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 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.1K- 2.78% |
$120K - $137K
|
73.7K
$6.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.12K- 1.67% |
$121K - $139K
|
125K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.26K- 31.07% |
$129K - $148K
|
5.02K
$456K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.37K- 0.59% |
$135K - $155K
|
397K
$36.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.4K- 2.8% |
$137K - $157K
|
83.3K
$7.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.42K- 3.23% |
$138K - $158K
|
72.7K
$6.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.48K- 11.58% |
$141K - $162K
|
18.9K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.5K- 8.65% |
$143K - $163K
|
26.4K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.53K- 13.42% |
$144K - $165K
|
16.3K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.56K- 21.43% |
$146K - $167K
|
9.38K
$852K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.57K- 2.25% |
$146K - $168K
|
112K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.66K- 20.59% |
$152K - $174K
|
10.3K
$933K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.67K- 2.62% |
$152K - $174K
|
99.3K
$9.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.77K- 9.74% |
$158K - $181K
|
25.7K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.77K- 0.21% |
$158K - $181K
|
1.34M
$121M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.79K- 10.73% |
$159K - $182K
|
23.2K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.81K- 20.38% |
$160K - $183K
|
11K
$996K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.85K- 10.98% |
$163K - $186K
|
23.1K
$2.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.88K- 2.85% |
$164K - $188K
|
98.1K
$8.91M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.97K- 18.88% |
$169K - $194K
|
12.8K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.02K- 37.01% |
$172K - $197K
|
5.14K
$467K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-3.11K- 68.08% |
$177K - $203K
|
1.46K
$132K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.16K- 3.18% |
$180K - $206K
|
96.2K
$8.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.18K- 6.78% |
$181K - $208K
|
43.7K
$3.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.2K- 1.02% |
$182K - $209K
|
310K
$28.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.25K- 34.68% |
$185K - $212K
|
6.12K
$556K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.28K- 43.74% |
$187K - $214K
|
4.22K
$383K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-3.43K- 38.78% |
$196K - $224K
|
5.42K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-3.48K- 5.4% |
$198K - $227K
|
60.9K
$5.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.5K- 0.55% |
$200K - $229K
|
630K
$57.2M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.56K- 2.26% |
$203K - $232K
|
154K
$14M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.58K- 8.3% |
$204K - $234K
|
39.6K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.64K- 15.58% |
$207K - $237K
|
19.7K
$1.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.69K- 39.5% |
$210K - $241K
|
5.65K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.76K- 0.51% |
$215K - $246K
|
732K
$66.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-3.82K- 4.25% |
$218K - $249K
|
85.9K
$7.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.93K- 46.57% |
$224K - $256K
|
4.51K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.93K- 4.0% |
$224K - $257K
|
94.5K
$8.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-4K- 3.41% |
$228K - $261K
|
113K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.21K- 2.5% |
$240K - $275K
|
165K
$14.9M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.33KClosed |
$247K - $283K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.33K- 2.51% |
$247K - $283K
|
168K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4.37K- 22.27% |
$249K - $286K
|
15.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.73K- 7.29% |
$270K - $309K
|
60.2K
$5.47M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.75K- 0.57% |
$271K - $310K
|
830K
$75.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.88K- 5.06% |
$278K - $318K
|
91.4K
$8.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.98K- 0.9% |
$284K - $325K
|
546K
$49.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.05K- 3.83% |
$288K - $330K
|
127K
$11.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-5.05K- 5.98% |
$288K - $330K
|
79.4K
$7.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.19K- 5.21% |
$296K - $339K
|
94.4K
$8.58M
|