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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.02% |
$49.5 - $52.6
|
5.62K
$356K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.06% |
$247 - $263
|
8.31K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-78- 1.28% |
$3.86K - $4.1K
|
6.01K
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-136- 17.73% |
$6.73K - $7.16K
|
631
$40K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-590- 1.47% |
$29.2K - $31K
|
39.6K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-784- 3.0% |
$38.8K - $41.3K
|
25.3K
$1.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-799- 12.18% |
$39.5K - $42K
|
5.76K
$365K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.35K- 0.98% |
$66.9K - $71.1K
|
136K
$8.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.63K- 23.44% |
$80.8K - $85.9K
|
5.33K
$338K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.91K- 18.87% |
$94.2K - $100K
|
8.19K
$519K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.1K- 9.63% |
$104K - $110K
|
19.7K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.12K- 14.11% |
$105K - $112K
|
12.9K
$817K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.58K- 23.98% |
$128K - $136K
|
8.19K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.66K- 6.7% |
$132K - $140K
|
37.1K
$2.35M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.77K- 5.45% |
$137K - $146K
|
48.1K
$3.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.88K- 0.77% |
$142K - $151K
|
370K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.97K- 17.67% |
$147K - $156K
|
13.8K
$877K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.4K- 23.49% |
$168K - $179K
|
11.1K
$702K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.28K- 6.5% |
$212K - $225K
|
61.5K
$3.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7K- 25.06% |
$346K - $368K
|
20.9K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.43K- 6.94% |
$417K - $444K
|
113K
$7.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.7K- 11.7% |
$528K - $562K
|
80.6K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 19.25% |
$563K - $599K
|
47.8K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-26.7K- 27.68% |
$1.32M - $1.41M
|
69.8K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-40.2K- 8.38% |
$1.99M - $2.11M
|
439K
$27.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-71.1K- 83.1% |
$3.51M - $3.74M
|
14.5K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-108K- 79.26% |
$5.34M - $5.68M
|
28.2K
$1.79M
|