Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 5.42% |
$5.31M - $6.13M
|
2.15M
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
83.5KNew |
$4.02M - $4.63M
|
83.5K
$5.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
75.5KNew |
$3.63M - $4.19M
|
75.5K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
69.2KNew |
$3.32M - $3.84M
|
69.2K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
57KNew |
$2.74M - $3.16M
|
57K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
55.2KNew |
$2.65M - $3.06M
|
55.2K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.6K+ 34.11% |
$1.85M - $2.14M
|
152K
$9.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
25.6K+ 11.74% |
$1.23M - $1.42M
|
244K
$16.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
23.2KNew |
$1.11M - $1.28M
|
23.2K
$1.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 1.39% |
$889K - $1.03M
|
1.35M
$88.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 43.84% |
$783K - $904K
|
53.5K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.7K+ 2.08% |
$756K - $873K
|
774K
$50.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 131.86% |
$562K - $649K
|
20.6K
$1.35M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11.2KNew |
$540K - $623K
|
11.2K
$739K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11.1K+ 2.44% |
$533K - $615K
|
465K
$30.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.4K+ 27.64% |
$501K - $579K
|
48.2K
$3.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.3K+ 7.73% |
$493K - $569K
|
143K
$9.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
10.1K+ 14.78% |
$484K - $559K
|
78.2K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$481K - $555K
|
10K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.95KNew |
$430K - $496K
|
8.95K
$589K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.66KNew |
$416K - $480K
|
8.66K
$570K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.9K+ 2.37% |
$332K - $383K
|
298K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.44KNew |
$309K - $357K
|
6.44K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.4K+ 3.07% |
$308K - $355K
|
215K
$14.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.3KNew |
$303K - $350K
|
6.3K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4.97KNew |
$239K - $276K
|
4.97K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.81KNew |
$231K - $267K
|
4.81K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.5KNew |
$216K - $250K
|
4.5K
$296K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 6.2% |
$162K - $187K
|
57.9K
$3.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 25.24% |
$125K - $144K
|
12.9K
$846K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.19K+ 8.81% |
$105K - $121K
|
27K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.09K+ 32.63% |
$101K - $116K
|
8.51K
$560K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.81K+ 27.08% |
$87K - $100K
|
8.5K
$559K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.73K+ 9.88% |
$83K - $95.8K
|
19.2K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 3.68% |
$70.2K - $81K
|
41.1K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.42KNew |
$68.2K - $78.7K
|
1.42K
$93.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 3.79% |
$67.7K - $78.1K
|
38.6K
$2.54M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.2KNew |
$57.7K - $66.6K
|
1.2K
$79K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
827+ 6.4% |
$39.8K - $45.9K
|
13.8K
$905K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
736+ 6.29% |
$35.4K - $40.8K
|
12.4K
$819K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
623New |
$29.9K - $34.6K
|
623
$41K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
561+ 275.0% |
$27K - $31.1K
|
765
$50.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
519+ 12.26% |
$24.9K - $28.8K
|
4.75K
$313K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
443New |
$21.3K - $24.6K
|
443
$29.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
403+ 1.18% |
$19.4K - $22.4K
|
34.4K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
357+ 14.16% |
$17.2K - $19.8K
|
2.88K
$189K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 3.52% |
$14.5K - $16.8K
|
8.88K
$585K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300New |
$14.4K - $16.6K
|
300
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215+ 1.14% |
$10.3K - $11.9K
|
19K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
195+ 2.72% |
$9.37K - $10.8K
|
7.36K
$484K
|