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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-283- 1.75% |
$16.1K - $18.5K
|
15.9K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-287- 1.3% |
$16.4K - $18.7K
|
21.7K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-298- 0.47% |
$17K - $19.5K
|
63.2K
$5.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-298- 0.16% |
$17K - $19.5K
|
183K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-300- 4.68% |
$17.1K - $19.6K
|
6.12K
$555K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-320- 9.31% |
$18.2K - $20.9K
|
3.12K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-320- 1.38% |
$18.2K - $20.9K
|
22.9K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-325- 5.27% |
$18.5K - $21.2K
|
5.85K
$531K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-330- 3.68% |
$18.8K - $21.5K
|
8.65K
$785K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-331- 0.48% |
$18.9K - $21.6K
|
68.9K
$6.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-351- 17.75% |
$20K - $22.9K
|
1.63K
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-373- 10.17% |
$21.3K - $24.4K
|
3.3K
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-375- 2.48% |
$21.4K - $24.5K
|
14.7K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-394- 8.12% |
$22.5K - $25.7K
|
4.46K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-404- 6.71% |
$23K - $26.4K
|
5.62K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-412- 22.86% |
$23.5K - $26.9K
|
1.39K
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-432- 3.62% |
$24.6K - $28.2K
|
11.5K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-435- 9.75% |
$24.8K - $28.4K
|
4.03K
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-436- 3.21% |
$24.9K - $28.5K
|
13.1K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-452- 0.67% |
$25.8K - $29.5K
|
67.4K
$6.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-455- 3.54% |
$25.9K - $29.7K
|
12.4K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-456- 1.71% |
$26K - $29.8K
|
26.2K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-473- 0.91% |
$27K - $30.9K
|
51.4K
$4.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-482- 4.99% |
$27.5K - $31.5K
|
9.18K
$834K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-486- 8.56% |
$27.7K - $31.7K
|
5.19K
$472K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-508- 2.96% |
$29K - $33.2K
|
16.6K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-514- 6.66% |
$29.3K - $33.6K
|
7.2K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-516- 1.83% |
$29.4K - $33.7K
|
27.7K
$2.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-523- 5.83% |
$29.8K - $34.2K
|
8.45K
$767K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-525- 6.77% |
$29.9K - $34.3K
|
7.23K
$657K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-530- 1.09% |
$30.2K - $34.6K
|
48.3K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-532- 8.29% |
$30.3K - $34.7K
|
5.89K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-544- 6.56% |
$31K - $35.5K
|
7.75K
$704K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-565- 3.67% |
$32.2K - $36.9K
|
14.8K
$1.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-570- 63.33% |
$32.5K - $37.2K
|
330
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-627- 10.38% |
$35.8K - $40.9K
|
5.41K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-628- 2.96% |
$35.8K - $41K
|
20.6K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-630- 30.66% |
$35.9K - $41.1K
|
1.43K
$129K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-637- 1.65% |
$36.3K - $41.6K
|
38K
$3.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-645- 0.73% |
$36.8K - $42.1K
|
87.8K
$7.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-646- 11.51% |
$36.8K - $42.2K
|
4.97K
$451K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-655- 3.25% |
$37.3K - $42.8K
|
19.5K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-657- 0.59% |
$37.5K - $42.9K
|
111K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-665- 8.02% |
$37.9K - $43.4K
|
7.63K
$693K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-666- 8.45% |
$38K - $43.5K
|
7.22K
$656K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-670- 5.77% |
$38.2K - $43.8K
|
10.9K
$994K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-678- 7.34% |
$38.7K - $44.3K
|
8.56K
$777K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-702- 15.4% |
$40K - $45.8K
|
3.86K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-724- 2.66% |
$41.3K - $47.3K
|
26.5K
$2.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-727- 13.94% |
$41.5K - $47.5K
|
4.49K
$408K
|