Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.19M+ 10.22% |
$70.7M - $87.3M
|
12.9M
$1.13B
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
932K+ 9.99% |
$55.1M - $68M
|
10.3M
$896M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
821K+ 5272.63% |
$48.6M - $59.9M
|
836K
$73.1M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
626K+ 12.82% |
$37M - $45.7M
|
5.51M
$481M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
528K+ 64.37% |
$31.2M - $38.5M
|
1.35M
$118M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
428K+ 182.63% |
$25.3M - $31.3M
|
662K
$57.9M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
381K+ 110.74% |
$22.6M - $27.8M
|
725K
$63.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
378K+ 11.35% |
$22.3M - $27.6M
|
3.71M
$324M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
349K+ 327.31% |
$20.6M - $25.5M
|
456K
$39.8M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
330K+ 8.71% |
$19.5M - $24.1M
|
4.12M
$360M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
316K+ 11.71% |
$18.7M - $23.1M
|
3.01M
$263M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
314KNew |
$18.6M - $22.9M
|
314K
$27.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
298K+ 47.01% |
$17.6M - $21.8M
|
933K
$81.5M
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
297K+ 49.19% |
$17.6M - $21.7M
|
900K
$78.6M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
266K+ 11.94% |
$15.7M - $19.4M
|
2.49M
$218M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
219K+ 33.41% |
$13M - $16M
|
875K
$76.4M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
191K+ 11.69% |
$11.3M - $14M
|
1.83M
$159M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
188KNew |
$11.1M - $13.7M
|
188K
$16.4M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
180K+ 22.48% |
$10.7M - $13.2M
|
981K
$85.7M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
175K+ 6.97% |
$10.3M - $12.8M
|
2.68M
$235M
|
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
160KNew |
$9.49M - $11.7M
|
160K
$14M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157K+ 5.92% |
$9.26M - $11.4M
|
2.8M
$245M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
155KNew |
$9.2M - $11.3M
|
155K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
152K+ 71.98% |
$9.01M - $11.1M
|
364K
$31.8M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
145KNew |
$8.57M - $10.6M
|
145K
$12.7M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
133K+ 765.35% |
$7.88M - $9.73M
|
151K
$13.2M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
131K+ 3.22% |
$7.76M - $9.57M
|
4.21M
$367M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
130K+ 134.87% |
$7.7M - $9.5M
|
226K
$19.8M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
121K+ 151.97% |
$7.14M - $8.81M
|
200K
$17.5M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
120KNew |
$7.09M - $8.75M
|
120K
$10.5M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
114K+ 33.38% |
$6.77M - $8.35M
|
457K
$39.9M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
111KNew |
$6.59M - $8.14M
|
111K
$9.73M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
111K+ 7.12% |
$6.55M - $8.09M
|
1.66M
$145M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
109K+ 189.99% |
$6.48M - $7.99M
|
167K
$14.6M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
109KNew |
$6.45M - $7.96M
|
109K
$9.52M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
108K+ 130.67% |
$6.4M - $7.9M
|
191K
$16.7M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
101K+ 22.12% |
$5.98M - $7.39M
|
558K
$48.8M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100K+ 36.9% |
$5.93M - $7.31M
|
372K
$32.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
98.4K+ 15.98% |
$5.82M - $7.18M
|
714K
$62.4M
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
98.3KNew |
$5.82M - $7.18M
|
98.3K
$8.59M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
97.7K+ 687.13% |
$5.78M - $7.14M
|
112K
$9.78M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
92.9K+ 19.63% |
$5.5M - $6.78M
|
566K
$49.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
92.6K+ 48.15% |
$5.48M - $6.76M
|
285K
$24.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
90.8KNew |
$5.37M - $6.63M
|
90.8K
$7.93M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
87.3K+ 4.47% |
$5.17M - $6.38M
|
2.04M
$178M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
78.9K+ 99.66% |
$4.67M - $5.76M
|
158K
$13.8M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
75.2K+ 24.57% |
$4.45M - $5.49M
|
381K
$33.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
73.8K+ 14.86% |
$4.36M - $5.39M
|
570K
$49.8M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
72.5K+ 60.8% |
$4.29M - $5.29M
|
192K
$16.7M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69.4K+ 310.09% |
$4.1M - $5.07M
|
91.7K
$8.01M
|