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 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-13.5KClosed |
$799K - $986K
|
0
$0
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.7K- 5.61% |
$871K - $1.08M
|
248K
$21.3M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.7K- 5.61% |
$871K - $1.08M
|
248K
$21.3M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.9K- 99.71% |
$880K - $1.09M
|
44
$3.78K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-15.1KClosed |
$893K - $1.1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-15.1K- 76.68% |
$894K - $1.1M
|
4.59K
$395K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-15.5KClosed |
$915K - $1.13M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-16.1KClosed |
$951K - $1.17M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.3K- 10.95% |
$1.02M - $1.26M
|
141K
$12.1M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18K- 49.02% |
$1.07M - $1.32M
|
18.8K
$1.61M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-18.2K- 19.8% |
$1.08M - $1.33M
|
73.7K
$6.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.8K- 2.67% |
$1.11M - $1.38M
|
688K
$59.1M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-19K- 27.6% |
$1.13M - $1.39M
|
49.9K
$4.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-20.8K- 12.48% |
$1.23M - $1.52M
|
146K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-21K- 12.67% |
$1.24M - $1.53M
|
145K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-21.9K- 76.31% |
$1.29M - $1.6M
|
6.79K
$584K
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-23.1K- 5.36% |
$1.37M - $1.69M
|
409K
$35.2M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23.6K- 34.2% |
$1.4M - $1.72M
|
45.4K
$3.91M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23.6K- 34.2% |
$1.4M - $1.72M
|
45.4K
$3.91M
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-23.7KClosed |
$1.4M - $1.73M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-25.6K- 19.26% |
$1.51M - $1.87M
|
107K
$9.22M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-25.6K- 5.92% |
$1.51M - $1.87M
|
406K
$35M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-26KClosed |
$1.54M - $1.9M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-26.1K- 23.83% |
$1.54M - $1.9M
|
83.3K
$7.17M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-26.2K- 83.84% |
$1.55M - $1.91M
|
5.05K
$435K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-26.6KClosed |
$1.57M - $1.94M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-27.3KClosed |
$1.61M - $1.99M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-27.5KClosed |
$1.62M - $2.01M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.7KClosed |
$1.64M - $2.02M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-28KClosed |
$1.66M - $2.05M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.4KClosed |
$1.8M - $2.22M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31K- 64.77% |
$1.84M - $2.26M
|
16.9K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-32.5K- 6.04% |
$1.92M - $2.37M
|
505K
$43.4M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 8.16% |
$1.95M - $2.4M
|
370K
$31.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-33.5K- 32.88% |
$1.98M - $2.45M
|
68.4K
$5.88M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-33.8KClosed |
$2M - $2.47M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-34.9K- 69.83% |
$2.07M - $2.55M
|
15.1K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-36.8K- 1.6% |
$2.18M - $2.69M
|
2.26M
$194M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-39.1K- 36.97% |
$2.32M - $2.86M
|
66.8K
$5.74M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-39.7K- 34.91% |
$2.35M - $2.9M
|
74K
$6.37M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.6K- 55.01% |
$2.46M - $3.04M
|
34K
$2.92M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-41.7K- 13.26% |
$2.47M - $3.05M
|
273K
$23.5M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.4K- 5.06% |
$2.51M - $3.1M
|
796K
$68.5M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-42.8K- 7.44% |
$2.53M - $3.12M
|
532K
$45.8M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-43K- 50.87% |
$2.55M - $3.14M
|
41.6K
$3.58M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-44.9KClosed |
$2.66M - $3.28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-45.2K- 99.35% |
$2.68M - $3.3M
|
296
$25.5K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.4K- 7.3% |
$2.74M - $3.39M
|
589K
$50.7M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-46.5K- 83.11% |
$2.75M - $3.39M
|
9.45K
$812K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-48.3K- 20.14% |
$2.86M - $3.53M
|
192K
$16.5M
|