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 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
112K+ 313.34% |
$6.36M - $7.28M
|
147K
$12.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
109KNew |
$6.23M - $7.13M
|
109K
$8.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
109K+ 368.3% |
$6.2M - $7.1M
|
138K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
107KNew |
$6.11M - $7M
|
107K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
106K+ 338.68% |
$6.03M - $6.9M
|
137K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
104K+ 62.96% |
$5.94M - $6.8M
|
269K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
99.2K+ 63.98% |
$5.66M - $6.48M
|
254K
$20.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
96.2K+ 32.73% |
$5.48M - $6.28M
|
390K
$32.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95.4KNew |
$5.44M - $6.23M
|
95.4K
$7.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95.3K+ 116.73% |
$5.43M - $6.22M
|
177K
$14.6M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
95.1K+ 49.24% |
$5.42M - $6.21M
|
288K
$23.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90.1K+ 7.44% |
$5.14M - $5.88M
|
1.3M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
87.6K+ 14.13% |
$4.99M - $5.72M
|
707K
$58.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
84.7KNew |
$4.83M - $5.53M
|
84.7K
$6.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
84.6K+ 2.21% |
$4.83M - $5.53M
|
3.91M
$322M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
81.9KNew |
$4.67M - $5.35M
|
81.9K
$6.74M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
81.7K+ 560.14% |
$4.66M - $5.34M
|
96.3K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
77KNew |
$4.39M - $5.03M
|
77K
$6.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.9K+ 8.35% |
$4.38M - $5.02M
|
998K
$82.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
74.3K+ 65.86% |
$4.23M - $4.85M
|
187K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
74.2KNew |
$4.23M - $4.84M
|
74.2K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
70KNew |
$3.99M - $4.57M
|
70K
$5.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
69.8K+ 3.07% |
$3.98M - $4.56M
|
2.34M
$193M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
69.6KNew |
$3.97M - $4.55M
|
69.6K
$5.73M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
69K+ 33.57% |
$3.93M - $4.51M
|
275K
$22.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
68.8K+ 786.91% |
$3.92M - $4.49M
|
77.6K
$6.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
66.5KNew |
$3.79M - $4.34M
|
66.5K
$5.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
65.8KNew |
$3.75M - $4.29M
|
65.8K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.7K+ 4062.11% |
$3.75M - $4.29M
|
67.3K
$5.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
64KNew |
$3.65M - $4.18M
|
64K
$5.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.4K+ 3.56% |
$3.62M - $4.14M
|
1.85M
$152M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.4K+ 58.73% |
$3.61M - $4.14M
|
171K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
60.8K+ 87.23% |
$3.47M - $3.97M
|
131K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60KNew |
$3.42M - $3.92M
|
60K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
59.1KNew |
$3.37M - $3.86M
|
59.1K
$4.86M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
58.9KNew |
$3.36M - $3.85M
|
58.9K
$4.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
58.7KNew |
$3.35M - $3.83M
|
58.7K
$4.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
55.2K+ 52.75% |
$3.15M - $3.61M
|
160K
$13.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
52.2K+ 31.2% |
$2.98M - $3.41M
|
219K
$18M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.1K+ 3.67% |
$2.86M - $3.27M
|
1.42M
$116M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
50K+ 5.26% |
$2.85M - $3.27M
|
1M
$82.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.7K+ 118.8% |
$2.72M - $3.12M
|
87.9K
$7.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
46.2KNew |
$2.63M - $3.02M
|
46.2K
$3.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
45.9K+ 8.11% |
$2.62M - $3M
|
612K
$50.3M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
45KNew |
$2.57M - $2.94M
|
45K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
40.9KNew |
$2.33M - $2.67M
|
40.9K
$3.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
40.8K+ 3.28% |
$2.33M - $2.67M
|
1.28M
$106M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
40.7K+ 220.91% |
$2.32M - $2.66M
|
59.1K
$4.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
38K+ 2.13% |
$2.17M - $2.48M
|
1.82M
$150M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
36.9K+ 11.78% |
$2.1M - $2.41M
|
350K
$28.8M
|