Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
217+ 2.13% |
$11.9K - $13.2K
|
10.4K
$931K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
203+ 0.34% |
$11.1K - $12.4K
|
60.2K
$5.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
202+ 0.88% |
$11.1K - $12.3K
|
23.2K
$2.07M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198+ 46.59% |
$10.8K - $12.1K
|
623
$55.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198+ 46.59% |
$10.8K - $12.1K
|
623
$55.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
195+ 9.89% |
$10.7K - $11.9K
|
2.17K
$194K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
194+ 2.48% |
$10.6K - $11.8K
|
8.03K
$719K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
191+ 1.64% |
$10.5K - $11.7K
|
11.8K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
191+ 8.25% |
$10.5K - $11.7K
|
2.51K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
177+ 0.26% |
$9.69K - $10.8K
|
68.4K
$6.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
176+ 3.97% |
$9.64K - $10.7K
|
4.61K
$413K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
176+ 0.67% |
$9.64K - $10.7K
|
26.6K
$2.38M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
166New |
$9.09K - $10.1K
|
166
$14.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
161+ 0.03% |
$8.82K - $9.82K
|
581K
$52.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
161+ 3.16% |
$8.82K - $9.82K
|
5.25K
$471K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
158+ 2.08% |
$8.65K - $9.64K
|
7.76K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
139+ 0.25% |
$7.61K - $8.48K
|
55.2K
$4.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
135New |
$7.39K - $8.24K
|
135
$12.1K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
128+ 1.38% |
$7.01K - $7.81K
|
9.39K
$841K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
125+ 0.81% |
$6.85K - $7.63K
|
15.5K
$1.39M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
125+ 2.02% |
$6.85K - $7.63K
|
6.31K
$565K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
122New |
$6.68K - $7.44K
|
122
$10.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
116+ 0.15% |
$6.35K - $7.08K
|
75.3K
$6.74M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
114+ 2.16% |
$6.24K - $6.96K
|
5.38K
$482K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
110+ 2.77% |
$6.02K - $6.71K
|
4.08K
$365K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
100+ 0.4% |
$5.48K - $6.1K
|
25K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
96+ 3.22% |
$5.26K - $5.86K
|
3.07K
$275K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
89+ 0.39% |
$4.87K - $5.43K
|
22.9K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
81+ 2.11% |
$4.44K - $4.94K
|
3.93K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
78New |
$4.27K - $4.76K
|
78
$6.99K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
77+ 0.2% |
$4.22K - $4.7K
|
37.8K
$3.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
66New |
$3.61K - $4.03K
|
66
$5.91K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
65+ 0.13% |
$3.56K - $3.97K
|
48.5K
$4.35M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
64+ 0.47% |
$3.5K - $3.9K
|
13.7K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
61+ 2.75% |
$3.34K - $3.72K
|
2.28K
$204K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
60+ 0.18% |
$3.29K - $3.66K
|
32.9K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
57+ 0.19% |
$3.12K - $3.48K
|
30.8K
$2.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55+ 0.09% |
$3.01K - $3.36K
|
64.1K
$5.74M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
55New |
$3.01K - $3.36K
|
55
$4.93K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
54+ 0.01% |
$2.96K - $3.29K
|
382K
$34.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 22.32% |
$2.85K - $3.17K
|
285
$25.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
52+ 0.87% |
$2.85K - $3.17K
|
6.02K
$539K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
51+ 0.1% |
$2.79K - $3.11K
|
52K
$4.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
49+ 9.8% |
$2.68K - $2.99K
|
549
$49.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
42New |
$2.3K - $2.56K
|
42
$3.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
40New |
$2.19K - $2.44K
|
40
$3.58K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34+ 0.32% |
$1.86K - $2.07K
|
10.8K
$969K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
31+ 0.22% |
$1.7K - $1.89K
|
14.2K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
31+ 0.4% |
$1.7K - $1.89K
|
7.73K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.68% |
$1.7K - $1.89K
|
4.62K
$414K
|