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 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
767+ 0.75% |
$43.7K - $50.1K
|
103K
$9.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
764+ 3.1% |
$43.6K - $49.9K
|
25.4K
$2.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
742+ 4.79% |
$42.3K - $48.5K
|
16.2K
$1.47M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
727+ 437.95% |
$41.5K - $47.5K
|
893
$80.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
722+ 3.55% |
$41.2K - $47.1K
|
21.1K
$1.9M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
713+ 0.77% |
$40.7K - $46.6K
|
93.5K
$8.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
713+ 0.77% |
$40.7K - $46.6K
|
93.5K
$8.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
686+ 4.97% |
$39.1K - $44.8K
|
14.5K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
642+ 0.17% |
$36.6K - $41.9K
|
375K
$33.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
642+ 6.15% |
$36.6K - $41.9K
|
11.1K
$999K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
596+ 21.7% |
$34K - $38.9K
|
3.34K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
566New |
$32.3K - $37K
|
566
$51.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
560+ 5.82% |
$31.9K - $36.6K
|
10.2K
$919K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
555+ 3.86% |
$31.6K - $36.2K
|
14.9K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
553+ 2.46% |
$31.5K - $36.1K
|
23K
$2.08M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
545+ 17.78% |
$31.1K - $35.6K
|
3.61K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
539+ 21.44% |
$30.7K - $35.2K
|
3.05K
$275K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
517+ 3.97% |
$29.5K - $33.8K
|
13.5K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
488New |
$27.8K - $31.9K
|
488
$44K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
487New |
$27.8K - $31.8K
|
487
$43.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
478+ 24.06% |
$27.3K - $31.2K
|
2.47K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
475+ 9.78% |
$27.1K - $31K
|
5.33K
$481K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
472New |
$26.9K - $30.8K
|
472
$42.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
456+ 8.6% |
$26K - $29.8K
|
5.76K
$519K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
448+ 0.19% |
$25.5K - $29.3K
|
236K
$21.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
433+ 3.8% |
$24.7K - $28.3K
|
11.8K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
427+ 0.73% |
$24.3K - $27.9K
|
59.1K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
417+ 2.48% |
$23.8K - $27.2K
|
17.3K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
411+ 3.26% |
$23.4K - $26.8K
|
13K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
409+ 0.82% |
$23.3K - $26.7K
|
50.4K
$4.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
405+ 5.82% |
$23.1K - $26.4K
|
7.37K
$665K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
404+ 7.65% |
$23K - $26.4K
|
5.68K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
393+ 6.21% |
$22.4K - $25.7K
|
6.72K
$606K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
376+ 1.22% |
$21.4K - $24.6K
|
31.2K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
370New |
$21.1K - $24.2K
|
370
$33.4K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
358New |
$20.4K - $23.4K
|
358
$32.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
355+ 1.06% |
$20.2K - $23.2K
|
33.8K
$3.05M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
352+ 1.99% |
$20.1K - $23K
|
18.1K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
339+ 1.99% |
$19.3K - $22.1K
|
17.4K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
338+ 4.92% |
$19.3K - $22.1K
|
7.21K
$650K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
327+ 0.33% |
$18.6K - $21.4K
|
98K
$8.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
325New |
$18.5K - $21.2K
|
325
$29.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
319+ 9.34% |
$18.2K - $20.8K
|
3.73K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
303+ 5.28% |
$17.3K - $19.8K
|
6.04K
$545K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
300+ 1.17% |
$17.1K - $19.6K
|
25.8K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
293+ 0.68% |
$16.7K - $19.1K
|
43.5K
$3.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
286+ 6.92% |
$16.3K - $18.7K
|
4.42K
$398K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
286New |
$16.3K - $18.7K
|
286
$25.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
283+ 0.47% |
$16.1K - $18.5K
|
59.9K
$5.4M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
277New |
$15.8K - $18.1K
|
277
$25K
|