Purchases and Sales Made in Q1 2022 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
275K+ 481.87% |
$13.9M - $16M
|
331K
$21M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 24.14% |
$7.28M - $8.38M
|
740K
$46.9M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
93.5K+ 22.57% |
$4.74M - $5.45M
|
508K
$32.2M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
49.8K+ 3.98% |
$2.52M - $2.9M
|
1.3M
$82.5M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
32.8K+ 95.06% |
$1.66M - $1.91M
|
67.2K
$4.26M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
22.7KNew |
$1.15M - $1.32M
|
22.7K
$1.44M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 196.27% |
$1.11M - $1.27M
|
33K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$838K - $965K
|
16.5K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.5K+ 6.93% |
$735K - $846K
|
224K
$14.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
13.9K+ 35.41% |
$703K - $810K
|
53.1K
$3.37M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13.2K+ 3.47% |
$671K - $772K
|
395K
$25.1M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
11.8KNew |
$598K - $688K
|
11.8K
$748K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.8K+ 6.77% |
$546K - $628K
|
170K
$10.8M
|
|
|
May 12, 2022
Q1 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
9.92K+ 4.87% |
$502K - $578K
|
214K
$13.5M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
9.52K+ 29.3% |
$482K - $555K
|
42K
$2.66M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.74K+ 7.78% |
$443K - $510K
|
121K
$7.68M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.84KNew |
$397K - $457K
|
7.84K
$497K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.71KNew |
$390K - $449K
|
7.71K
$488K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.49K+ 3.11% |
$379K - $436K
|
248K
$15.7M
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.57K+ 8.09% |
$333K - $383K
|
87.7K
$5.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.1K+ 16.95% |
$309K - $355K
|
42.1K
$2.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.48K+ 1.52% |
$277K - $319K
|
366K
$23.2M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.1K+ 98.65% |
$208K - $239K
|
8.26K
$523K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.9K+ 24.14% |
$198K - $228K
|
20.1K
$1.27M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.89KNew |
$197K - $227K
|
3.89K
$247K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.79KNew |
$192K - $221K
|
3.79K
$240K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.5K+ 25.25% |
$177K - $204K
|
17.4K
$1.1M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.27KNew |
$166K - $191K
|
3.27K
$208K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.05K+ 7.36% |
$155K - $178K
|
44.5K
$2.82M
|
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
3.01K+ 16.62% |
$152K - $176K
|
21.1K
$1.34M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.23K+ 64.67% |
$113K - $130K
|
5.68K
$360K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.21K+ 11.79% |
$112K - $129K
|
20.9K
$1.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
2.04K+ 6.13% |
$103K - $119K
|
35.4K
$2.24M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 1.65% |
$99.6K - $115K
|
121K
$7.68M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 6.33% |
$54.6K - $62.8K
|
18.1K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
621+ 11.18% |
$31.4K - $36.2K
|
6.17K
$391K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
583+ 3.66% |
$29.5K - $34K
|
16.5K
$1.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
190+ 2.57% |
$9.62K - $11.1K
|
7.59K
$481K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127+ 10.99% |
$6.43K - $7.4K
|
1.28K
$81.3K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
121New |
$6.13K - $7.05K
|
121
$7.67K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
32+ 0.25% |
$1.62K - $1.87K
|
12.6K
$800K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.52K - $1.75K
|
30
$1.9K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22New |
$1.11K - $1.28K
|
22
$1.39K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9+ 0.1% |
$456 - $525
|
8.9K
$564K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6+ 9.52% |
$304 - $350
|
69
$4.37K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-192- 5.09% |
$9.72K - $11.2K
|
3.58K
$227K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-193- 2.0% |
$9.77K - $11.2K
|
9.48K
$601K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-210- 2.38% |
$10.6K - $12.2K
|
8.63K
$547K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-408Closed |
$20.7K - $23.8K
|
0
$0
|