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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27+ 0.26% |
$1.48K - $1.65K
|
10.6K
$952K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
27+ 0.56% |
$1.48K - $1.65K
|
4.86K
$438K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
20+ 0.07% |
$1.1K - $1.22K
|
29.4K
$2.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20+ 0.41% |
$1.1K - $1.22K
|
4.9K
$442K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
18+ 0.3% |
$986 - $1.1K
|
6.07K
$547K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.34% |
$876 - $976
|
4.7K
$424K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.2% |
$821 - $915
|
7.69K
$693K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.27% |
$767 - $854
|
5.15K
$465K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.19% |
$767 - $854
|
7.27K
$655K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.32% |
$712 - $793
|
4.09K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
12+ 0.3% |
$657 - $732
|
4K
$361K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12+ 0.15% |
$657 - $732
|
8.27K
$746K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
10+ 0.19% |
$548 - $610
|
5.26K
$475K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
9+ 0.18% |
$493 - $549
|
5.14K
$464K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.13% |
$329 - $366
|
4.47K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.01% |
$329 - $366
|
78.9K
$7.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$274 - $305
|
1.78K
$161K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.57% |
$219 - $244
|
702
$63.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$110 - $122
|
5.5K
$496K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.02% |
$110 - $122
|
11.8K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$110 - $122
|
2.05K
$185K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2+ 0.05% |
$110 - $122
|
4.31K
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.06% |
$54.8 - $61
|
1.65K
$149K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$54.8 - $61
|
6.48K
$585K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.31% |
$54.8 - $61
|
327
$29.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.01% |
$54.8 - $61
|
9.33K
$842K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 1.79% |
$54.8 - $61
|
57
$5.14K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4- 0.1% |
$219 - $244
|
3.84K
$347K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7- 10.61% |
$383 - $427
|
59
$5.32K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8- 0.39% |
$438 - $488
|
2.03K
$183K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14- 0.04% |
$767 - $854
|
31.4K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 17.58% |
$876 - $976
|
75
$6.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-18- 0.18% |
$986 - $1.1K
|
9.86K
$890K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-18- 2.06% |
$986 - $1.1K
|
857
$77.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-27- 0.45% |
$1.48K - $1.65K
|
5.99K
$540K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-34- 0.1% |
$1.86K - $2.07K
|
33.3K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-36- 0.74% |
$1.97K - $2.2K
|
4.84K
$436K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-51- 3.18% |
$2.79K - $3.11K
|
1.55K
$140K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-52- 1.0% |
$2.85K - $3.17K
|
5.17K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-55- 2.62% |
$3.01K - $3.36K
|
2.05K
$184K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.75% |
$3.01K - $3.36K
|
7.24K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-59- 0.23% |
$3.23K - $3.6K
|
26K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-64- 0.55% |
$3.5K - $3.9K
|
11.5K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-66- 1.77% |
$3.61K - $4.03K
|
3.66K
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-73- 0.26% |
$4K - $4.45K
|
28K
$2.53M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-73- 0.98% |
$4K - $4.45K
|
7.38K
$665K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-74- 1.19% |
$4.05K - $4.51K
|
6.13K
$553K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-88- 1.98% |
$4.82K - $5.37K
|
4.35K
$392K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-88- 0.2% |
$4.82K - $5.37K
|
43K
$3.88M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-90- 8.7% |
$4.93K - $5.49K
|
945
$85.2K
|