Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
858K+ 217.83% |
$46.7M - $50.5M
|
1.25M
$79.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
595K+ 2994.76% |
$32.4M - $35.1M
|
615K
$39M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
382KNew |
$20.8M - $22.5M
|
382K
$24.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
275K+ 85.93% |
$15M - $16.2M
|
596K
$37.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
241K+ 178287.41% |
$13.1M - $14.2M
|
241K
$15.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
204KNew |
$11.1M - $12M
|
204K
$12.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
160K+ 263.19% |
$8.73M - $9.44M
|
221K
$14M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
124K+ 347.44% |
$6.73M - $7.27M
|
159K
$10.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
113KNew |
$6.16M - $6.66M
|
113K
$7.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
81.2KNew |
$4.42M - $4.78M
|
81.2K
$5.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.8K+ 287.09% |
$4.07M - $4.4M
|
101K
$6.39M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47.9KNew |
$2.61M - $2.82M
|
47.9K
$3.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
39.2KNew |
$2.14M - $2.31M
|
39.2K
$2.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
32.7K+ 370.7% |
$1.78M - $1.92M
|
41.5K
$2.63M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.2K+ 16.88% |
$1.65M - $1.78M
|
209K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.3K+ 55.51% |
$1.11M - $1.2M
|
57K
$3.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
18.1KNew |
$987K - $1.07M
|
18.1K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.7K+ 812.8% |
$802K - $867K
|
16.5K
$1.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11.5KNew |
$627K - $678K
|
11.5K
$730K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.2K+ 52.08% |
$555K - $599K
|
29.7K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
9.17K+ 135.36% |
$499K - $540K
|
15.9K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
8.57K+ 6.07% |
$467K - $504K
|
150K
$9.49M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.58K+ 5.86% |
$359K - $388K
|
119K
$7.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.89K+ 29.57% |
$321K - $347K
|
25.8K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.63K+ 49.36% |
$307K - $332K
|
17K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.56K+ 1713.46% |
$194K - $210K
|
3.77K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.45KNew |
$188K - $203K
|
3.45K
$219K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.95K+ 8.95% |
$161K - $174K
|
36K
$2.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
2.35K+ 7.59% |
$128K - $138K
|
33.3K
$2.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.12K+ 15.09% |
$115K - $125K
|
16.2K
$1.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
1.9K+ 6.21% |
$103K - $112K
|
32.5K
$2.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.64K+ 41.84% |
$89.2K - $96.4K
|
5.55K
$352K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.48K+ 19.99% |
$80.7K - $87.3K
|
8.89K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 16.39% |
$74.2K - $80.2K
|
9.67K
$613K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.22K+ 120.43% |
$66.5K - $71.8K
|
2.23K
$142K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 0.99% |
$63.5K - $68.7K
|
119K
$7.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
509+ 3.81% |
$27.7K - $30K
|
13.9K
$880K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
417New |
$22.7K - $24.6K
|
417
$26.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
398+ 16.87% |
$21.7K - $23.4K
|
2.76K
$175K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
363+ 2.97% |
$19.8K - $21.4K
|
12.6K
$798K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283+ 2.85% |
$15.4K - $16.7K
|
10.2K
$648K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
208New |
$11.3K - $12.2K
|
208
$13.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
128+ 9.37% |
$6.97K - $7.54K
|
1.49K
$94.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104+ 9.89% |
$5.67K - $6.12K
|
1.16K
$73.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
72+ 1.22% |
$3.92K - $4.24K
|
6K
$380K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
65+ 0.89% |
$3.54K - $3.83K
|
7.4K
$469K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$2.18K - $2.36K
|
40
$2.54K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
30+ 0.96% |
$1.63K - $1.77K
|
3.16K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.48% |
$1.09K - $1.18K
|
4.16K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
19New |
$1.04K - $1.12K
|
19
$1.2K
|