Purchases and Sales Made in Q1 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60.7K- 66.44% |
$3.01M - $3.36M
|
30.7K
$2.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-66.5K- 13.71% |
$3.3M - $3.68M
|
418K
$38M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66.9K- 99.37% |
$3.32M - $3.7M
|
425
$38.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-90.9K- 42.41% |
$4.51M - $5.03M
|
123K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-102K- 18.6% |
$5.08M - $5.67M
|
448K
$40.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-103K- 52.71% |
$5.1M - $5.69M
|
92.2K
$8.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-106KClosed |
$5.27M - $5.88M
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-106K- 78.03% |
$5.28M - $5.9M
|
30K
$2.72M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-108K- 67.45% |
$5.34M - $5.96M
|
51.9K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-121K- 20.35% |
$6.02M - $6.72M
|
475K
$43.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-134K- 82.83% |
$6.64M - $7.4M
|
27.7K
$2.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-134K- 38.96% |
$6.64M - $7.41M
|
210K
$19.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-147K- 91.82% |
$7.28M - $8.12M
|
13.1K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-150K- 21.17% |
$7.43M - $8.29M
|
557K
$50.6M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-170K- 95.44% |
$8.44M - $9.42M
|
8.13K
$738K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-181K- 41.98% |
$8.96M - $10M
|
250K
$22.7M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-199K- 25.14% |
$9.87M - $11M
|
593K
$53.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-211K- 10.7% |
$10.5M - $11.7M
|
1.76M
$160M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-211K- 98.36% |
$10.5M - $11.7M
|
3.52K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-224K- 17.47% |
$11.1M - $12.4M
|
1.06M
$96.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-285K- 54.06% |
$14.1M - $15.8M
|
242K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-471K- 98.55% |
$23.4M - $26.1M
|
6.93K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-542K- 12.93% |
$26.9M - $30M
|
3.65M
$331M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-892K- 99.97% |
$44.2M - $49.4M
|
270
$24.5K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.38M- 31.03% |
$68.7M - $76.6M
|
3.08M
$279M
|