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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36.4K+ 277.97% |
$2.08M - $2.38M
|
49.5K
$4.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.2K+ 0.74% |
$2.06M - $2.36M
|
4.9M
$442M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
35.7K+ 9.28% |
$2.04M - $2.33M
|
421K
$37.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.5K+ 31.74% |
$1.97M - $2.25M
|
143K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.4K+ 83.89% |
$1.96M - $2.25M
|
75.5K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
34.2KNew |
$1.95M - $2.24M
|
34.2K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
33.3K+ 54.84% |
$1.9M - $2.17M
|
94K
$8.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
33.1K+ 10.99% |
$1.89M - $2.16M
|
334K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.6K+ 222.82% |
$1.86M - $2.13M
|
47.3K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
32.4KNew |
$1.85M - $2.12M
|
32.4K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
32K+ 11.32% |
$1.83M - $2.09M
|
315K
$28.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
31.5KNew |
$1.8M - $2.06M
|
31.5K
$2.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
30.1K+ 4.93% |
$1.72M - $1.97M
|
641K
$57.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30.1K+ 28.34% |
$1.72M - $1.96M
|
136K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 2.96% |
$1.67M - $1.92M
|
1.02M
$91.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.1KNew |
$1.6M - $1.83M
|
28.1K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
27.8K+ 585.49% |
$1.59M - $1.82M
|
32.5K
$2.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27K+ 12.52% |
$1.54M - $1.76M
|
243K
$21.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
26.7K+ 2.64% |
$1.52M - $1.74M
|
1.04M
$93.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.5K+ 14.13% |
$1.45M - $1.66M
|
206K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
25.2KNew |
$1.44M - $1.65M
|
25.2K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
25KNew |
$1.43M - $1.63M
|
25K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.7KNew |
$1.41M - $1.61M
|
24.7K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.5K+ 9.67% |
$1.4M - $1.6M
|
278K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24K+ 6.2% |
$1.37M - $1.57M
|
411K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
23.9KNew |
$1.36M - $1.56M
|
23.9K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
23.4K+ 34.45% |
$1.34M - $1.53M
|
91.4K
$8.25M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.3K+ 240.25% |
$1.33M - $1.52M
|
33.1K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
22.8K+ 18.64% |
$1.3M - $1.49M
|
145K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.5K+ 11.37% |
$1.28M - $1.47M
|
220K
$19.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.7K+ 37.4% |
$1.24M - $1.42M
|
79.9K
$7.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
21.3K+ 34.35% |
$1.21M - $1.39M
|
83.3K
$7.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 7.32% |
$1.2M - $1.38M
|
310K
$27.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.6K+ 5.0% |
$1.17M - $1.34M
|
432K
$39M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19.9KNew |
$1.14M - $1.3M
|
19.9K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
19.6K+ 27.38% |
$1.12M - $1.28M
|
91.3K
$8.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19.2KNew |
$1.09M - $1.25M
|
19.2K
$1.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18.9KNew |
$1.08M - $1.24M
|
18.9K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
18.7KNew |
$1.07M - $1.22M
|
18.7K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.4KNew |
$1.05M - $1.2M
|
18.4K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18KNew |
$1.03M - $1.17M
|
18K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$1.02M - $1.17M
|
17.9K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
17.9K+ 6.6% |
$1.02M - $1.17M
|
289K
$26M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
17.4K+ 7.57% |
$994K - $1.14M
|
248K
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17K+ 6.12% |
$968K - $1.11M
|
294K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
16.9K+ 116.47% |
$965K - $1.1M
|
31.4K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
16.8KNew |
$961K - $1.1M
|
16.8K
$1.52M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.8K+ 24.08% |
$958K - $1.1M
|
86.5K
$7.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
16.4K+ 44.83% |
$937K - $1.07M
|
53.1K
$4.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
15.9K+ 7.53% |
$907K - $1.04M
|
227K
$20.5M
|