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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.91K- 4.03% |
$172K - $183K
|
69.3K
$6.25M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.93K- 4.46% |
$173K - $184K
|
62.7K
$5.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.99K- 2.29% |
$176K - $188K
|
127K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.01K- 2.48% |
$177K - $189K
|
118K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.34K- 2.87% |
$197K - $210K
|
113K
$10.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-3.35K- 4.4% |
$198K - $211K
|
72.8K
$6.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.45K- 27.13% |
$203K - $217K
|
9.27K
$836K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 0.89% |
$205K - $219K
|
389K
$35.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 1.99% |
$207K - $221K
|
173K
$15.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.62K- 86.47% |
$214K - $228K
|
567
$51.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.63K- 4.13% |
$214K - $228K
|
84.3K
$7.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 30.29% |
$215K - $230K
|
8.4K
$758K
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.67K- 1.84% |
$216K - $231K
|
196K
$17.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.71K- 2.52% |
$219K - $234K
|
144K
$13M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.8K- 3.98% |
$224K - $239K
|
91.6K
$8.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.8K- 1.57% |
$224K - $239K
|
238K
$21.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.94K- 7.31% |
$233K - $248K
|
50K
$4.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.04K- 0.86% |
$238K - $254K
|
466K
$42M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.14K- 40.64% |
$244K - $260K
|
6.04K
$545K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.29K- 40.67% |
$253K - $270K
|
6.26K
$565K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4.32K- 48.4% |
$255K - $272K
|
4.61K
$415K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.35K- 10.11% |
$256K - $273K
|
38.7K
$3.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-4.45K- 6.82% |
$262K - $280K
|
60.8K
$5.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.86K- 4.66% |
$286K - $305K
|
99.4K
$8.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-4.94K- 6.12% |
$291K - $311K
|
75.8K
$6.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.05K- 1.01% |
$298K - $318K
|
494K
$44.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 5.6% |
$300K - $320K
|
85.7K
$7.73M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.19KClosed |
$306K - $326K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-5.29K- 6.76% |
$312K - $333K
|
73K
$6.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-5.37K- 33.94% |
$316K - $338K
|
10.4K
$942K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.59K- 1.34% |
$330K - $351K
|
411K
$37.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.62K- 14.81% |
$331K - $353K
|
32.3K
$2.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-5.84K- 17.48% |
$344K - $367K
|
27.6K
$2.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-5.92K- 91.59% |
$349K - $372K
|
543
$49K
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.99K- 2.3% |
$353K - $377K
|
255K
$23M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.43K- 12.96% |
$379K - $404K
|
43.2K
$3.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-6.55K- 4.7% |
$386K - $412K
|
133K
$12M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-6.65K- 1.96% |
$392K - $418K
|
332K
$30M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-6.88K- 5.53% |
$406K - $432K
|
117K
$10.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7.07K- 15.79% |
$417K - $445K
|
37.7K
$3.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-7.32K- 21.25% |
$432K - $460K
|
27.1K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.34K- 6.26% |
$433K - $461K
|
110K
$9.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7.37K- 27.39% |
$435K - $463K
|
19.5K
$1.76M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.61K- 12.94% |
$449K - $479K
|
51.2K
$4.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.66K- 13.7% |
$452K - $482K
|
48.3K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.91K- 1.02% |
$467K - $498K
|
772K
$69.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-8.3K- 1.08% |
$490K - $522K
|
764K
$68.9M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-8.33K- 2.54% |
$491K - $524K
|
319K
$28.8M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8.36K- 2.96% |
$493K - $526K
|
274K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.61K- 2.31% |
$508K - $542K
|
364K
$32.9M
|