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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-795- 3.04% |
$46.9K - $50K
|
25.3K
$2.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-797- 46.97% |
$47K - $50.1K
|
900
$81.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-811- 1.24% |
$47.8K - $51K
|
64.6K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-827- 3.09% |
$48.8K - $52K
|
26K
$2.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-933- 14.96% |
$55K - $58.7K
|
5.3K
$478K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-963- 1.22% |
$56.8K - $60.6K
|
77.9K
$7.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-991- 20.0% |
$58.4K - $62.3K
|
3.96K
$358K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 3.43% |
$59K - $62.9K
|
28.2K
$2.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-1K- 1.93% |
$59.1K - $63K
|
51K
$4.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.05K- 3.72% |
$61.9K - $66K
|
27.2K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 3.67% |
$67.9K - $72.4K
|
30.3K
$2.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.22K- 12.21% |
$71.8K - $76.6K
|
8.76K
$790K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.24K- 5.42% |
$73.1K - $77.9K
|
21.6K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 4.54% |
$75.8K - $80.8K
|
27K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.32K- 9.46% |
$77.7K - $82.8K
|
12.6K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.36K- 19.52% |
$80K - $85.3K
|
5.59K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.36K- 6.73% |
$80.3K - $85.6K
|
18.8K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.39K- 0.22% |
$81.7K - $87.2K
|
633K
$57.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.4K- 22.42% |
$82.7K - $88.2K
|
4.85K
$438K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.44K- 27.41% |
$85K - $90.7K
|
3.82K
$344K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.46K- 7.15% |
$86K - $91.7K
|
18.9K
$1.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-1.47K- 8.33% |
$86.4K - $92.1K
|
16.1K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.51K- 41.72% |
$88.9K - $94.8K
|
2.11K
$190K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.6K- 1.1% |
$94.1K - $100K
|
144K
$13M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.65K- 3.41% |
$97.5K - $104K
|
46.9K
$4.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.72K- 0.86% |
$101K - $108K
|
198K
$17.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.76K- 2.91% |
$104K - $110K
|
58.6K
$5.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.8K- 0.24% |
$106K - $113K
|
735K
$66.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.9K- 7.95% |
$112K - $119K
|
22K
$1.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.99K- 18.77% |
$118K - $125K
|
8.63K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-2.03K- 3.05% |
$120K - $128K
|
64.4K
$5.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.04K- 2.62% |
$120K - $128K
|
75.9K
$6.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.23K- 2.35% |
$132K - $140K
|
92.7K
$8.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-2.25K- 7.01% |
$133K - $142K
|
29.9K
$2.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.28K- 4.07% |
$134K - $143K
|
53.6K
$4.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.31K- 11.49% |
$136K - $145K
|
17.8K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.32K- 2.3% |
$137K - $146K
|
98.6K
$8.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.37K- 1.32% |
$140K - $149K
|
176K
$15.9M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.38K- 13.14% |
$140K - $150K
|
15.7K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-2.39K- 2.09% |
$141K - $150K
|
112K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-2.4K- 1.08% |
$142K - $151K
|
220K
$19.9M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.42K- 2.19% |
$143K - $152K
|
108K
$9.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.42K- 2.19% |
$143K - $152K
|
108K
$9.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.49K- 2.13% |
$147K - $157K
|
114K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.56K- 3.63% |
$151K - $161K
|
67.8K
$6.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 37.46% |
$157K - $168K
|
4.45K
$401K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.72K- 10.43% |
$160K - $171K
|
23.3K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.75K- 0.73% |
$162K - $173K
|
373K
$33.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.81K- 2.94% |
$166K - $177K
|
92.8K
$8.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.84K- 36.08% |
$168K - $179K
|
5.04K
$455K
|