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 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
723+ 1.33% |
$35.9K - $40K
|
55K
$4.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
720New |
$35.7K - $39.9K
|
720
$59.2K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
707New |
$35.1K - $39.1K
|
707
$58.2K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
656+ 14.68% |
$32.5K - $36.3K
|
5.13K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
626+ 43.93% |
$31.1K - $34.7K
|
2.05K
$169K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
608+ 7.95% |
$30.2K - $33.7K
|
8.25K
$679K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
603+ 0.77% |
$29.9K - $33.4K
|
78.9K
$6.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
601+ 6.23% |
$29.8K - $33.3K
|
10.3K
$843K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
587+ 1.66% |
$29.1K - $32.5K
|
35.9K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
582+ 10.81% |
$28.9K - $32.2K
|
5.97K
$491K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
561+ 9.22% |
$27.8K - $31.1K
|
6.65K
$547K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
545+ 3.14% |
$27K - $30.2K
|
17.9K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
536+ 5.61% |
$26.6K - $29.7K
|
10.1K
$831K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
505+ 27.89% |
$25.1K - $28K
|
2.32K
$191K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
500New |
$24.8K - $27.7K
|
500
$41.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
466+ 5.58% |
$23.1K - $25.8K
|
8.82K
$726K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
452+ 1.7% |
$22.4K - $25K
|
27K
$2.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
446+ 1.6% |
$22.1K - $24.7K
|
28.4K
$2.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
445+ 1.44% |
$22.1K - $24.6K
|
31.4K
$2.58M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
435+ 4.93% |
$21.6K - $24.1K
|
9.26K
$762K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430New |
$21.3K - $23.8K
|
430
$35.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
428+ 6.34% |
$21.2K - $23.7K
|
7.18K
$591K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
412+ 3.62% |
$20.4K - $22.8K
|
11.8K
$971K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
407+ 2261.11% |
$20.2K - $22.5K
|
425
$35K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
370+ 7.99% |
$18.4K - $20.5K
|
5K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
361+ 2.76% |
$17.9K - $20K
|
13.5K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
351+ 3.02% |
$17.4K - $19.4K
|
12K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
341+ 1.56% |
$16.9K - $18.9K
|
22.3K
$1.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
331+ 0.38% |
$16.4K - $18.3K
|
86.8K
$7.14M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
326+ 3.87% |
$16.2K - $18K
|
8.76K
$720K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
298+ 44.28% |
$14.8K - $16.5K
|
971
$79.9K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
293+ 0.04% |
$14.5K - $16.2K
|
691K
$56.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
287+ 1.1% |
$14.2K - $15.9K
|
26.4K
$2.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
276+ 1.21% |
$13.7K - $15.3K
|
23.2K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
273+ 2.95% |
$13.5K - $15.1K
|
9.53K
$784K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
265+ 1.66% |
$13.1K - $14.7K
|
16.3K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
236+ 0.84% |
$11.7K - $13.1K
|
28.4K
$2.34M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$11.2K - $12.5K
|
225
$18.5K
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
222+ 152.05% |
$11K - $12.3K
|
368
$30.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
219+ 60.5% |
$10.9K - $12.1K
|
581
$47.8K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
212+ 2.95% |
$10.5K - $11.7K
|
7.39K
$608K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
212+ 220.83% |
$10.5K - $11.7K
|
308
$25.3K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
202+ 3.25% |
$10K - $11.2K
|
6.42K
$528K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
200New |
$9.92K - $11.1K
|
200
$16.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
186+ 3.09% |
$9.23K - $10.3K
|
6.21K
$511K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
178+ 1.28% |
$8.83K - $9.85K
|
14.1K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
176+ 0.33% |
$8.73K - $9.74K
|
52.8K
$4.35M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
170+ 12.14% |
$8.43K - $9.41K
|
1.57K
$129K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
165New |
$8.19K - $9.13K
|
165
$13.6K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
153+ 191.25% |
$7.59K - $8.47K
|
233
$19.2K
|