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 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
11.1K+ 5.91% |
$657K - $811K
|
199K
$16.3M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11K+ 16.69% |
$652K - $805K
|
77.1K
$6.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
10.2K+ 3.72% |
$606K - $747K
|
285K
$23.4M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.2K+ 15.35% |
$604K - $746K
|
76.7K
$6.31M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.76K+ 9.28% |
$577K - $713K
|
115K
$9.45M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
9.68KNew |
$573K - $707K
|
9.68K
$795K
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
9.37KNew |
$554K - $684K
|
9.37K
$770K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.3K+ 1608.13% |
$550K - $679K
|
9.87K
$811K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.14K+ 78.41% |
$541K - $667K
|
20.8K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
9.09K+ 4.89% |
$538K - $664K
|
195K
$16M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.97K+ 193.63% |
$530K - $655K
|
13.6K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8.89K+ 119.35% |
$526K - $649K
|
16.3K
$1.34M
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
8.73K+ 12.67% |
$516K - $637K
|
77.6K
$6.38M
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
8.63K+ 12.33% |
$511K - $630K
|
78.6K
$6.46M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.36K+ 8.02% |
$495K - $610K
|
113K
$9.25M
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
8.31K+ 8.53% |
$492K - $607K
|
106K
$8.68M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
8.19KNew |
$484K - $598K
|
8.19K
$673K
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.13K+ 15.5% |
$481K - $594K
|
60.6K
$4.98M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.04K+ 13.13% |
$475K - $587K
|
69.2K
$5.69M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
8K+ 24.97% |
$473K - $584K
|
40K
$3.29M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.97KNew |
$471K - $582K
|
7.97K
$655K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.73K+ 50.22% |
$458K - $565K
|
23.1K
$1.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
7.58K+ 619.54% |
$448K - $553K
|
8.8K
$723K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.47K+ 115.93% |
$442K - $546K
|
13.9K
$1.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
7.45K+ 307.05% |
$441K - $544K
|
9.87K
$811K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.41K+ 46.23% |
$438K - $541K
|
23.4K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.41K+ 46.23% |
$438K - $541K
|
23.4K
$1.93M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.33KNew |
$434K - $535K
|
7.33K
$602K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.95KNew |
$411K - $507K
|
6.95K
$571K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.94KNew |
$410K - $507K
|
6.94K
$570K
|
|
|
Jun 08, 2022
Q1 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.94KNew |
$410K - $507K
|
6.94K
$570K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6.89KNew |
$408K - $503K
|
6.89K
$566K
|
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
6.74K+ 2.81% |
$399K - $492K
|
247K
$20.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.64K+ 1.83% |
$393K - $485K
|
369K
$30.3M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.46K+ 2.85% |
$382K - $472K
|
233K
$19.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.33K+ 20.64% |
$375K - $462K
|
37K
$3.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.2K+ 2.96% |
$367K - $453K
|
216K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.19K+ 6.45% |
$366K - $452K
|
102K
$8.38M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.04K+ 9.86% |
$357K - $441K
|
67.3K
$5.53M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.93KNew |
$351K - $433K
|
5.93K
$487K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.91K+ 6.34% |
$350K - $431K
|
99.1K
$8.14M
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
5.76K+ 29.4% |
$341K - $421K
|
25.3K
$2.08M
|
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
5.69KNew |
$337K - $416K
|
5.69K
$468K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5.68K+ 5.15% |
$336K - $414K
|
116K
$9.52M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
5.65K+ 8.69% |
$335K - $413K
|
70.7K
$5.81M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.59K+ 37.8% |
$330K - $408K
|
20.4K
$1.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.58K+ 2.93% |
$330K - $408K
|
196K
$16.1M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.4K+ 12.81% |
$320K - $395K
|
47.6K
$3.91M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.18KNew |
$307K - $379K
|
5.18K
$426K
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
5.14K+ 3.25% |
$304K - $375K
|
163K
$13.4M
|