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
|
Financial Management Network Inc
|
SELL
|
- |
-738- 8.43% |
$42.1K - $48.2K
|
8.02K
$728K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-750- 12.83% |
$42.8K - $49K
|
5.09K
$463K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-800- 4.1% |
$45.6K - $52.2K
|
18.7K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-820- 7.66% |
$46.8K - $53.5K
|
9.89K
$898K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-856- 3.38% |
$48.8K - $55.9K
|
24.5K
$2.22M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-868- 17.79% |
$49.5K - $56.7K
|
4.01K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-889- 3.16% |
$50.7K - $58.1K
|
27.3K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-907- 0.5% |
$51.7K - $59.2K
|
182K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-921- 1.15% |
$52.5K - $60.1K
|
79.3K
$7.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-923- 1.69% |
$52.6K - $60.3K
|
53.7K
$4.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-982- 0.68% |
$56K - $64.1K
|
143K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-998- 1.15% |
$56.9K - $65.2K
|
85.9K
$7.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 40.6% |
$57K - $65.3K
|
1.46K
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.01K- 47.79% |
$57.4K - $65.7K
|
1.1K
$99.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.02K- 0.51% |
$58.4K - $66.9K
|
202K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.03K- 12.95% |
$58.9K - $67.5K
|
6.95K
$631K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 1.08% |
$59.7K - $68.4K
|
96K
$8.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.05K- 0.32% |
$60K - $68.7K
|
326K
$29.6M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-1.08K- 1.35% |
$61.4K - $70.3K
|
78.5K
$7.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.08K- 3.98% |
$61.6K - $70.6K
|
26.1K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.08K- 11.23% |
$61.8K - $70.8K
|
8.57K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.1K- 7.73% |
$62.8K - $71.9K
|
13.1K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 22.38% |
$64.9K - $74.4K
|
3.95K
$359K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.16K- 3.13% |
$66.2K - $75.8K
|
36K
$3.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.25K- 5.03% |
$71K - $81.4K
|
23.5K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.27K- 11.09% |
$72.2K - $82.7K
|
10.1K
$922K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.3K- 6.84% |
$74.1K - $84.8K
|
17.7K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.3K- 1.71% |
$74.2K - $85K
|
74.8K
$6.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.32K- 86.12% |
$75K - $85.9K
|
212
$19.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.34K- 0.53% |
$76.3K - $87.4K
|
250K
$22.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.34K- 7.87% |
$76.6K - $87.8K
|
15.7K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.41K- 0.45% |
$80.6K - $92.3K
|
315K
$28.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.47K- 1.49% |
$83.6K - $95.7K
|
97.1K
$8.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 34.78% |
$88K - $101K
|
2.89K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.55K- 24.68% |
$88.1K - $101K
|
4.72K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.57K- 15.06% |
$89.7K - $103K
|
8.87K
$806K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.62K- 4.73% |
$92.1K - $105K
|
32.5K
$2.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.64K- 7.59% |
$93.5K - $107K
|
20K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 9.64% |
$94.1K - $108K
|
15.5K
$1.41M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.73K- 2.37% |
$98.5K - $113K
|
71.1K
$6.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.73K- 37.58% |
$98.7K - $113K
|
2.88K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 0.23% |
$102K - $117K
|
770K
$70M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-1.83K- 1.25% |
$105K - $120K
|
145K
$13.2M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.88K- 85.25% |
$107K - $123K
|
325
$29.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.9K- 0.88% |
$108K - $124K
|
214K
$19.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.9K- 31.71% |
$108K - $124K
|
4.1K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.93K- 0.67% |
$110K - $126K
|
285K
$25.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.93K- 18.45% |
$110K - $126K
|
8.51K
$773K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2K- 36.09% |
$114K - $131K
|
3.54K
$322K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.05K- 1.49% |
$117K - $134K
|
135K
$12.3M
|