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

SPYG Quotes by TradingView

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
Fiduciary Trust CO

Boston, MA
BUY
 -
2.67K
+ 59.91%
$146K - $163K
7.12K $642K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.62K
+ 11.12%
$143K - $160K
26.1K $2.36M
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
2.45K
+ 1.19%
$134K - $149K
208K $18.8M
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
2.42K
+ 9.9%
$133K - $148K
26.9K $2.43M
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
2.4K
+ 12.02%
$131K - $146K
22.4K $2.02M
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.38K
+ 16.85%
$130K - $145K
16.5K $1.49M
Aug 11, 2023 Q2 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
2.37K
+ 2.05%
$130K - $145K
118K $10.7M
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
2.36K
+ 4.41%
$129K - $144K
55.8K $5.04M
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
2.32K
+ 7.16%
$127K - $142K
34.8K $3.14M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.28K
+ 18.0%
$125K - $139K
15K $1.35M
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2.06K
+ 1.32%
$113K - $126K
158K $14.3M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
2.05K
+ 131.84%
$112K - $125K
3.61K $326K
Aug 15, 2023 Q2 2023
Girard Partners Ltd.

BUY
 -
2.05K
+ 3.24%
$112K - $125K
65.2K $5.88M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2K
+ 0.77%
$109K - $122K
262K $23.6M
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.94K
+ 8.23%
$106K - $118K
25.5K $2.3M
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
1.88K
+ 7.75%
$103K - $114K
26.1K $2.35M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.82K
+ 35.53%
$99.7K - $111K
6.95K $627K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
1.78K
New
$97.5K - $109K
1.78K $161K
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

BUY
 -
1.75K
+ 17.81%
$95.8K - $107K
11.6K $1.04M
Jul 19, 2023 Q2 2023
Bcs Wealth Management

BUY
 -
1.75K
+ 2.44%
$95.7K - $107K
73.2K $6.6M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.7K
New
$93.3K - $104K
1.7K $154K
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
1.67K
+ 1.71%
$91.6K - $102K
99.5K $8.98M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.64K
+ 20.81%
$89.8K - $100K
9.51K $858K
Aug 03, 2023 Q2 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
1.64K
+ 1.82%
$89.8K - $100K
91.7K $8.27M
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
1.57K
+ 0.31%
$86.1K - $95.9K
509K $45.9M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
1.57K
+ 2.98%
$86K - $95.8K
54.4K $4.9M
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.42K
+ 37.11%
$78K - $86.9K
5.26K $475K
Aug 07, 2023 Q2 2023
Rede Wealth, LLC

BUY
 -
1.42K
+ 7.06%
$77.8K - $86.7K
21.5K $1.94M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
1.37K
+ 1.27%
$74.9K - $83.5K
109K $9.86M
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
1.32K
New
$72.1K - $80.4K
1.32K $119K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.24K
+ 12.14%
$68.1K - $75.8K
11.5K $1.04M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
1.24K
+ 9.23%
$68K - $75.8K
14.7K $1.33M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.19K
+ 3.38%
$65.3K - $72.7K
36.5K $3.29M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
1.12K
+ 6.2%
$61.3K - $68.3K
19.2K $1.73M
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
1.12K
+ 10.89%
$61.2K - $68.1K
11.4K $1.03M
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
1.1K
+ 0.97%
$60K - $66.9K
114K $10.3M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
1.08K
+ 29.24%
$58.9K - $65.6K
4.75K $429K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.07K
+ 4.03%
$58.5K - $65.2K
27.6K $2.49M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
971
+ 0.1%
$53.2K - $59.2K
932K $84M
Jul 19, 2023 Q2 2023
Wallington Asset Management, LLC

BUY
 -
955
+ 11.29%
$52.3K - $58.3K
9.42K $849K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
948
+ 18.96%
$51.9K - $57.8K
5.95K $537K
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
930
+ 6.53%
$50.9K - $56.7K
15.2K $1.37M
Aug 04, 2023 Q2 2023
N.E.W. Advisory Services LLC

BUY
 -
850
+ 2.53%
$46.5K - $51.9K
34.4K $3.11M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
821
+ 3.84%
$45K - $50.1K
22.2K $2M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

BUY
 -
788
+ 0.64%
$43.2K - $48.1K
124K $11.2M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
783
New
$42.9K - $47.8K
783 $70.6K
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
757
+ 5.85%
$41.5K - $46.2K
13.7K $1.23M
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
748
+ 7.34%
$41K - $45.6K
10.9K $987K
Aug 02, 2023 Q2 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
745
+ 2.23%
$40.8K - $45.5K
34.1K $3.08M

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