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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$49.6 - $55.4
|
362
$32.9K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.54% |
$49.6 - $55.4
|
66
$5.99K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.03% |
$99.2 - $111
|
7.7K
$700K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-4- 1.21% |
$198 - $221
|
326
$29.6K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-17- 23.29% |
$843 - $941
|
56
$5.09K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.14% |
$992 - $1.11K
|
14.4K
$1.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-25- 0.45% |
$1.24K - $1.38K
|
5.58K
$507K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-25- 8.83% |
$1.24K - $1.38K
|
258
$23.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 8.7% |
$1.59K - $1.77K
|
336
$30.5K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.54% |
$1.74K - $1.94K
|
500
$45.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-38- 0.63% |
$1.89K - $2.1K
|
6.02K
$546K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 0.95% |
$1.93K - $2.16K
|
4.08K
$370K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-47- 1.81% |
$2.33K - $2.6K
|
2.55K
$232K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-50- 1.11% |
$2.48K - $2.77K
|
4.46K
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-53- 34.87% |
$2.63K - $2.93K
|
99
$8.99K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-63- 0.02% |
$3.13K - $3.49K
|
280K
$25.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-63- 1.4% |
$3.13K - $3.49K
|
4.44K
$403K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73- 0.92% |
$3.62K - $4.04K
|
7.83K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-82- 43.16% |
$4.07K - $4.54K
|
108
$9.81K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-85- 3.89% |
$4.22K - $4.71K
|
2.1K
$191K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-85- 1.65% |
$4.22K - $4.71K
|
5.06K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-86- 0.55% |
$4.27K - $4.76K
|
15.4K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 2.0% |
$4.96K - $5.54K
|
4.9K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-100- 0.38% |
$4.96K - $5.54K
|
26.1K
$2.37M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-100- 1.43% |
$4.96K - $5.54K
|
6.88K
$625K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 1.69% |
$4.96K - $5.54K
|
5.81K
$528K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-103- 73.57% |
$5.11K - $5.7K
|
37
$3.36K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-109- 2.28% |
$5.41K - $6.03K
|
4.67K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-118- 1.32% |
$5.85K - $6.53K
|
8.86K
$804K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-118- 1.47% |
$5.85K - $6.53K
|
7.89K
$717K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-121- 1.96% |
$6K - $6.7K
|
6.05K
$549K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-135- 97.12% |
$6.7K - $7.47K
|
4
$363
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140- 0.06% |
$6.95K - $7.75K
|
220K
$20M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-142- 0.38% |
$7.04K - $7.86K
|
37.7K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-144- 2.83% |
$7.14K - $7.97K
|
4.95K
$450K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-148- 1.71% |
$7.34K - $8.19K
|
8.53K
$775K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-169- 45.8% |
$8.38K - $9.36K
|
200
$18.2K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-182- 0.28% |
$9.03K - $10.1K
|
64.2K
$5.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-183- 2.98% |
$9.08K - $10.1K
|
5.96K
$541K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-184- 0.83% |
$9.13K - $10.2K
|
22.1K
$2M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-185- 1.21% |
$9.18K - $10.2K
|
15.1K
$1.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-195- 4.33% |
$9.67K - $10.8K
|
4.31K
$391K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-203- 11.25% |
$10.1K - $11.2K
|
1.6K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-206- 2.7% |
$10.2K - $11.4K
|
7.42K
$674K
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-207- 0.36% |
$10.3K - $11.5K
|
57.7K
$5.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-207- 0.63% |
$10.3K - $11.5K
|
32.9K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-208- 4.08% |
$10.3K - $11.5K
|
4.89K
$444K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-224- 1.81% |
$11.1K - $12.4K
|
12.1K
$1.1M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-225- 65.41% |
$11.2K - $12.5K
|
119
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-250- 4.67% |
$12.4K - $13.8K
|
5.1K
$463K
|