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 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-187K- 22.17% |
$10.7M - $12.2M
|
657K
$59.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-200K- 84.16% |
$11.4M - $13.1M
|
37.6K
$3.42M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200K- 68.03% |
$11.4M - $13.1M
|
94K
$8.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-204K- 42.81% |
$11.6M - $13.3M
|
272K
$24.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207K- 75.71% |
$11.8M - $13.5M
|
66.5K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-284K- 13.82% |
$16.2M - $18.6M
|
1.77M
$161M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-299K- 69.51% |
$17.1M - $19.5M
|
131K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-319K- 71.55% |
$18.2M - $20.8M
|
127K
$11.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-766K- 10.95% |
$43.7M - $50M
|
6.23M
$566M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-830K- 93.89% |
$47.3M - $54.2M
|
54K
$4.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.05M- 96.63% |
$59.7M - $68.3M
|
36.5K
$3.31M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.23M- 23.9% |
$70.4M - $80.6M
|
3.93M
$357M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.24M- 55.48% |
$242M - $277M
|
3.4M
$309M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.52M- 44.08% |
$258M - $295M
|
5.74M
$521M
|