Purchases and Sales Made in Q3 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-25- 0.04% |
$1.47K - $1.57K
|
68.3K
$6.2M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-30- 0.15% |
$1.77K - $1.89K
|
20.5K
$1.86M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-31- 0.74% |
$1.83K - $1.95K
|
4.13K
$375K
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-32- 0.34% |
$1.89K - $2.01K
|
9.45K
$858K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.0% |
$2.36K - $2.52K
|
3.97K
$360K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-40- 0.93% |
$2.36K - $2.52K
|
4.27K
$388K
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-47- 0.31% |
$2.77K - $2.96K
|
15.3K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-48- 0.91% |
$2.83K - $3.02K
|
5.22K
$474K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-48- 0.3% |
$2.83K - $3.02K
|
15.8K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-49- 2.4% |
$2.89K - $3.08K
|
2K
$181K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-55Closed |
$3.24K - $3.46K
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-64- 0.36% |
$3.77K - $4.02K
|
17.6K
$1.6M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-70- 0.39% |
$4.13K - $4.4K
|
17.7K
$1.61M
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-82- 1.55% |
$4.84K - $5.16K
|
5.22K
$474K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-90- 83.33% |
$5.31K - $5.66K
|
18
$1.63K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-99- 0.17% |
$5.84K - $6.23K
|
59.6K
$5.42M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-100- 0.65% |
$5.9K - $6.29K
|
15.4K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 2.25% |
$5.9K - $6.29K
|
4.35K
$395K
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-103- 1.05% |
$6.07K - $6.48K
|
9.69K
$880K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-103- 1.42% |
$6.07K - $6.48K
|
7.14K
$648K
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-105- 1.09% |
$6.19K - $6.6K
|
9.51K
$864K
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-117- 2.69% |
$6.9K - $7.36K
|
4.23K
$384K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-123- 1.17% |
$7.25K - $7.74K
|
10.4K
$940K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-135- 2.2% |
$7.96K - $8.49K
|
6K
$545K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-140- 2.02% |
$8.26K - $8.8K
|
6.79K
$616K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-145- 17.47% |
$8.55K - $9.12K
|
685
$62.2K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-147- 0.83% |
$8.67K - $9.24K
|
17.6K
$1.59M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-153- 3.58% |
$9.02K - $9.62K
|
4.12K
$374K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-160- 2.83% |
$9.44K - $10.1K
|
5.5K
$500K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-161- 7.53% |
$9.49K - $10.1K
|
1.98K
$180K
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-174- 4.5% |
$10.3K - $10.9K
|
3.7K
$336K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-181- 6.62% |
$10.7K - $11.4K
|
2.55K
$232K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-187- 75.1% |
$11K - $11.8K
|
62
$5.63K
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-202- 3.37% |
$11.9K - $12.7K
|
5.79K
$525K
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-203- 0.13% |
$12K - $12.8K
|
162K
$14.7M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-206- 1.68% |
$12.1K - $13K
|
12.1K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-210- 2.88% |
$12.4K - $13.2K
|
7.09K
$644K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-211- 63.94% |
$12.4K - $13.3K
|
119
$10.8K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-213- 0.69% |
$12.6K - $13.4K
|
30.8K
$2.8M
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-216- 0.87% |
$12.7K - $13.6K
|
24.6K
$2.24M
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-226- 2.58% |
$13.3K - $14.2K
|
8.53K
$775K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-229- 2.96% |
$13.5K - $14.4K
|
7.51K
$682K
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-235- 2.15% |
$13.9K - $14.8K
|
10.7K
$972K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-240- 3.74% |
$14.2K - $15.1K
|
6.17K
$560K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-252- 88.42% |
$14.9K - $15.8K
|
33
$3K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-268- 4.39% |
$15.8K - $16.9K
|
5.84K
$530K
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-269- 5.62% |
$15.9K - $16.9K
|
4.52K
$411K
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-276- 2.09% |
$16.3K - $17.4K
|
13K
$1.18M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-278- 1.59% |
$16.4K - $17.5K
|
17.2K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-281- 3.27% |
$16.6K - $17.7K
|
8.32K
$755K
|