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 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
113K+ 1580.7% |
$6.18M - $6.89M
|
120K
$10.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
110K+ 12.86% |
$6M - $6.69M
|
962K
$86.8M
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
106KNew |
$5.81M - $6.48M
|
106K
$9.57M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
105K+ 140.45% |
$5.73M - $6.38M
|
179K
$16.2M
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
102KNew |
$5.58M - $6.22M
|
102K
$9.2M
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
101K+ 66.59% |
$5.53M - $6.16M
|
253K
$22.8M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98.3K+ 4620.02% |
$5.38M - $6M
|
100K
$9.06M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
97.4K+ 1947120.0% |
$5.33M - $5.94M
|
97.4K
$8.78M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96.8K+ 17.05% |
$5.3M - $5.9M
|
665K
$59.9M
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
93.6KNew |
$5.12M - $5.71M
|
93.6K
$8.44M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
91.3K+ 13.74% |
$5M - $5.57M
|
755K
$68.1M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
91.2K+ 9.29% |
$5M - $5.57M
|
1.07M
$96.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.8K+ 21.1% |
$4.59M - $5.11M
|
481K
$43.4M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80K+ 17.03% |
$4.38M - $4.88M
|
550K
$49.6M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.2K+ 4.57% |
$4.28M - $4.77M
|
1.79M
$161M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
76.7K+ 255.78% |
$4.2M - $4.68M
|
107K
$9.63M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.1K+ 4.17% |
$4.11M - $4.58M
|
1.88M
$169M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.5K+ 10.81% |
$3.8M - $4.24M
|
712K
$64.2M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
69.1K+ 14.07% |
$3.78M - $4.22M
|
560K
$50.5M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
67.7KNew |
$3.71M - $4.13M
|
67.7K
$6.11M
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
67.3KNew |
$3.69M - $4.11M
|
67.3K
$6.07M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
65.4K+ 2.63% |
$3.58M - $3.99M
|
2.56M
$231M
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
64.3KNew |
$3.52M - $3.93M
|
64.3K
$5.8M
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
56.4KNew |
$3.09M - $3.44M
|
56.4K
$5.08M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
53.3KNew |
$2.92M - $3.25M
|
53.3K
$4.81M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.7K+ 997.51% |
$2.83M - $3.15M
|
56.8K
$5.13M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
50.8K+ 8.73% |
$2.78M - $3.1M
|
632K
$57M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
49.7K+ 50.79% |
$2.72M - $3.03M
|
148K
$13.3M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.2K+ 9.49% |
$2.47M - $2.76M
|
521K
$47M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
45K+ 18.02% |
$2.46M - $2.74M
|
294K
$26.6M
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
44.9K+ 56.52% |
$2.46M - $2.74M
|
124K
$11.2M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
44.1K+ 49.77% |
$2.42M - $2.69M
|
133K
$12M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41.7K+ 833.99% |
$2.29M - $2.55M
|
46.7K
$4.22M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
41.1K+ 252.55% |
$2.25M - $2.5M
|
57.3K
$5.17M
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
38.3KNew |
$2.09M - $2.33M
|
38.3K
$3.45M
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37.6K+ 28.8% |
$2.06M - $2.3M
|
168K
$15.2M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
36.8KNew |
$2.01M - $2.24M
|
36.8K
$3.32M
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
35.4K+ 57.91% |
$1.94M - $2.16M
|
96.5K
$8.7M
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
35.2K+ 25.44% |
$1.93M - $2.15M
|
174K
$15.7M
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
33.6K+ 4.31% |
$1.84M - $2.05M
|
813K
$73.4M
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
33.5K+ 12.07% |
$1.84M - $2.05M
|
311K
$28.1M
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
33.3K+ 19.35% |
$1.82M - $2.03M
|
205K
$18.5M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.8K+ 258.22% |
$1.8M - $2M
|
45.5K
$4.1M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.2K+ 396.33% |
$1.71M - $1.9M
|
39.1K
$3.52M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
30.3K+ 2.33% |
$1.66M - $1.85M
|
1.33M
$120M
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
29.5KNew |
$1.61M - $1.8M
|
29.5K
$2.66M
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
29.3K+ 50.82% |
$1.61M - $1.79M
|
87K
$7.85M
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
29.3KNew |
$1.6M - $1.78M
|
29.3K
$2.64M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
27.5K+ 32.03% |
$1.51M - $1.68M
|
113K
$10.2M
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
27.1K+ 19.25% |
$1.48M - $1.65M
|
168K
$15.1M
|