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 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
476+ 5.42% |
$28.2K - $34.8K
|
9.26K
$796K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
456+ 6.73% |
$27K - $33.3K
|
7.23K
$622K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
450+ 4.16% |
$26.6K - $32.9K
|
11.3K
$968K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
446+ 58.99% |
$26.4K - $32.6K
|
1.2K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
439+ 5.72% |
$26K - $32.1K
|
8.12K
$698K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
425+ 1.23% |
$25.1K - $31K
|
35K
$3.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
425New |
$25.1K - $31K
|
425
$36.6K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
416+ 1.33% |
$24.6K - $30.4K
|
31.6K
$2.72M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
414+ 10.96% |
$24.5K - $30.2K
|
4.19K
$361K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
406+ 5.07% |
$24K - $29.7K
|
8.41K
$723K
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
400+ 11.33% |
$23.7K - $29.2K
|
3.93K
$338K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
376+ 3.33% |
$22.2K - $27.5K
|
11.7K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
370+ 46.37% |
$21.9K - $27K
|
1.17K
$100K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
368+ 32.6% |
$21.8K - $26.9K
|
1.5K
$129K
|
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
360+ 2.44% |
$21.3K - $26.3K
|
15.1K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
349+ 5.47% |
$20.7K - $25.5K
|
6.73K
$579K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
345+ 81.18% |
$20.4K - $25.2K
|
770
$66.2K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
337+ 2.92% |
$19.9K - $24.6K
|
11.9K
$1.02M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
294+ 0.62% |
$17.4K - $21.5K
|
47.6K
$4.1M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
283New |
$16.7K - $20.7K
|
283
$24.3K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
268New |
$15.9K - $19.6K
|
268
$23.1K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
268+ 1.11% |
$15.9K - $19.6K
|
24.3K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
255+ 3.48% |
$15.1K - $18.6K
|
7.59K
$653K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
250+ 3.1% |
$14.8K - $18.3K
|
8.32K
$716K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
240+ 226.42% |
$14.2K - $17.5K
|
346
$29.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
211+ 2.02% |
$12.5K - $15.4K
|
10.7K
$917K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
195+ 7.46% |
$11.5K - $14.2K
|
2.81K
$242K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
195+ 0.09% |
$11.5K - $14.2K
|
216K
$18.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
188+ 0.76% |
$11.1K - $13.7K
|
25.1K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
179+ 4.16% |
$10.6K - $13.1K
|
4.49K
$386K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 4.99% |
$9.76K - $12K
|
3.47K
$298K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
163+ 2.25% |
$9.64K - $11.9K
|
7.4K
$637K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
160+ 0.5% |
$9.47K - $11.7K
|
32.5K
$2.79M
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
160+ 0.66% |
$9.47K - $11.7K
|
24.2K
$2.08M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
160+ 1.43% |
$9.47K - $11.7K
|
11.3K
$976K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
157+ 96.32% |
$9.29K - $11.5K
|
320
$27.5K
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
128+ 3.44% |
$7.57K - $9.35K
|
3.85K
$331K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
120+ 2.15% |
$7.1K - $8.76K
|
5.7K
$490K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
120+ 3.97% |
$7.1K - $8.76K
|
3.14K
$270K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
111+ 1.09% |
$6.57K - $8.11K
|
10.3K
$884K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
108+ 2.67% |
$6.39K - $7.89K
|
4.16K
$358K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
103+ 0.66% |
$6.09K - $7.52K
|
15.8K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
99New |
$5.86K - $7.23K
|
99
$8.51K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
94+ 0.55% |
$5.56K - $6.86K
|
17.3K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
92+ 0.17% |
$5.44K - $6.72K
|
55.8K
$4.8M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
80New |
$4.73K - $5.84K
|
80
$6.88K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
80New |
$4.73K - $5.84K
|
80
$6.88K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
61+ 0.61% |
$3.61K - $4.45K
|
10K
$862K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
52+ 1.25% |
$3.08K - $3.8K
|
4.22K
$363K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
50New |
$2.96K - $3.65K
|
50
$4.3K
|