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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.19K- 8.36% |
$130K - $160K
|
24K
$2.18M
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-2.28K- 4.89% |
$135K - $166K
|
44.3K
$4.03M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.3K- 1.68% |
$136K - $168K
|
135K
$12.2M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.31K- 16.4% |
$137K - $169K
|
11.8K
$1.07M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.36K- 35.98% |
$139K - $172K
|
4.19K
$381K
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.37K- 8.23% |
$140K - $173K
|
26.5K
$2.4M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.38K- 21.99% |
$141K - $174K
|
8.46K
$768K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.43KClosed |
$143K - $177K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.48K- 8.88% |
$147K - $181K
|
25.5K
$2.32M
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.52K- 7.26% |
$149K - $184K
|
32.2K
$2.93M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.53K- 2.68% |
$150K - $185K
|
92K
$8.36M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.7K- 0.43% |
$160K - $197K
|
619K
$56.2M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.74K- 13.56% |
$162K - $200K
|
17.5K
$1.59M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.8K- 30.76% |
$165K - $204K
|
6.29K
$572K
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.83KClosed |
$168K - $207K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-2.87KClosed |
$170K - $210K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.88KClosed |
$170K - $210K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.89KClosed |
$171K - $211K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.94KClosed |
$174K - $214K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.94KClosed |
$174K - $215K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3K- 43.73% |
$177K - $219K
|
3.86K
$350K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3KClosed |
$178K - $219K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.01K- 96.38% |
$178K - $220K
|
113
$10.3K
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.02KClosed |
$178K - $220K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.06K- 15.44% |
$181K - $223K
|
16.7K
$1.52M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.13KClosed |
$185K - $228K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.13KClosed |
$185K - $229K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.14KClosed |
$186K - $229K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.18KClosed |
$188K - $232K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.22K- 2.05% |
$191K - $235K
|
154K
$14M
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.26KClosed |
$193K - $238K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.26K- 0.84% |
$193K - $238K
|
387K
$35.1M
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.28KClosed |
$194K - $240K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.28KClosed |
$194K - $240K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.31K- 11.18% |
$196K - $242K
|
26.3K
$2.39M
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3.33KClosed |
$197K - $243K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.35K- 8.11% |
$198K - $245K
|
37.9K
$3.45M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.38K- 6.72% |
$200K - $247K
|
47K
$4.27M
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.39K- 12.03% |
$201K - $248K
|
24.8K
$2.25M
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-3.42K- 9.78% |
$202K - $250K
|
31.6K
$2.87M
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-3.57KClosed |
$211K - $261K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.59K- 69.1% |
$213K - $262K
|
1.61K
$146K
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.61KClosed |
$214K - $264K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-3.65KClosed |
$216K - $266K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.71K- 49.49% |
$219K - $271K
|
3.78K
$344K
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3.73K- 8.34% |
$221K - $273K
|
41K
$3.73M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.74KClosed |
$221K - $273K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.74KClosed |
$221K - $273K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.83K- 16.14% |
$227K - $280K
|
19.9K
$1.81M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.87KClosed |
$229K - $283K
|
0
$0
|