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 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
153+ 191.25% |
$7.59K - $8.47K
|
233
$23.1K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
140+ 0.32% |
$6.95K - $7.75K
|
43.4K
$4.31M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
138+ 17.62% |
$6.85K - $7.64K
|
921
$91.5K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132+ 6.61% |
$6.55K - $7.31K
|
2.13K
$211K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
128+ 0.57% |
$6.35K - $7.09K
|
22.7K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
103+ 0.36% |
$5.11K - $5.7K
|
29.1K
$2.89M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
103+ 66.03% |
$5.11K - $5.7K
|
259
$25.7K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
90+ 3.12% |
$4.46K - $4.98K
|
2.98K
$296K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 9.41% |
$4.42K - $4.93K
|
1.04K
$103K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
86New |
$4.27K - $4.76K
|
86
$8.54K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
84+ 1.68% |
$4.17K - $4.65K
|
5.09K
$506K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
82+ 3.79% |
$4.07K - $4.54K
|
2.25K
$223K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
80+ 1.17% |
$3.97K - $4.43K
|
6.92K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
78+ 1.64% |
$3.87K - $4.32K
|
4.83K
$480K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
69+ 0.14% |
$3.42K - $3.82K
|
48.5K
$4.82M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
67New |
$3.32K - $3.71K
|
67
$6.66K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
61+ 3.19% |
$3.03K - $3.38K
|
1.97K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
57+ 0.77% |
$2.83K - $3.16K
|
7.43K
$738K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
53+ 0.85% |
$2.63K - $2.93K
|
6.26K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
51New |
$2.53K - $2.82K
|
51
$5.07K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 2.28% |
$2.48K - $2.77K
|
2.25K
$223K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
46+ 22.77% |
$2.28K - $2.55K
|
248
$24.6K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
36+ 0.33% |
$1.79K - $1.99K
|
10.8K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
34+ 0.71% |
$1.69K - $1.88K
|
4.84K
$481K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
32+ 0.05% |
$1.59K - $1.77K
|
64K
$6.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.76% |
$1.54K - $1.72K
|
4.1K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
30New |
$1.49K - $1.66K
|
30
$2.98K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.39% |
$1.34K - $1.49K
|
7.03K
$699K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
27New |
$1.34K - $1.49K
|
27
$2.68K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
21+ 0.38% |
$1.04K - $1.16K
|
5.5K
$546K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
19+ 0.11% |
$943 - $1.05K
|
16.6K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$943 - $1.05K
|
16.5K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
17+ 0.18% |
$843 - $941
|
9.71K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.29% |
$744 - $830
|
5.14K
$510K
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
14+ 0.35% |
$695 - $775
|
3.99K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.32% |
$645 - $720
|
4.08K
$405K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.25% |
$595 - $664
|
4.88K
$484K
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.26% |
$595 - $664
|
4.68K
$465K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
12New |
$595 - $664
|
12
$1.19K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.14% |
$546 - $609
|
7.67K
$762K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
10+ 0.2% |
$496 - $554
|
5.13K
$510K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.1% |
$496 - $554
|
9.88K
$982K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 1.45% |
$496 - $554
|
698
$69.3K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.12% |
$446 - $498
|
7.25K
$720K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
6+ 0.34% |
$298 - $332
|
1.78K
$176K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 0.01% |
$298 - $332
|
44.9K
$4.46M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 0.01% |
$298 - $332
|
44.9K
$4.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
5+ 0.05% |
$248 - $277
|
9.22K
$916K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$49.6 - $55.4
|
362
$36K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.06% |
$49.6 - $55.4
|
1.65K
$164K
|