Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-450- 1.17% |
$24.6K - $27.5K
|
37.9K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-450- 4.39% |
$24.6K - $27.5K
|
9.79K
$883K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-453- 3.31% |
$24.8K - $27.6K
|
13.2K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-460- 6.69% |
$25.2K - $28.1K
|
6.42K
$579K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-464- 0.69% |
$25.4K - $28.3K
|
66.4K
$5.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-493- 3.86% |
$27K - $30.1K
|
12.3K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-503- 3.14% |
$27.5K - $30.7K
|
15.5K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-505- 7.3% |
$27.7K - $30.8K
|
6.41K
$578K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-546- 0.91% |
$29.9K - $33.3K
|
59.7K
$5.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-554- 8.86% |
$30.3K - $33.8K
|
5.7K
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-555- 1.27% |
$30.4K - $33.9K
|
43.2K
$3.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-568- 3.11% |
$31.1K - $34.7K
|
17.7K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-597- 0.65% |
$32.7K - $36.4K
|
90.8K
$8.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-625- 2.1% |
$34.2K - $38.1K
|
29.2K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-648- 3.92% |
$35.5K - $39.5K
|
15.9K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-663- 0.4% |
$36.3K - $40.4K
|
165K
$14.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-683- 11.46% |
$37.4K - $41.7K
|
5.28K
$476K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-689- 3.25% |
$37.7K - $42K
|
20.5K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-699- 17.44% |
$38.3K - $42.6K
|
3.31K
$299K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-739- 3.13% |
$40.5K - $45.1K
|
22.8K
$2.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-747- 8.1% |
$40.9K - $45.6K
|
8.47K
$764K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-748- 2.58% |
$41K - $45.6K
|
28.2K
$2.55M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-775- 0.5% |
$42.4K - $47.3K
|
155K
$14M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-803- 15.19% |
$44K - $49K
|
4.49K
$405K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-840- 1.37% |
$46K - $51.2K
|
60.3K
$5.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-849- 2.58% |
$46.5K - $51.8K
|
32.1K
$2.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-850- 1.69% |
$46.5K - $51.9K
|
49.6K
$4.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-860- 12.08% |
$47.1K - $52.5K
|
6.26K
$564K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-898- 10.6% |
$49.2K - $54.8K
|
7.57K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-912- 8.64% |
$49.9K - $55.6K
|
9.64K
$869K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-935- 86.33% |
$51.2K - $57K
|
148
$13.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-960- 0.03% |
$52.6K - $58.6K
|
3.06M
$276M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-980- 1.11% |
$53.7K - $59.8K
|
87.2K
$7.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.02K- 18.84% |
$55.6K - $62K
|
4.38K
$395K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 0.91% |
$56K - $62.4K
|
111K
$9.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 0.91% |
$56K - $62.4K
|
111K
$9.98M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.04K- 8.33% |
$56.8K - $63.3K
|
11.4K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.1K- 1.13% |
$60.1K - $66.9K
|
95.6K
$8.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-1.1K- 4.93% |
$60.2K - $67.1K
|
21.2K
$1.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.11K- 16.63% |
$60.5K - $67.4K
|
5.54K
$500K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.2K- 5.28% |
$65.6K - $73.1K
|
21.5K
$1.94M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 5.44% |
$65.7K - $73.2K
|
20.9K
$1.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.2K- 8.32% |
$65.7K - $73.2K
|
13.2K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.21K- 4.33% |
$66.4K - $74K
|
26.8K
$2.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 13.59% |
$66.5K - $74.1K
|
7.73K
$697K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.25K- 4.7% |
$68.5K - $76.3K
|
25.4K
$2.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.28K- 8.4% |
$69.9K - $77.9K
|
13.9K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.29K- 7.53% |
$70.5K - $78.5K
|
15.8K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.31K- 25.2% |
$71.7K - $79.9K
|
3.89K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.42K- 25.4% |
$77.6K - $86.5K
|
4.16K
$375K
|