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
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.78K+ 3.28% |
$105K - $130K
|
56K
$4.81M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.78K+ 15.68% |
$105K - $130K
|
13.1K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.77K+ 8.16% |
$104K - $129K
|
23.4K
$2.01M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.7K+ 18.78% |
$100K - $124K
|
10.7K
$922K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
1.67K+ 1.84% |
$98.8K - $122K
|
92.4K
$7.95M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.6KNew |
$94.7K - $117K
|
1.6K
$138K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.6K+ 16.44% |
$94.4K - $117K
|
11.3K
$972K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 3.12% |
$94K - $116K
|
52.5K
$4.52M
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.57K+ 2.14% |
$92.8K - $115K
|
74.8K
$6.43M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.55K+ 20.82% |
$92K - $113K
|
9.02K
$776K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.55K+ 5.07% |
$91.5K - $113K
|
32K
$2.75M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.47KNew |
$87.2K - $108K
|
1.47K
$127K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.38K+ 4.97% |
$81.7K - $101K
|
29.2K
$2.51M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 5.65% |
$79.9K - $98.7K
|
25.3K
$2.17M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 3.12% |
$79.5K - $98.1K
|
44.4K
$3.82M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 3.58% |
$77.3K - $95.5K
|
37.8K
$3.25M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.29K+ 1.53% |
$76.2K - $94.1K
|
85.6K
$7.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.28K+ 18.58% |
$76K - $93.8K
|
8.19K
$705K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.25K+ 4.11% |
$73.8K - $91.1K
|
31.6K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.2K+ 0.18% |
$71.2K - $87.9K
|
686K
$59M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 5.42% |
$69.7K - $86K
|
22.9K
$1.97M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.17K+ 329.01% |
$69.1K - $85.3K
|
1.52K
$131K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.14K+ 4.7% |
$67.5K - $83.3K
|
25.4K
$2.19M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.13K+ 2.0% |
$66.8K - $82.5K
|
57.4K
$4.94M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.09K+ 28.71% |
$64.7K - $79.9K
|
4.9K
$422K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.09K+ 28.71% |
$64.7K - $79.9K
|
4.9K
$422K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.08KNew |
$63.8K - $78.8K
|
1.08K
$92.8K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1.08KNew |
$63.8K - $78.8K
|
1.08K
$92.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.05K+ 10.3% |
$61.8K - $76.3K
|
11.2K
$963K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
962+ 5.38% |
$56.9K - $70.3K
|
18.8K
$1.62M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
941New |
$55.7K - $68.7K
|
941
$80.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
936+ 18.54% |
$55.4K - $68.4K
|
5.99K
$515K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
857+ 5.08% |
$50.7K - $62.6K
|
17.7K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
814+ 2.93% |
$48.2K - $59.4K
|
28.6K
$2.46M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
810New |
$47.9K - $59.2K
|
810
$69.7K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
800New |
$47.3K - $58.4K
|
800
$68.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
763+ 15.6% |
$45.1K - $55.7K
|
5.65K
$486K
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
702+ 5.95% |
$41.5K - $51.3K
|
12.5K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
650+ 80.05% |
$38.5K - $47.5K
|
1.46K
$126K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
628+ 7.0% |
$37.2K - $45.9K
|
9.6K
$826K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
624+ 19.06% |
$36.9K - $45.6K
|
3.9K
$335K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
623+ 11.94% |
$36.9K - $45.5K
|
5.84K
$502K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
616+ 9.26% |
$36.4K - $45K
|
7.27K
$625K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
584+ 3.37% |
$34.6K - $42.6K
|
17.9K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
558+ 12.32% |
$33K - $40.8K
|
5.09K
$438K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
550+ 7.56% |
$32.5K - $40.2K
|
7.83K
$673K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
528+ 18.62% |
$31.2K - $38.6K
|
3.36K
$289K
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
520+ 7.11% |
$30.8K - $38K
|
7.83K
$674K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
490+ 141.21% |
$29K - $35.8K
|
837
$72K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
481+ 12.15% |
$28.5K - $35.1K
|
4.44K
$382K
|