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 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
65.1K+ 2.69% |
$3.85M - $4.75M
|
2.49M
$220M
|
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
62.8KNew |
$3.71M - $4.58M
|
62.8K
$5.55M
|
|
|
Aug 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
62.8KNew |
$3.71M - $4.58M
|
62.8K
$5.55M
|
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
60.7KNew |
$3.59M - $4.43M
|
60.7K
$5.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
58.4K+ 113.66% |
$3.45M - $4.26M
|
110K
$9.71M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
57K+ 31.71% |
$3.37M - $4.16M
|
237K
$20.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
56.3K+ 10.5% |
$3.33M - $4.12M
|
593K
$52.5M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
55.5K+ 39.78% |
$3.28M - $4.05M
|
195K
$17.3M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.8K+ 3.92% |
$3.18M - $3.93M
|
1.43M
$126M
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
52.5KNew |
$3.11M - $3.84M
|
52.5K
$4.65M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51.9KNew |
$3.07M - $3.79M
|
51.9K
$4.59M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.1K+ 280.22% |
$2.96M - $3.66M
|
67.9K
$6.01M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 3.91% |
$2.75M - $3.4M
|
1.24M
$109M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.5KNew |
$2.75M - $3.4M
|
46.5K
$4.11M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
45.7K+ 211.25% |
$2.7M - $3.34M
|
67.3K
$5.96M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
45.4KNew |
$2.69M - $3.32M
|
45.4K
$4.02M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
42.7K+ 2.72% |
$2.53M - $3.12M
|
1.62M
$143M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
42.4K+ 23.02% |
$2.51M - $3.1M
|
227K
$20.1M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
42.4K+ 15.18% |
$2.51M - $3.1M
|
322K
$28.4M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
41.1K+ 11.77% |
$2.43M - $3M
|
390K
$34.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
40.9K+ 9.19% |
$2.42M - $2.99M
|
485K
$42.9M
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
40.7K+ 119.01% |
$2.41M - $2.97M
|
74.9K
$6.63M
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
40.6K+ 7.03% |
$2.4M - $2.97M
|
619K
$54.7M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40.6K+ 17.57% |
$2.4M - $2.96M
|
271K
$24M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.1K+ 14.78% |
$2.37M - $2.93M
|
311K
$27.5M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.2K+ 3.28% |
$2.26M - $2.79M
|
1.2M
$106M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.6K+ 8.38% |
$2.17M - $2.67M
|
474K
$41.9M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.9K+ 4.8% |
$2.07M - $2.55M
|
763K
$67.5M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34.8K+ 58.88% |
$2.06M - $2.54M
|
94K
$8.31M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.8KNew |
$2M - $2.47M
|
33.8K
$2.99M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.1KNew |
$1.96M - $2.42M
|
33.1K
$2.93M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
32.8K+ 51.47% |
$1.94M - $2.39M
|
96.4K
$8.53M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
32.4K+ 5.42% |
$1.92M - $2.37M
|
631K
$55.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
31.6K+ 6.44% |
$1.87M - $2.31M
|
521K
$46.1M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31KNew |
$1.83M - $2.26M
|
31K
$2.74M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
30.1K+ 3.94% |
$1.78M - $2.2M
|
796K
$70.4M
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
29KNew |
$1.72M - $2.12M
|
29K
$2.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
28.9K+ 52.72% |
$1.71M - $2.11M
|
83.8K
$7.42M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
28.7K+ 5.59% |
$1.7M - $2.1M
|
542K
$47.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.5K+ 4.72% |
$1.68M - $2.08M
|
631K
$55.8M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 121.09% |
$1.65M - $2.03M
|
50.8K
$4.49M
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
27.8K+ 4.17% |
$1.64M - $2.03M
|
695K
$61.5M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
27.8K+ 6.65% |
$1.64M - $2.03M
|
445K
$39.4M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
27.1K+ 196.06% |
$1.6M - $1.98M
|
40.9K
$3.61M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
26.1K+ 7.28% |
$1.55M - $1.91M
|
385K
$34M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
26K+ 2.13% |
$1.54M - $1.9M
|
1.25M
$110M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.9K+ 43.53% |
$1.53M - $1.89M
|
85.5K
$7.56M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.9KNew |
$1.53M - $1.89M
|
25.9K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
25.9KNew |
$1.53M - $1.89M
|
25.9K
$2.29M
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
25.4K+ 6.6% |
$1.5M - $1.85M
|
410K
$36.2M
|