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 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.44K- 4.51% |
$78.9K - $87.9K
|
30.5K
$2.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.47K- 5.19% |
$80.6K - $89.7K
|
26.9K
$2.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.48K- 4.39% |
$80.8K - $90K
|
32.1K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 23.51% |
$82.2K - $91.6K
|
4.89K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 4.11% |
$84.5K - $94.1K
|
36K
$3.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.57K- 4.48% |
$85.7K - $95.5K
|
33.4K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.6K- 23.2% |
$87.7K - $97.7K
|
5.3K
$478K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.64K- 41.27% |
$90K - $100K
|
2.34K
$211K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-1.66K- 1.13% |
$91.1K - $102K
|
145K
$13.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.69K- 8.08% |
$92.8K - $103K
|
19.3K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.72K- 17.3% |
$94.2K - $105K
|
8.23K
$742K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.77K- 1.86% |
$97K - $108K
|
93.6K
$8.44M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.82K- 51.79% |
$99.8K - $111K
|
1.7K
$153K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.93K- 2.67% |
$106K - $118K
|
70.4K
$6.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.94K- 5.68% |
$106K - $119K
|
32.3K
$2.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2K- 3.45% |
$109K - $122K
|
55.9K
$5.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.01K- 1.95% |
$110K - $123K
|
101K
$9.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 29.13% |
$112K - $124K
|
4.96K
$447K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.1K- 3.74% |
$115K - $128K
|
54K
$4.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.12K- 0.29% |
$116K - $129K
|
737K
$66.5M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.14K- 7.92% |
$117K - $130K
|
24.9K
$2.24M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.17K- 34.6% |
$119K - $132K
|
4.09K
$369K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.17K- 2.84% |
$119K - $132K
|
74.2K
$6.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-2.18K- 11.02% |
$119K - $133K
|
17.6K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.23K- 28.28% |
$122K - $136K
|
5.66K
$511K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.25K- 0.76% |
$123K - $137K
|
295K
$26.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 7.54% |
$126K - $141K
|
28.3K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.37K- 2.48% |
$130K - $144K
|
93.1K
$8.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.37K- 4.24% |
$130K - $144K
|
53.4K
$4.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.49K- 4.54% |
$136K - $152K
|
52.2K
$4.71M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.49K- 0.9% |
$137K - $152K
|
274K
$24.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.52K- 0.22% |
$138K - $154K
|
1.17M
$106M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.53K- 3.39% |
$139K - $155K
|
72.2K
$6.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.7K- 1.34% |
$148K - $165K
|
200K
$18M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.75K- 21.29% |
$151K - $168K
|
10.2K
$918K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-2.78K- 21.8% |
$152K - $170K
|
9.97K
$900K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.81K- 2.62% |
$154K - $171K
|
104K
$9.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.88K- 1.92% |
$158K - $176K
|
148K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-3.02K- 2.85% |
$165K - $184K
|
103K
$9.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-3.02K- 8.87% |
$165K - $184K
|
31K
$2.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.03K- 18.24% |
$166K - $185K
|
13.6K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.2K- 3.76% |
$175K - $195K
|
81.7K
$7.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.46K- 1.41% |
$189K - $211K
|
243K
$21.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-3.6K- 68.59% |
$197K - $219K
|
1.65K
$148K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.68K- 10.62% |
$202K - $225K
|
31K
$2.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.83K- 18.0% |
$210K - $233K
|
17.4K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.06K- 13.84% |
$222K - $247K
|
25.3K
$2.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.3K- 0.75% |
$235K - $262K
|
567K
$51.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.86K- 1.28% |
$266K - $297K
|
375K
$33.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.06K- 6.86% |
$277K - $309K
|
68.7K
$6.19M
|