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
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
176+ 2.96% |
$8.46K - $9.76K
|
6.12K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
175+ 3.04% |
$8.41K - $9.71K
|
5.92K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
159+ 5.74% |
$7.64K - $8.82K
|
2.93K
$193K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 13.27% |
$6.87K - $7.93K
|
1.22K
$80.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
139+ 1.03% |
$6.68K - $7.71K
|
13.7K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115+ 0.7% |
$5.53K - $6.38K
|
16.6K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
104New |
$5K - $5.77K
|
104
$6.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
78+ 0.25% |
$3.75K - $4.33K
|
31.7K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
64+ 1.03% |
$3.08K - $3.55K
|
6.27K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60+ 31.91% |
$2.88K - $3.33K
|
248
$16.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
37+ 0.36% |
$1.78K - $2.05K
|
10.3K
$678K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.71% |
$817 - $943
|
2.41K
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16+ 0.32% |
$769 - $888
|
5.02K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 0.11% |
$721 - $832
|
13.7K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.41% |
$48.1 - $55.5
|
72
$4.74K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 1.45% |
$48.1 - $55.5
|
70
$4.61K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 1.47% |
$2.36K - $2.72K
|
3.28K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-106- 1.52% |
$5.1K - $5.88K
|
6.87K
$452K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-182- 15.15% |
$8.75K - $10.1K
|
1.02K
$67.1K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-193- 81.43% |
$9.28K - $10.7K
|
44
$2.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-307- 72.92% |
$14.8K - $17K
|
114
$7.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-647- 0.7% |
$31.1K - $35.9K
|
91.9K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-779- 50.42% |
$37.4K - $43.2K
|
766
$50.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-840- 7.42% |
$40.4K - $46.6K
|
10.5K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-924- 1.83% |
$44.4K - $51.3K
|
49.5K
$3.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 7.88% |
$51.6K - $59.6K
|
12.6K
$827K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.1K- 6.02% |
$52.6K - $60.8K
|
17.1K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.39K- 99.0% |
$66.6K - $76.9K
|
14
$921
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.39K- 12.87% |
$66.7K - $77K
|
9.4K
$618K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.47K- 2.31% |
$70.6K - $81.4K
|
62.1K
$4.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.93K- 5.03% |
$93K - $107K
|
36.5K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2K- 19.41% |
$96.1K - $111K
|
8.3K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.68K- 9.33% |
$129K - $149K
|
26.1K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.45K- 6.3% |
$166K - $192K
|
51.4K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.88K- 4.79% |
$186K - $215K
|
77.2K
$5.08M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.84K- 10.54% |
$281K - $324K
|
49.5K
$3.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-6.43K- 13.66% |
$309K - $357K
|
40.6K
$2.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.23K- 42.53% |
$395K - $456K
|
11.1K
$731K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-8.23K- 2.17% |
$395K - $456K
|
370K
$24.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12.4K- 58.79% |
$595K - $687K
|
8.68K
$571K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-18.9K- 4.3% |
$908K - $1.05M
|
420K
$27.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-29K- 18.44% |
$1.4M - $1.61M
|
128K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-113K- 76.06% |
$5.44M - $6.27M
|
35.6K
$2.34M
|