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
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.78K+ 8.66% |
$400K - $427K
|
85.1K
$7.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
6.59K+ 1.13% |
$388K - $414K
|
588K
$53M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.58K+ 10.69% |
$388K - $414K
|
68.1K
$6.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.55K+ 22.63% |
$386K - $412K
|
35.5K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.43K+ 343.93% |
$379K - $404K
|
8.3K
$748K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
6.36K+ 253.81% |
$375K - $400K
|
8.87K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.99KNew |
$353K - $377K
|
5.99K
$540K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
5.92K+ 449.43% |
$349K - $372K
|
7.24K
$653K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.79K+ 8.93% |
$341K - $364K
|
70.6K
$6.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.72KNew |
$337K - $360K
|
5.72K
$516K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.71KNew |
$337K - $359K
|
5.71K
$515K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.55K+ 1.45% |
$327K - $349K
|
387K
$34.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
5.4K+ 3.05% |
$319K - $340K
|
183K
$16.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.4K+ 74.45% |
$318K - $340K
|
12.7K
$1.14M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.32K+ 120.92% |
$314K - $334K
|
9.71K
$876K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.23KNew |
$309K - $329K
|
5.23K
$472K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
5.2K+ 21.95% |
$307K - $327K
|
28.9K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.13K+ 5.62% |
$303K - $323K
|
96.5K
$8.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.95KNew |
$292K - $311K
|
4.95K
$446K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.88KNew |
$288K - $307K
|
4.88K
$440K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.76K+ 6.31% |
$281K - $299K
|
80.2K
$7.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
4.72KNew |
$278K - $297K
|
4.72K
$425K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4.71K+ 3.81% |
$277K - $296K
|
128K
$11.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.69K+ 2.96% |
$277K - $295K
|
163K
$14.7M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.67K+ 7.18% |
$276K - $294K
|
69.7K
$6.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.58K+ 14.23% |
$270K - $288K
|
36.8K
$3.32M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
4.56KNew |
$269K - $287K
|
4.56K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.56KNew |
$269K - $287K
|
4.56K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.49K+ 21.53% |
$264K - $282K
|
25.3K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
4.41K+ 20.46% |
$260K - $277K
|
26K
$2.34M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.34K+ 7.71% |
$256K - $273K
|
60.7K
$5.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.29K+ 0.59% |
$253K - $270K
|
736K
$66.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.16K+ 1.62% |
$245K - $262K
|
262K
$23.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.96K+ 2.28% |
$234K - $249K
|
177K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.91K+ 4.2% |
$231K - $246K
|
97K
$8.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.9K+ 3.87% |
$230K - $245K
|
105K
$9.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.89K+ 3.06% |
$229K - $244K
|
131K
$11.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.85K+ 1.93% |
$227K - $242K
|
203K
$18.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.82KNew |
$225K - $240K
|
3.82K
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.79KNew |
$224K - $238K
|
3.79K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$221K - $236K
|
3.75K
$338K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
3.68KNew |
$217K - $232K
|
3.68K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.67K+ 6.1% |
$216K - $231K
|
63.9K
$5.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.59K+ 4.9% |
$212K - $226K
|
76.8K
$6.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.55K+ 0.82% |
$209K - $223K
|
434K
$39.2M
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.4K+ 1.1% |
$200K - $214K
|
313K
$28.2M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.39KNew |
$200K - $213K
|
3.39K
$306K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.36K+ 3.76% |
$198K - $212K
|
92.8K
$8.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.31K+ 1.61% |
$195K - $208K
|
209K
$18.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.2K+ 3.92% |
$189K - $201K
|
84.9K
$7.66M
|