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 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
15.9K+ 7.53% |
$907K - $1.04M
|
227K
$20.3M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
15.7K+ 5.72% |
$893K - $1.02M
|
290K
$25.9M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15.4K+ 20.51% |
$878K - $1.01M
|
90.4K
$8.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 3.93% |
$873K - $1M
|
405K
$36.2M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
14.8K+ 47.81% |
$846K - $969K
|
45.9K
$4.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.7K+ 22.31% |
$837K - $958K
|
80.4K
$7.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.5K+ 12.26% |
$828K - $949K
|
133K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
14.2KNew |
$807K - $925K
|
14.2K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13.7KNew |
$780K - $894K
|
13.7K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.9KNew |
$733K - $840K
|
12.9K
$1.15M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 372.3% |
$720K - $825K
|
16K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
12.4KNew |
$704K - $807K
|
12.4K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.2K+ 6.33% |
$694K - $795K
|
205K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
12.1K+ 17.12% |
$689K - $789K
|
82.7K
$7.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.8K+ 1036.9% |
$675K - $773K
|
13K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 1.54% |
$666K - $763K
|
772K
$69.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
11.3K+ 94.26% |
$644K - $737K
|
23.3K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 153114.3% |
$611K - $700K
|
10.7K
$961K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.7K+ 29.1% |
$610K - $699K
|
47.5K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
10.4K+ 30.71% |
$593K - $679K
|
44.3K
$3.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
10.3K+ 25.51% |
$589K - $674K
|
50.8K
$4.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.2K+ 1.39% |
$584K - $668K
|
747K
$66.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.88K+ 105.69% |
$563K - $645K
|
19.2K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.83KNew |
$561K - $642K
|
9.83K
$881K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.77K+ 4.68% |
$557K - $638K
|
218K
$19.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
9.62K+ 25.51% |
$549K - $628K
|
47.3K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.22K+ 123.89% |
$526K - $602K
|
16.7K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.21K+ 8.65% |
$525K - $601K
|
116K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.97K+ 6.6% |
$511K - $585K
|
145K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8.9K+ 7.0% |
$508K - $581K
|
136K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.78K+ 76.47% |
$500K - $573K
|
20.3K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.76K+ 29.43% |
$500K - $572K
|
38.5K
$3.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.73K+ 1.18% |
$498K - $570K
|
750K
$67.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.72K+ 1.81% |
$497K - $569K
|
490K
$43.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.62K+ 1.11% |
$491K - $563K
|
786K
$70.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.56K+ 26.78% |
$488K - $559K
|
40.5K
$3.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8.56K+ 0.32% |
$488K - $559K
|
2.68M
$240M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
8.23KNew |
$469K - $537K
|
8.23K
$737K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
8.03K+ 13.84% |
$458K - $524K
|
66K
$5.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.92K+ 4.93% |
$451K - $517K
|
168K
$15.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
7.62K+ 1.13% |
$435K - $498K
|
685K
$61.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7.57K+ 4.27% |
$432K - $494K
|
185K
$16.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
7.49KNew |
$427K - $489K
|
7.49K
$671K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
7.42K+ 6.24% |
$423K - $485K
|
126K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
7.39K+ 3.36% |
$422K - $483K
|
227K
$20.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.38K+ 4.0% |
$421K - $482K
|
192K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.36K+ 4.55% |
$420K - $480K
|
169K
$15.2M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
7.23KNew |
$412K - $472K
|
7.23K
$648K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
7.2KNew |
$410K - $470K
|
7.2K
$645K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.99K+ 3.03% |
$399K - $457K
|
238K
$21.3M
|