Purchases and Sales Made in Q4 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
40+ 0.97% |
$2.28K - $2.61K
|
4.16K
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
39+ 6.04% |
$2.22K - $2.55K
|
685
$62.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38+ 0.63% |
$2.17K - $2.48K
|
6.08K
$552K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
36+ 0.11% |
$2.05K - $2.35K
|
32.7K
$2.97M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
35+ 0.3% |
$2K - $2.29K
|
11.9K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
35New |
$2K - $2.29K
|
35
$3.18K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
35+ 4.03% |
$2K - $2.29K
|
904
$82.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
35+ 0.65% |
$2K - $2.29K
|
5.41K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
34+ 0.36% |
$1.94K - $2.22K
|
9.48K
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34+ 0.05% |
$1.94K - $2.22K
|
64.4K
$5.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
34+ 5.75% |
$1.94K - $2.22K
|
625
$56.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$1.88K - $2.15K
|
33
$3K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30New |
$1.71K - $1.96K
|
30
$2.72K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
30+ 0.27% |
$1.71K - $1.96K
|
11.3K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26New |
$1.48K - $1.7K
|
26
$2.36K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25New |
$1.43K - $1.63K
|
25
$2.27K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
24+ 0.25% |
$1.37K - $1.57K
|
9.54K
$866K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
24+ 0.44% |
$1.37K - $1.57K
|
5.53K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18New |
$1.03K - $1.18K
|
18
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17+ 1.17% |
$969 - $1.11K
|
1.47K
$134K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 40.48% |
$969 - $1.11K
|
59
$5.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
17+ 2.97% |
$969 - $1.11K
|
589
$53.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
16New |
$912 - $1.04K
|
16
$1.45K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
13+ 0.32% |
$741 - $849
|
4.12K
$374K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.32% |
$741 - $849
|
4.12K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12+ 0.32% |
$684 - $784
|
3.77K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.23% |
$684 - $784
|
5.18K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.24% |
$684 - $784
|
4.98K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.11% |
$627 - $718
|
9.66K
$877K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
6+ 0.03% |
$342 - $392
|
22.2K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$342 - $392
|
6
$545
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.02% |
$285 - $327
|
23.8K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.12% |
$285 - $327
|
4.14K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
5New |
$285 - $327
|
5
$454
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.03% |
$228 - $261
|
11.8K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.31% |
$171 - $196
|
969
$88K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.03% |
$114 - $131
|
7.6K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.52% |
$57 - $65.3
|
193
$17.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.3% |
$57 - $65.3
|
331
$30.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.0% |
$57 - $65.3
|
44.5K
$4.04M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-2- -0.0% |
$114 - $131
|
255K
$23.1M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-5- 0.73% |
$285 - $327
|
680
$61.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-6- 0.16% |
$342 - $392
|
3.69K
$335K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7- 0.16% |
$399 - $457
|
4.3K
$390K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-7- 0.06% |
$399 - $457
|
12.3K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-8- 0.01% |
$456 - $522
|
60.8K
$5.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-12- 0.32% |
$684 - $784
|
3.79K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-15- 0.27% |
$855 - $980
|
5.51K
$501K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-16- 0.41% |
$912 - $1.04K
|
3.84K
$349K
|