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 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.11K- 16.14% |
$280K - $312K
|
26.6K
$2.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-5.15K- 0.95% |
$282K - $314K
|
538K
$48.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.27K- 7.22% |
$288K - $321K
|
67.7K
$6.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.27K- 3.52% |
$289K - $322K
|
144K
$13M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.41K- 5.8% |
$296K - $330K
|
87.9K
$7.93M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-5.54K- 3.39% |
$303K - $338K
|
158K
$14.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.71K- 8.9% |
$313K - $348K
|
58.5K
$5.27M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-5.84K- 21.07% |
$320K - $356K
|
21.9K
$1.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6K- 15.91% |
$328K - $366K
|
31.7K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-6.03K- 2.02% |
$330K - $368K
|
293K
$26.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-6.16K- 4.07% |
$337K - $376K
|
145K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.34K- 2.27% |
$347K - $387K
|
273K
$24.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-6.38K- 27.09% |
$349K - $389K
|
17.2K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.39K- 11.64% |
$350K - $390K
|
48.5K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.44K- 1.25% |
$352K - $393K
|
508K
$45.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-6.45K- 7.4% |
$353K - $393K
|
80.7K
$7.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-6.49K- 9.03% |
$355K - $396K
|
65.4K
$5.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-6.58K- 2.87% |
$360K - $401K
|
222K
$20.1M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.62K- 5.61% |
$362K - $404K
|
111K
$10M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6.71K- 32.98% |
$367K - $409K
|
13.6K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.84K- 19.06% |
$375K - $417K
|
29.1K
$2.62M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-6.96K- 8.37% |
$381K - $425K
|
76.2K
$6.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-6.96K- 9.74% |
$381K - $425K
|
64.5K
$5.81M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-7.33K- 8.36% |
$402K - $447K
|
80.4K
$7.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.75K- 2.19% |
$424K - $473K
|
347K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.09K- 10.98% |
$443K - $494K
|
65.6K
$5.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.2K- 28.87% |
$449K - $500K
|
20.2K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.31K- 1.91% |
$455K - $507K
|
427K
$38.5M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.42K- 4.6% |
$461K - $514K
|
175K
$15.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-8.6K- 3.37% |
$471K - $524K
|
246K
$22.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8.98K- 16.7% |
$492K - $548K
|
44.8K
$4.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.12K- 83.53% |
$500K - $557K
|
1.8K
$162K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-10.3K- 12.31% |
$564K - $628K
|
73.3K
$6.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10.4K- 18.13% |
$570K - $635K
|
47K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 8.25% |
$577K - $642K
|
117K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.6K- 4.91% |
$580K - $646K
|
205K
$18.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-10.7K- 3.92% |
$583K - $650K
|
261K
$23.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 7.01% |
$593K - $661K
|
144K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-11.5K- 7.6% |
$628K - $699K
|
139K
$12.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.8K- 77.17% |
$647K - $721K
|
3.5K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11.8K- 7.13% |
$648K - $722K
|
154K
$13.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 27.02% |
$679K - $756K
|
33.5K
$3.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-12.9K- 11.31% |
$704K - $784K
|
101K
$9.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.6K- 21.13% |
$743K - $828K
|
50.6K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 0.41% |
$779K - $868K
|
3.48M
$314M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-14.3K- 15.47% |
$781K - $870K
|
77.9K
$7.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-14.9K- 14.12% |
$818K - $911K
|
90.8K
$8.19M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-15.3K- 4.48% |
$840K - $936K
|
327K
$29.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 11.94% |
$865K - $964K
|
117K
$10.5M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.1K- 38.1% |
$937K - $1.04M
|
27.8K
$2.51M
|