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 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
67.7KNew |
$3.36M - $3.75M
|
67.7K
$6.14M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65.1K+ 41.95% |
$3.23M - $3.6M
|
220K
$20M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
63K+ 707.36% |
$3.12M - $3.49M
|
71.9K
$6.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
56.6K+ 4.54% |
$2.81M - $3.13M
|
1.3M
$118M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.8K+ 2.37% |
$2.77M - $3.09M
|
2.41M
$219M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
54K+ 17.02% |
$2.68M - $2.99M
|
371K
$33.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
53K+ 107.03% |
$2.63M - $2.94M
|
103K
$9.31M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
52.5K+ 1.53% |
$2.6M - $2.9M
|
3.49M
$317M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
50.7K+ 9.09% |
$2.51M - $2.81M
|
608K
$55.2M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
50.6K+ 129.16% |
$2.51M - $2.8M
|
89.8K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.5K+ 14.56% |
$2.5M - $2.79M
|
397K
$36.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.2K+ 3.02% |
$2.49M - $2.78M
|
1.71M
$155M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
49.6KNew |
$2.46M - $2.74M
|
49.6K
$4.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
49.6K+ 429.13% |
$2.46M - $2.74M
|
61.1K
$5.55M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
47K+ 2532.36% |
$2.33M - $2.6M
|
48.9K
$4.44M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
46.2K+ 15.83% |
$2.29M - $2.56M
|
338K
$30.7M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
43.8K+ 18.72% |
$2.17M - $2.43M
|
278K
$25.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43K+ 161.48% |
$2.13M - $2.38M
|
69.6K
$6.32M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40K+ 115.62% |
$1.98M - $2.21M
|
74.6K
$6.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38.9K+ 26.92% |
$1.93M - $2.16M
|
184K
$16.7M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.7K+ 9.26% |
$1.92M - $2.14M
|
457K
$41.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
38.7KNew |
$1.92M - $2.14M
|
38.7K
$3.51M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
38.2K+ 17.62% |
$1.89M - $2.11M
|
255K
$23.1M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.7K+ 8.59% |
$1.87M - $2.09M
|
476K
$43.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
37.2K+ 34.82% |
$1.85M - $2.06M
|
144K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
35.9K+ 97.14% |
$1.78M - $1.99M
|
72.9K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.8KNew |
$1.78M - $1.98M
|
35.8K
$3.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
34.8K+ 2.81% |
$1.73M - $1.93M
|
1.27M
$116M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
34.7K+ 5.74% |
$1.72M - $1.92M
|
638K
$58M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
33.1K+ 15.75% |
$1.64M - $1.83M
|
243K
$22.1M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33KNew |
$1.64M - $1.83M
|
33K
$3M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32.6KNew |
$1.62M - $1.81M
|
32.6K
$2.96M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.8K+ 8.82% |
$1.53M - $1.71M
|
380K
$34.5M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
30.6KNew |
$1.52M - $1.7M
|
30.6K
$2.78M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
29.8K+ 154.5% |
$1.48M - $1.65M
|
49.1K
$4.46M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
29.6K+ 65.01% |
$1.47M - $1.64M
|
75.2K
$6.83M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.6KNew |
$1.47M - $1.64M
|
29.6K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
28.7K+ 1.77% |
$1.42M - $1.59M
|
1.65M
$150M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
27.7K+ 6.17% |
$1.37M - $1.53M
|
476K
$43.2M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
27.5K+ 19.06% |
$1.37M - $1.52M
|
172K
$15.6M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.6KNew |
$1.32M - $1.47M
|
26.6K
$2.42M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.5KNew |
$1.31M - $1.47M
|
26.5K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.3KNew |
$1.3M - $1.46M
|
26.3K
$2.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
26K+ 43.37% |
$1.29M - $1.44M
|
85.9K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6K+ 93.91% |
$1.27M - $1.42M
|
52.8K
$4.79M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25.4K+ 27.43% |
$1.26M - $1.4M
|
118K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
25.2KNew |
$1.25M - $1.4M
|
25.2K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
24.3K+ 4.95% |
$1.21M - $1.35M
|
516K
$46.8M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
24.3K+ 422.56% |
$1.2M - $1.34M
|
30K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
23.6K+ 17.59% |
$1.17M - $1.31M
|
158K
$14.3M
|