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 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
10.4K+ 18.3% |
$572K - $637K
|
67.5K
$5.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10.4K+ 21.34% |
$571K - $636K
|
59.3K
$4.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
10.3K+ 20.19% |
$566K - $631K
|
61.5K
$5.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 7.68% |
$563K - $628K
|
144K
$11.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
9.92K+ 4.81% |
$543K - $605K
|
216K
$17.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.59KNew |
$525K - $585K
|
9.59K
$789K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.4K+ 7.97% |
$515K - $574K
|
127K
$10.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.38K+ 2.51% |
$513K - $572K
|
383K
$31.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.22K+ 1.44% |
$505K - $563K
|
647K
$53.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
9.02K+ 6.04% |
$494K - $550K
|
158K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8.93KNew |
$489K - $545K
|
8.93K
$734K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8.8K+ 43.77% |
$482K - $537K
|
28.9K
$2.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.59K+ 9.89% |
$470K - $524K
|
95.4K
$7.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.49K+ 5.59% |
$465K - $518K
|
160K
$13.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 2.87% |
$459K - $512K
|
301K
$24.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
8.25K+ 3.81% |
$452K - $503K
|
225K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.05K+ 1.29% |
$441K - $491K
|
635K
$52.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.92K+ 36.3% |
$434K - $483K
|
29.7K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.9K+ 8.5% |
$432K - $482K
|
101K
$8.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
7.89K+ 51.19% |
$432K - $481K
|
23.3K
$1.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.88KNew |
$432K - $481K
|
7.88K
$648K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
7.58K+ 7.39% |
$415K - $462K
|
110K
$9.06M
|
|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.55KNew |
$413K - $461K
|
7.55K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.47K+ 0.24% |
$409K - $456K
|
3.08M
$254M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.3KNew |
$400K - $445K
|
7.3K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.89KNew |
$377K - $420K
|
6.89K
$566K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.86K+ 1.78% |
$376K - $418K
|
393K
$32.3M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.75K+ 11.46% |
$370K - $412K
|
65.6K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
6.75KNew |
$370K - $412K
|
6.75K
$555K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.74K+ 3.22% |
$369K - $411K
|
216K
$17.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.7K+ 15.74% |
$367K - $409K
|
49.3K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.68K+ 17.21% |
$366K - $408K
|
45.5K
$3.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.51KNew |
$356K - $397K
|
6.51K
$535K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.46KNew |
$354K - $394K
|
6.46K
$531K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.37K+ 22.61% |
$349K - $389K
|
34.6K
$2.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.18K+ 8.88% |
$338K - $377K
|
75.8K
$6.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.17KNew |
$338K - $377K
|
6.17K
$508K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.17K+ 30.43% |
$338K - $377K
|
26.5K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
6.17K+ 3.83% |
$338K - $376K
|
167K
$13.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.09K+ 8.78% |
$334K - $372K
|
75.5K
$6.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.94KNew |
$325K - $362K
|
5.94K
$488K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
5.93K+ 40.98% |
$325K - $362K
|
20.4K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
5.92K+ 80.05% |
$324K - $361K
|
13.3K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.51K+ 1.5% |
$302K - $336K
|
372K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.43K+ 8.04% |
$297K - $331K
|
73K
$6M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.43KNew |
$297K - $331K
|
5.43K
$446K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.21KNew |
$285K - $318K
|
5.21K
$429K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.15K+ 2.04% |
$282K - $314K
|
257K
$21.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.95K+ 11.8% |
$271K - $302K
|
46.9K
$3.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.91KNew |
$269K - $299K
|
4.91K
$403K
|