Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
480K+ 7776.27% |
$21.6M - $26.7M
|
486K
$30.5M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 24.25% |
$8.07M - $9.96M
|
919K
$57.7M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
92.9K+ 1205.53% |
$4.18M - $5.16M
|
101K
$6.31M
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
87.9KNew |
$3.95M - $4.88M
|
87.9K
$5.52M
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
79.2KNew |
$3.56M - $4.4M
|
79.2K
$4.97M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40KNew |
$1.8M - $2.22M
|
40K
$2.51M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.2KNew |
$1.54M - $1.9M
|
34.2K
$2.15M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
17.2KNew |
$775K - $957K
|
17.2K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.2K+ 23446.38% |
$728K - $898K
|
16.2K
$1.02M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
13.8K+ 25.97% |
$620K - $766K
|
66.9K
$4.2M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 77.68% |
$580K - $716K
|
29.5K
$1.85M
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
10.1K+ 24.09% |
$455K - $562K
|
52.1K
$3.27M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.71KNew |
$346K - $428K
|
7.71K
$484K
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
7.52K+ 8.57% |
$338K - $418K
|
95.3K
$5.98M
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.4KNew |
$333K - $411K
|
7.4K
$465K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.82KNew |
$307K - $379K
|
6.82K
$428K
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
5.65KNew |
$254K - $314K
|
5.65K
$355K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.48K+ 27.28% |
$246K - $304K
|
25.6K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.11K+ 65.18% |
$230K - $283K
|
12.9K
$812K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
5.01K+ 27.65% |
$225K - $278K
|
23.1K
$1.45M
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.2K+ 1.15% |
$189K - $233K
|
370K
$23.2M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.15KNew |
$142K - $175K
|
3.15K
$198K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.9K+ 8.79% |
$130K - $161K
|
35.9K
$2.25M
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
2.04K+ 5.77% |
$91.7K - $113K
|
37.4K
$2.35M
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.82K+ 15.39% |
$81.7K - $101K
|
13.6K
$855K
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.44K+ 26.62% |
$64.6K - $79.8K
|
6.84K
$429K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.37K+ 35.11% |
$61.5K - $75.9K
|
5.26K
$330K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.07KNew |
$48.2K - $59.5K
|
1.07K
$67.3K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
384+ 4.05% |
$17.3K - $21.3K
|
9.87K
$619K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$8.99K - $11.1K
|
200
$12.6K
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
135+ 1.07% |
$6.07K - $7.49K
|
12.8K
$801K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
110New |
$4.95K - $6.11K
|
110
$6.9K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
64+ 1.07% |
$2.88K - $3.55K
|
6.06K
$380K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.79% |
$854 - $1.05K
|
2.42K
$152K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18+ 0.55% |
$809 - $999
|
3.29K
$207K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 0.09% |
$675 - $833
|
17.4K
$1.09M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$89.9 - $111
|
8.26K
$518K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-7- 0.03% |
$315 - $389
|
21.1K
$1.33M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-44Closed |
$1.98K - $2.44K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-50- 1.4% |
$2.25K - $2.78K
|
3.53K
$222K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-98- 1.29% |
$4.41K - $5.44K
|
7.49K
$470K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-121Closed |
$5.44K - $6.72K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-246- 2.85% |
$11.1K - $13.7K
|
8.38K
$526K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-267- 0.6% |
$12K - $14.8K
|
44.3K
$2.78M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-419- 28.05% |
$18.8K - $23.3K
|
1.08K
$67.5K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 0.49% |
$49.6K - $61.2K
|
223K
$14M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.16K- 90.02% |
$51.9K - $64.1K
|
128
$8.03K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.55K- 69.23% |
$69.5K - $85.8K
|
687
$43.1K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.21K- 10.55% |
$99.2K - $122K
|
18.7K
$1.17M
|