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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-18- 0.34% |
$1.03K - $1.18K
|
5.25K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19- 0.34% |
$1.08K - $1.24K
|
5.57K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-20- 0.45% |
$1.14K - $1.31K
|
4.44K
$403K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-25- 0.29% |
$1.43K - $1.63K
|
8.6K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.57% |
$1.43K - $1.63K
|
4.33K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-27- 0.64% |
$1.54K - $1.76K
|
4.2K
$382K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-40- 0.6% |
$2.28K - $2.61K
|
6.66K
$605K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-40- 0.31% |
$2.28K - $2.61K
|
12.9K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-49- 1.23% |
$2.79K - $3.2K
|
3.92K
$356K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 3.22% |
$2.85K - $3.27K
|
1.5K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-51- 0.98% |
$2.91K - $3.33K
|
5.17K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-53- 0.16% |
$3.02K - $3.46K
|
32.8K
$2.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-54- 0.39% |
$3.08K - $3.53K
|
13.7K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-61- 0.72% |
$3.48K - $3.98K
|
8.36K
$759K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-61- 0.9% |
$3.48K - $3.98K
|
6.72K
$611K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-66- 0.05% |
$3.76K - $4.31K
|
121K
$11M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-69- 0.68% |
$3.93K - $4.51K
|
10.1K
$916K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-77- 1.25% |
$4.39K - $5.03K
|
6.1K
$554K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-79- 1.35% |
$4.5K - $5.16K
|
5.79K
$526K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-80- 1.66% |
$4.56K - $5.22K
|
4.73K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 3.65% |
$4.68K - $5.35K
|
2.16K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-85- 0.67% |
$4.85K - $5.55K
|
12.6K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-90- 1.66% |
$5.13K - $5.88K
|
5.34K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-90- 3.53% |
$5.13K - $5.88K
|
2.46K
$224K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-93- 1.09% |
$5.3K - $6.07K
|
8.44K
$766K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-95- 2.1% |
$5.42K - $6.2K
|
4.42K
$401K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 49.5% |
$5.64K - $6.46K
|
101
$9.17K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-101- 0.93% |
$5.76K - $6.6K
|
10.7K
$976K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-103- 13.7% |
$5.87K - $6.73K
|
649
$58.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-113- 2.65% |
$6.44K - $7.38K
|
4.16K
$377K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-120- 7.32% |
$6.84K - $7.84K
|
1.52K
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-129- 0.38% |
$7.36K - $8.42K
|
34.1K
$3.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-131- 84.52% |
$7.47K - $8.55K
|
24
$2.18K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-133- 2.54% |
$7.58K - $8.68K
|
5.1K
$463K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-145- 0.9% |
$8.27K - $9.47K
|
16K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-150- 1.1% |
$8.55K - $9.8K
|
13.4K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-154- 1.13% |
$8.78K - $10.1K
|
13.5K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-158- 3.52% |
$9.01K - $10.3K
|
4.33K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-170- 0.62% |
$9.69K - $11.1K
|
27.4K
$2.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-176- 0.84% |
$10K - $11.5K
|
20.7K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-196- 36.1% |
$11.2K - $12.8K
|
347
$31.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-202- 2.01% |
$11.5K - $13.2K
|
9.86K
$896K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-209- 2.93% |
$11.9K - $13.6K
|
6.93K
$629K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-225- 5.68% |
$12.8K - $14.7K
|
3.74K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-226- 0.78% |
$12.9K - $14.8K
|
28.9K
$2.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-260- 3.46% |
$14.8K - $17K
|
7.25K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-266- 2.13% |
$15.2K - $17.4K
|
12.2K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-268- 1.31% |
$15.3K - $17.5K
|
20.2K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-269- 82.01% |
$15.3K - $17.6K
|
59
$5.36K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-275- 4.2% |
$15.7K - $18K
|
6.27K
$569K
|