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
Jan 30, 2024 Q2 2023	Dgs Capital Management, LLC	BUY	-	4.82K + 84.48%	$264K - $294K	10.5K $950K
Jul 24, 2023 Q2 2023	Retirement Planning Group	BUY	-	4.63K New	$253K - $282K	4.63K $417K
Aug 09, 2023 Q2 2023	Ellevest, Inc.	BUY	-	4.62K + 5368.6%	$253K - $282K	4.7K $424K
Aug 14, 2023 Q2 2023	Investors Research Corp	BUY	-	4.55K + 3.83%	$249K - $278K	123K $11.1M
Aug 11, 2023 Q2 2023	Avantax Advisory Services, Inc.	BUY	-	4.53K + 5.86%	$248K - $276K	81.7K $7.37M
Aug 01, 2023 Q2 2023	Carson Allaria Wealth Management, Ltd.	BUY	-	4.52K + 2.68%	$248K - $276K	173K $15.6M
Aug 03, 2023 Q2 2023	Bristlecone Advisors, LLC	BUY	-	4.49K + 16.2%	$246K - $274K	32.2K $2.9M
Aug 14, 2023 Q2 2023	American Trust Lexington, KY	BUY	-	4.46K + 8.2%	$244K - $272K	58.8K $5.31M
Aug 11, 2023 Q2 2023	Empirical Financial Services, LLC D.B.A. Empirical Wealth Management	BUY	-	4.39K New	$240K - $268K	4.39K $396K
Aug 14, 2023 Q2 2023	Royal Bank Of Canada Toronto, A6	BUY	-	4.38K + 0.32%	$240K - $267K	1.38M $124M
Jul 27, 2023 Q2 2023	J.W. Cole Advisors, Inc.	BUY	-	4.35K + 16.15%	$238K - $265K	31.3K $2.82M
Aug 11, 2023 Q2 2023	Cibc World Market Inc. Toronto, A6	BUY	-	4.31K New	$236K - $263K	4.31K $389K
Aug 14, 2023 Q2 2023	Balentine LLC Atlanta, GA	BUY	-	4.27K New	$234K - $261K	4.27K $385K
Jul 18, 2023 Q2 2023	Wealth Enhancement & Preservation Of Ga, LLC Alpharetta, GA	BUY	-	4.2K New	$230K - $256K	4.2K $379K
Aug 14, 2023 Q2 2023	One Capital Management, LLC Westlake Village, CA	BUY	-	4.17K + 1.12%	$228K - $254K	375K $33.8M
Aug 10, 2023 Q2 2023	Cibc Private Wealth Group, LLC	BUY	-	4.16K + 12.75%	$228K - $254K	36.8K $3.32M
Jul 21, 2023 Q2 2023	Stiles Financial Services Inc	BUY	-	4.13K New	$226K - $252K	4.13K $372K
Aug 11, 2023 Q2 2023	Regal Investment Advisors LLC Kentwood, MI	BUY	-	4.1K + 24.5%	$225K - $250K	20.8K $1.88M
Jul 24, 2023 Q2 2023	Accurate Wealth Management, LLC	BUY	-	4K New	$219K - $244K	4K $361K
Jul 31, 2023 Q2 2023	Ausdal Financial Partners, Inc. Davenport, IA	BUY	-	4K + 7.35%	$219K - $244K	58.4K $5.27M
Jul 13, 2023 Q2 2023	Gen Wealth Group, Inc.	BUY	-	3.95K + 3.52%	$216K - $241K	116K $10.5M
Aug 10, 2023 Q2 2023	Probity Advisors, Inc. Dallas, TX	BUY	-	3.94K + 3.86%	$216K - $240K	106K $9.55M
Aug 14, 2023 Q2 2023	Cerity Partners LLC New York, NY	BUY	-	3.91K + 7.4%	$214K - $239K	56.7K $5.12M
Jul 26, 2023 Q2 2023	Simplicity Wealth,Llc	BUY	-	3.89K + 44.12%	$213K - $238K	12.7K $1.15M
Jul 19, 2023 Q2 2023	Snider Financial Group Bellevue, WA	BUY	-	3.87K New	$212K - $236K	3.87K $349K
Jul 13, 2023 Q2 2023	Riversedge Advisors, LLC	BUY	-	3.84K + 0.94%	$210K - $234K	412K $37.1M
Jul 24, 2023 Q2 2023	Marion Wealth Management	BUY	-	3.8K + 4.85%	$208K - $232K	82.2K $7.42M
Jul 06, 2023 Q2 2023	Impac Tfolio, LLC	BUY	-	3.8K New	$208K - $232K	3.8K $343K
Aug 10, 2023 Q2 2023	Geo Wealth Management, LLC Chicago, IL	BUY	-	3.76K + 37.53%	$206K - $229K	13.8K $1.24M
Aug 03, 2023 Q2 2023	Headlands Technologies LLC Chicago, IL	BUY	-	3.75K New	$205K - $229K	3.75K $338K
Aug 11, 2023 Q2 2023	Capital Analysts, LLC Fort Washington, PA	BUY	-	3.73K + 3.17%	$204K - $228K	121K $11M
Aug 01, 2023 Q2 2023	Sanchez Wealth Management Group	BUY	-	3.7K + 8.29%	$203K - $226K	48.4K $4.36M
Aug 03, 2023 Q2 2023	Wny Asset Management, LLC Williamsville, NY	BUY	-	3.65K + 19.44%	$200K - $223K	22.4K $2.02M
Jul 10, 2023 Q2 2023	Sound Income Strategies, LLC	BUY	-	3.61K + 621.17%	$198K - $220K	4.19K $378K
Jul 17, 2023 Q2 2023	Procyon Advisors, LLC	BUY	-	3.6K New	$197K - $220K	3.6K $325K
Aug 14, 2023 Q2 2023	Pathstone Family Office, LLC Englewood, NJ	BUY	-	3.5K New	$191K - $213K	3.5K $315K
Aug 14, 2023 Q2 2023	Flputnam Investment Management CO Portland, ME	BUY	-	3.47K New	$190K - $212K	3.47K $313K
Jul 25, 2023 Q2 2023	Olistico Wealth, LLC Tulsa, OK	BUY	-	3.45K New	$189K - $210K	3.45K $311K
Jul 26, 2023 Q2 2023	Diversified, LLC	BUY	-	3.41K New	$187K - $208K	3.41K $307K
Jul 25, 2023 Q2 2023	Lex Aurum Advisors, LLC	BUY	-	3.38K + 5.45%	$185K - $206K	65.4K $5.9M
Jul 20, 2023 Q2 2023	Flagship Private Wealth, LLC	BUY	-	3.32K New	$182K - $202K	3.32K $299K
Jul 25, 2023 Q2 2023	Org Partners LLC Roanoke, IN	BUY	-	3.28K New	$180K - $200K	3.28K $296K
Aug 02, 2023 Q2 2023	Flynn Zito Capital Management, LLC	BUY	-	3.26K + 2.05%	$178K - $199K	162K $14.6M
May 15, 2024 Q2 2023	Global Financial Private Client, LLC Sarasota, FL	BUY	-	3.07K New	$168K - $187K	3.07K $276K
Aug 11, 2023 Q2 2023	Woodard & CO Asset Management Group Inc Bermuda Run, NC	BUY	-	3.05K New	$167K - $186K	3.05K $275K
Jul 31, 2023 Q2 2023	Money Concepts Capital Corp	BUY	-	3.02K + 37.67%	$165K - $184K	11K $996K
Aug 14, 2023 Q2 2023	Gateway Wealth Partners, LLC Appleton, WI	BUY	-	2.96K + 10.74%	$162K - $181K	30.5K $2.75M
Jul 20, 2023 Q2 2023	Nvest Financial, LLC	BUY	-	2.82K + 12.17%	$154K - $172K	26K $2.34M
Jul 12, 2023 Q2 2023	Burke & Herbert Bank & Trust CO	BUY	-	2.77K + 8.92%	$152K - $169K	33.8K $3.05M
Aug 13, 2024 Q2 2023	Glen Eagle Advisors, LLC Kingston, NJ	BUY	-	2.67K + 23.27%	$146K - $163K	14.2K $1.28M

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Account

Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPYG)

4.82K

4.63K

4.62K

4.55K

4.53K

4.52K

4.49K

4.46K

4.39K

4.38K

4.35K

4.31K

4.27K

4.2K

4.17K

4.16K

4.13K

4.1K

4K

4K

3.95K

3.94K

3.91K

3.89K

3.87K

3.84K

3.8K

3.8K

3.76K

3.75K

3.73K

3.7K

3.65K

3.61K

3.6K

3.5K

3.47K

3.45K

3.41K

3.38K

3.32K

3.28K

3.26K

3.07K

3.05K

3.02K

2.96K

2.82K

2.77K

2.67K

Track Institutional and Insider Activities on SPYG

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Insider Trading

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