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 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.96KClosed |
$234K - $289K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.98K- 4.16% |
$236K - $291K
|
91.8K
$8.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4KClosed |
$237K - $292K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.11K- 4.09% |
$243K - $300K
|
96.4K
$8.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.12K- 47.4% |
$244K - $301K
|
4.57K
$416K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-4.16K- 68.0% |
$246K - $304K
|
1.96K
$178K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.4K- 27.13% |
$260K - $321K
|
11.8K
$1.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4.6K- 55.29% |
$272K - $336K
|
3.72K
$338K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-4.76K- 6.59% |
$281K - $347K
|
67.4K
$6.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.88K- 15.06% |
$289K - $357K
|
27.6K
$2.5M
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.13K- 4.5% |
$303K - $374K
|
109K
$9.88M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.18K- 24.87% |
$307K - $379K
|
15.7K
$1.42M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.27KClosed |
$312K - $385K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.65K- 9.39% |
$334K - $412K
|
54.5K
$4.95M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.76KClosed |
$341K - $420K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.8K- 50.26% |
$343K - $424K
|
5.74K
$522K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.82K- 3.62% |
$344K - $425K
|
155K
$14.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.15K- 31.46% |
$364K - $449K
|
13.4K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.32KClosed |
$374K - $462K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-6.34K- 3.19% |
$375K - $463K
|
192K
$17.5M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.35K- 19.11% |
$376K - $464K
|
26.9K
$2.44M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-6.51K- 68.34% |
$385K - $475K
|
3.02K
$274K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.52K- 30.86% |
$386K - $476K
|
14.6K
$1.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-6.72K- 2.04% |
$398K - $491K
|
322K
$29.3M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.86K- 42.54% |
$406K - $501K
|
9.27K
$842K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-6.94KClosed |
$410K - $507K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-7.23KClosed |
$428K - $528K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.3K- 13.92% |
$432K - $533K
|
45.2K
$4.1M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.55K- 41.65% |
$446K - $551K
|
10.6K
$961K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-7.63K- 31.22% |
$452K - $557K
|
16.8K
$1.53M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.05K- 70.61% |
$476K - $588K
|
3.35K
$304K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.17K- 71.29% |
$484K - $597K
|
3.29K
$299K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.71K- 2.81% |
$515K - $636K
|
301K
$27.4M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.73K- 21.53% |
$516K - $637K
|
31.8K
$2.89M
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.79K- 13.27% |
$520K - $642K
|
57.4K
$5.22M
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-8.91K- 4.04% |
$527K - $650K
|
211K
$19.2M
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-9.18KClosed |
$543K - $670K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-9.36K- 8.79% |
$554K - $683K
|
97.1K
$8.82M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-9.68K- 0.77% |
$573K - $707K
|
1.25M
$114M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-9.88KClosed |
$585K - $721K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.99K- 64.73% |
$591K - $729K
|
5.44K
$494K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 1.34% |
$597K - $737K
|
744K
$67.6M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$603K - $744K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-10.5K- 60.43% |
$622K - $768K
|
6.89K
$626K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11KClosed |
$651K - $803K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-11K- 6.96% |
$652K - $805K
|
147K
$13.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11KClosed |
$654K - $807K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11K- 9.06% |
$654K - $807K
|
111K
$10.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-12K- 9.22% |
$710K - $877K
|
118K
$10.7M
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13.1K- 5.34% |
$774K - $955K
|
232K
$21M
|