Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$1.65K - $1.79K
|
33
$2.09K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$50.1 - $54.3
|
1
$63.3
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1- -0.0% |
$50.1 - $54.3
|
31.6K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54- 22.31% |
$2.71K - $2.93K
|
188
$11.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-74- 1.39% |
$3.71K - $4.02K
|
5.26K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127Closed |
$6.36K - $6.89K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-192- 1.39% |
$9.62K - $10.4K
|
13.7K
$865K
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-425- 1.23% |
$21.3K - $23.1K
|
34K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-548- 2.16% |
$27.5K - $29.7K
|
24.8K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-615- 10.94% |
$30.8K - $33.4K
|
5.01K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-816- 7.36% |
$40.9K - $44.3K
|
10.3K
$650K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-853- 7.33% |
$42.7K - $46.3K
|
10.8K
$683K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.04K- 2.16% |
$51.9K - $56.2K
|
47K
$2.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.19K- 3.01% |
$59.7K - $64.6K
|
38.4K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.74K- 13.1% |
$137K - $149K
|
18.2K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.13K- 21.69% |
$157K - $170K
|
11.3K
$717K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6.13K- 66.23% |
$307K - $333K
|
3.13K
$198K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.2K- 48.04% |
$311K - $336K
|
6.71K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.69K- 10.88% |
$335K - $363K
|
54.8K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.43K- 33.41% |
$472K - $512K
|
18.8K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-29.6K- 58.46% |
$1.48M - $1.61M
|
21.1K
$1.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-78.2K- 57.38% |
$3.92M - $4.24M
|
58.1K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-111K- 12.78% |
$5.56M - $6.03M
|
758K
$48M
|