K - $2.04K
40 $2.53K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
20
+ 0.18%
$933 - $1.02K
10.8K $687K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
14
+ 1.66%
$653 - $715
858 $54.3K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-10
- 6.58%
$466 - $511
142 $8.99K
Apr 18, 2023 Q1 2023
Flagship Private Wealth, LLC

SELL
 -
-33
- 0.26%
$1.54K - $1.69K
12.9K $816K

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