Purchases and Sales Made in Q2 2023 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
207K+ 12.84% |
$10.3M - $10.9M
|
1.82M
$115M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
122K+ 509.0% |
$6.05M - $6.43M
|
146K
$9.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
90.5K+ 7.33% |
$4.48M - $4.76M
|
1.33M
$83.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.1K+ 101.42% |
$3.27M - $3.48M
|
131K
$8.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34.8K+ 4.17% |
$1.72M - $1.83M
|
869K
$55M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
22.6K+ 5.82% |
$1.12M - $1.19M
|
412K
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1KNew |
$699K - $744K
|
14.1K
$895K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.4K+ 33.9% |
$612K - $651K
|
48.9K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3KNew |
$510K - $542K
|
10.3K
$652K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
6.37K+ 10.72% |
$315K - $335K
|
65.8K
$4.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.66K+ 94.58% |
$280K - $298K
|
11.6K
$737K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
5.06K+ 5.97% |
$250K - $266K
|
89.8K
$5.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.75K+ 3.96% |
$235K - $250K
|
125K
$7.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.55KNew |
$225K - $240K
|
4.55K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4KNew |
$198K - $210K
|
4K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.87KNew |
$192K - $204K
|
3.87K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.8K+ 32.26% |
$188K - $200K
|
15.6K
$985K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.44K+ 11.32% |
$170K - $181K
|
33.9K
$2.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.24K+ 5.71% |
$160K - $170K
|
59.9K
$3.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
2.94K+ 9.34% |
$146K - $155K
|
34.4K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.5K+ 7.13% |
$124K - $132K
|
37.6K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.25K+ 8.86% |
$111K - $119K
|
27.7K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.02K+ 9.46% |
$100K - $107K
|
23.4K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.98K+ 23.56% |
$98K - $104K
|
10.4K
$658K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$69.3K - $73.7K
|
1.4K
$88.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.35K+ 4.46% |
$66.8K - $71K
|
31.6K
$2M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.27K+ 30.33% |
$62.6K - $66.6K
|
5.44K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.14K+ 2.3% |
$56.3K - $59.9K
|
50.7K
$3.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.14K+ 10.48% |
$56.2K - $59.8K
|
12K
$759K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 11.08% |
$56.2K - $59.8K
|
11.4K
$721K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
804+ 19.37% |
$39.8K - $42.3K
|
4.95K
$314K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
706+ 11.49% |
$34.9K - $37.1K
|
6.85K
$434K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
701+ 14.49% |
$34.7K - $36.9K
|
5.54K
$351K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
335+ 3.75% |
$16.6K - $17.6K
|
9.26K
$586K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
291+ 5.78% |
$14.4K - $15.3K
|
5.33K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
269+ 2.34% |
$13.3K - $14.2K
|
11.8K
$746K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
186+ 1.67% |
$9.2K - $9.79K
|
11.3K
$715K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
150+ 1.16% |
$7.42K - $7.89K
|
13K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 70.42% |
$4.95K - $5.26K
|
242
$15.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
71+ 1.16% |
$3.51K - $3.74K
|
6.2K
$393K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
71New |
$3.51K - $3.74K
|
71
$4.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
69New |
$3.41K - $3.63K
|
69
$4.37K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 105.0% |
$2.08K - $2.21K
|
82
$5.19K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.84% |
$989 - $1.05K
|
2.4K
$152K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.6% |
$989 - $1.05K
|
3.33K
$211K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 1.13% |
$594 - $631
|
1.08K
$68.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.17% |
$445 - $474
|
777
$49.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.3% |
$396 - $421
|
2.64K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.49% |
$148 - $158
|
204
$12.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 5.26% |
$49.5 - $52.6
|
20
$1.27K
|