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
|
Tag Stone Capital, Inc.
|
BUY
|
- |
44+ 0.05% |
$2.6K - $3.21K
|
96.8K
$8.79M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
43+ 28.67% |
$2.54K - $3.14K
|
193
$17.5K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40+ 22.86% |
$2.37K - $2.92K
|
215
$19.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
35+ 0.07% |
$2.07K - $2.56K
|
48.3K
$4.38M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 10.0% |
$1.78K - $2.19K
|
330
$30K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
29+ 0.84% |
$1.72K - $2.12K
|
3.46K
$314K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
27+ 0.34% |
$1.6K - $1.97K
|
8.07K
$733K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
26+ 520.0% |
$1.54K - $1.9K
|
31
$2.82K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
25+ 0.16% |
$1.48K - $1.83K
|
15.3K
$1.39M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
21+ 0.18% |
$1.24K - $1.53K
|
11.5K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21+ 0.08% |
$1.24K - $1.53K
|
28K
$2.55M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19+ 0.91% |
$1.12K - $1.39K
|
2.11K
$191K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
17+ 0.18% |
$1.01K - $1.24K
|
9.49K
$862K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
17+ 0.18% |
$1.01K - $1.24K
|
9.62K
$874K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16+ 0.12% |
$947 - $1.17K
|
13.2K
$1.2M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 3.64% |
$769 - $949
|
370
$33.6K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
13+ 0.9% |
$769 - $949
|
1.46K
$132K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 1.77% |
$592 - $730
|
574
$52.1K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.17% |
$592 - $730
|
6.03K
$547K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.22% |
$533 - $657
|
4.1K
$373K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9+ 0.18% |
$533 - $657
|
5.09K
$462K
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
8+ 0.18% |
$473 - $584
|
4.54K
$412K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
7+ 0.17% |
$414 - $511
|
4.18K
$380K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 38.89% |
$414 - $511
|
25
$2.27K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
6New |
$355 - $438
|
6
$545
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6+ 0.08% |
$355 - $438
|
7.62K
$692K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6New |
$355 - $438
|
6
$545
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.17% |
$355 - $438
|
3.52K
$320K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
5+ 100.0% |
$296 - $365
|
10
$909
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$178 - $219
|
1.77K
$161K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
3+ 0.08% |
$178 - $219
|
3.94K
$358K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$118 - $146
|
3.33K
$303K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.29% |
$59.2 - $73
|
342
$31.1K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.15% |
$59.2 - $73
|
650
$59.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$59.2 - $73
|
11.7K
$1.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.02% |
$118 - $146
|
9.44K
$857K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5Closed |
$296 - $365
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-6Closed |
$355 - $438
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8- 0.19% |
$473 - $584
|
4.16K
$378K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-12- 0.2% |
$710 - $876
|
6.03K
$548K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14- 0.43% |
$828 - $1.02K
|
3.28K
$298K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-17Closed |
$1.01K - $1.24K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-19- 0.27% |
$1.12K - $1.39K
|
6.96K
$632K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-20Closed |
$1.18K - $1.46K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-31- 0.12% |
$1.83K - $2.26K
|
26.3K
$2.39M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35- 48.61% |
$2.07K - $2.56K
|
37
$3.36K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39- 0.72% |
$2.31K - $2.85K
|
5.37K
$487K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-47- 0.65% |
$2.78K - $3.43K
|
7.15K
$650K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-53- 19.49% |
$3.14K - $3.87K
|
219
$19.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-56- 1.9% |
$3.31K - $4.09K
|
2.9K
$263K
|