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 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.22K- 8.18% |
$298K - $341K
|
58.6K
$5.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-5.33K- 73.71% |
$304K - $348K
|
1.9K
$173K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-5.48K- 3.05% |
$313K - $358K
|
175K
$15.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-5.62K- 1.93% |
$321K - $367K
|
285K
$25.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.88K- 2.9% |
$335K - $384K
|
197K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.99K- 16.55% |
$341K - $391K
|
30.2K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.08K- 5.73% |
$347K - $397K
|
100K
$9.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.39K- 27.88% |
$364K - $417K
|
16.5K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6.42K- 0.55% |
$366K - $419K
|
1.17M
$106M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.69K- 18.82% |
$381K - $437K
|
28.8K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.9K- 5.8% |
$393K - $450K
|
112K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.93K- 7.56% |
$395K - $453K
|
84.7K
$7.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.95K- 44.51% |
$396K - $454K
|
8.66K
$786K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6.98K- 13.63% |
$398K - $456K
|
44.2K
$4.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-7.15K- 37.1% |
$408K - $467K
|
12.1K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.25K- 9.92% |
$413K - $473K
|
65.8K
$5.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.51K- 14.34% |
$428K - $490K
|
44.8K
$4.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.84K- 3.45% |
$447K - $512K
|
220K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-8.03K- 56.27% |
$458K - $525K
|
6.24K
$567K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.68K- 68.63% |
$495K - $567K
|
3.97K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-8.76K- 2.63% |
$499K - $572K
|
324K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.92K- 2.45% |
$508K - $582K
|
355K
$32.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.98K- 10.65% |
$512K - $586K
|
75.3K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.27K- 8.44% |
$529K - $605K
|
101K
$9.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.43K- 2.1% |
$538K - $616K
|
440K
$40M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-9.55K- 14.79% |
$544K - $623K
|
55K
$5M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-9.71K- 3.46% |
$554K - $634K
|
271K
$24.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.96K- 2.83% |
$568K - $650K
|
342K
$31M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10K- 64.25% |
$571K - $654K
|
5.57K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-10K- 4.6% |
$571K - $654K
|
208K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-10.1K- 37.08% |
$573K - $657K
|
17.1K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-10.3K- 4.56% |
$588K - $673K
|
216K
$19.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.8K- 5.91% |
$616K - $705K
|
172K
$15.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-11.5K- 1.88% |
$656K - $752K
|
602K
$54.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.5K- 13.45% |
$657K - $753K
|
74.2K
$6.73M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.6KClosed |
$659K - $754K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-11.8K- 2.53% |
$671K - $769K
|
454K
$41.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 27.29% |
$673K - $770K
|
31.4K
$2.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-12.2K- 37.89% |
$698K - $799K
|
20.1K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-12.3K- 2.84% |
$703K - $805K
|
422K
$38.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-13.2K- 9.67% |
$751K - $860K
|
123K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 12.06% |
$753K - $863K
|
96.3K
$8.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-13.4K- 17.68% |
$765K - $876K
|
62.5K
$5.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-13.5K- 1.21% |
$769K - $880K
|
1.1M
$100M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-13.7K- 14.83% |
$783K - $897K
|
78.9K
$7.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-13.9K- 37.39% |
$790K - $905K
|
23.2K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.9K- 8.77% |
$794K - $909K
|
145K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-14.1K- 20.19% |
$806K - $923K
|
55.8K
$5.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-15.7K- 2.7% |
$892K - $1.02M
|
564K
$51.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-16.1K- 4.61% |
$920K - $1.05M
|
334K
$30.3M
|