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
May 24, 2022 Q1 2022	M Holdings Securities, Inc. Portland, OR	BUY	-	5.06K New	$299K - $369K	5.06K $435K
May 05, 2022 Q1 2022	Main Street Research LLC Sausalito, CA	BUY	-	5.05K New	$299K - $369K	5.05K $434K
May 17, 2022 Q1 2022	Davidson Capital Management Inc. Corpus Christi, TX	BUY	-	5.01K New	$297K - $366K	5.01K $431K
Apr 25, 2022 Q1 2022	Patten & Patten Inc	BUY	-	4.45K New	$263K - $325K	4.45K $383K
May 13, 2022 Q1 2022	Karlinski Andrew C Irvine, CA	BUY	-	4.38K + 30.82%	$259K - $320K	18.6K $1.6M
May 13, 2022 Q1 2022	Rockefeller Capital Management L.P. New York, NY	BUY	-	4.2K + 6.36%	$249K - $307K	70.2K $6.04M
May 05, 2022 Q1 2022	Flynn Zito Capital Management, LLC	BUY	-	4.11K + 4.55%	$243K - $300K	94.4K $8.12M
May 10, 2022 Q1 2022	Pax Financial Group, LLC San Antonio, TX	BUY	-	4.09K + 4.97%	$242K - $298K	86.3K $7.43M
May 13, 2022 Q1 2022	Dakota Wealth Management	BUY	-	4K + 35.0%	$237K - $292K	15.4K $1.33M
May 04, 2022 Q1 2022	Rollins Financial	BUY	-	4K + 2.36%	$237K - $292K	174K $14.9M
May 16, 2022 Q1 2022	Cary Street Partners Asset Management LLC Richmond, VA	BUY	-	3.9K + 3.57%	$231K - $285K	113K $9.73M
Apr 14, 2022 Q1 2022	Inspirion Wealth Advisors, LLC	BUY	-	3.88K + 0.96%	$229K - $283K	409K $35.2M
Apr 22, 2022 Q1 2022	Wipfli Financial Advisors Llc,	BUY	-	3.87K New	$229K - $282K	3.87K $333K
May 13, 2022 Q1 2022	Ipg Investment Advisors LLC San Diego, CA	BUY	-	3.86K + 110.72%	$229K - $282K	7.35K $632K
May 16, 2022 Q1 2022	Mkt Advisors LLC Escondido, CA	BUY	-	3.72K New	$220K - $272K	3.72K $320K
Apr 20, 2022 Q1 2022	Koshinski Asset Management, Inc.	BUY	-	3.61K + 7.22%	$214K - $264K	53.6K $4.61M
Apr 27, 2022 Q1 2022	Helen Stephens Group, LLC	BUY	-	3.5K New	$207K - $255K	3.5K $301K
May 04, 2022 Q1 2022	Lex Aurum Advisors, LLC	BUY	-	3.43K + 11.61%	$203K - $250K	32.9K $2.83M
Apr 25, 2022 Q1 2022	Balasa Dinverno & Foltz LLC Itasca, IL	BUY	-	3.42K New	$202K - $249K	3.42K $294K
May 06, 2022 Q1 2022	Parcion Private Wealth LLC Bellevue, WA	BUY	-	3.41K New	$202K - $249K	3.41K $293K
Apr 29, 2022 Q1 2022	Melone Private Wealth, LLC	BUY	-	3.39K + 4.09%	$201K - $248K	86.4K $7.43M
Apr 27, 2022 Q1 2022	Sage Rhino Capital LLC	BUY	-	3.37K New	$199K - $246K	3.37K $290K
May 13, 2022 Q1 2022	Worth Asset Management, LLC	BUY	-	3.35K New	$198K - $245K	3.35K $288K
May 09, 2022 Q1 2022	Lake Street Financial LLC	BUY	-	3.33K New	$197K - $243K	3.33K $287K
May 11, 2022 Q1 2022	Bank Of New York Mellon Corp New York, NY	BUY	-	3.3K + 18.0%	$195K - $241K	21.6K $1.86M
May 13, 2022 Q1 2022	Mather Group, Llc. Chicago, IL	BUY	-	3.2K New	$189K - $233K	3.2K $275K
May 20, 2022 Q1 2022	Sawtooth Solutions, LLC	BUY	-	3.15K + 11.26%	$186K - $230K	31.1K $2.67M
May 05, 2022 Q1 2022	Dgs Capital Management, LLC	BUY	-	3.02K New	$179K - $221K	3.02K $260K
Apr 21, 2022 Q1 2022	Strateg Iq Financial Group, LLC	BUY	-	3.01K + 2.7%	$178K - $220K	114K $9.83M
Apr 20, 2022 Q1 2022	Transcend Capital Advisors, LLC	BUY	-	2.73K + 3.12%	$161K - $199K	90.3K $7.76M
May 04, 2022 Q1 2022	Financial Advisory Service, Inc.	BUY	-	2.6K + 134.45%	$154K - $190K	4.54K $390K
Apr 14, 2022 Q1 2022	Yhb Investment Advisors, Inc.	BUY	-	2.58K + 7.34%	$153K - $189K	37.8K $3.25M
Apr 25, 2022 Q1 2022	Wells Financial Advisors Inc	BUY	-	2.55K + 3.59%	$151K - $187K	73.8K $6.34M
Apr 18, 2022 Q1 2022	Waller Financial Planning Group, Inc	BUY	-	2.41K + 2.2%	$143K - $176K	112K $9.62M
Apr 25, 2022 Q1 2022	Harbor Group, Inc.	BUY	-	2.34K + 2.42%	$139K - $171K	99.3K $8.54M
May 16, 2022 Q1 2022	Forum Financial Management, LP Lombard, IL	BUY	-	2.33K + 31.17%	$138K - $170K	9.81K $844K
Apr 12, 2022 Q1 2022	Cooper Financial Group	BUY	-	2.31K + 3.49%	$136K - $168K	68.4K $5.88M
Apr 26, 2022 Q1 2022	Leicht Financial Planning & Wealth Management, Inc.	BUY	-	2.24K + 0.94%	$133K - $164K	240K $20.6M
May 13, 2022 Q1 2022	Certified Advisory Corp Altamonte Springs, FL	BUY	-	2.22K + 22.66%	$131K - $162K	12K $1.03M
May 05, 2022 Q1 2022	Compass Financial Advisors LLC	BUY	-	2.2K + 18.48%	$130K - $161K	14.1K $1.21M
May 20, 2022 Q1 2022	Chicago Partners Investment Group LLC	BUY	-	2.19K + 15.94%	$130K - $160K	16K $1.37M
May 16, 2022 Q1 2022	Fft Wealth Management LLC West Conshohocken, PA	BUY	-	2.15K + 0.3%	$127K - $157K	724K $62.3M
Apr 28, 2022 Q1 2022	Valeo Financial Advisors, LLC	BUY	-	1.99K + 51.34%	$118K - $145K	5.85K $504K
May 09, 2022 Q1 2022	Esl Trust Services, LLC	BUY	-	1.88K + 0.36%	$111K - $138K	531K $45.7M
May 09, 2022 Q1 2022	Moneco Advisors, LLC Fairfield, CT	BUY	-	1.86K + 17.25%	$110K - $136K	12.6K $1.09M
May 16, 2022 Q1 2022	Royal Bank Of Canada Toronto, A6	BUY	-	1.82K + 0.59%	$108K - $133K	309K $26.6M
May 12, 2022 Q1 2022	Principle Wealth Partners LLC	BUY	-	1.79K + 41.42%	$106K - $131K	6.12K $527K
May 13, 2022 Q1 2022	Centaurus Financial, Inc.	BUY	-	1.79K + 52.49%	$106K - $131K	5.2K $448K
Apr 15, 2022 Q1 2022	Paladin Advisory Group, LLC	BUY	-	1.79K New	$106K - $130K	1.79K $154K
May 12, 2022 Q1 2022	Bank Of Montreal Toronto, A6	BUY	-	1.78K + 40.29%	$106K - $130K	6.21K $534K

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Account

Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPYG)

5.06K

5.05K

5.01K

4.45K

4.38K

4.2K

4.11K

4.09K

4K

4K

3.9K

3.88K

3.87K

3.86K

3.72K

3.61K

3.5K

3.43K

3.42K

3.41K

3.39K

3.37K

3.35K

3.33K

3.3K

3.2K

3.15K

3.02K

3.01K

2.73K

2.6K

2.58K

2.55K

2.41K

2.34K

2.33K

2.31K

2.24K

2.22K

2.2K

2.19K

2.15K

1.99K

1.88K

1.86K

1.82K

1.79K

1.79K

1.79K

1.78K

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