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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
SELL
|
- |
-57- 1.23% |
$3.37K - $4.16K
|
4.56K
$392K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-68Closed |
$4.02K - $4.97K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-75- 13.04% |
$4.44K - $5.48K
|
500
$43K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-77- 0.88% |
$4.56K - $5.62K
|
8.66K
$745K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-87- 0.8% |
$5.15K - $6.35K
|
10.8K
$929K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-93- 0.34% |
$5.5K - $6.79K
|
27.3K
$2.35M
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-94- 3.25% |
$5.56K - $6.86K
|
2.8K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-97- 2.33% |
$5.74K - $7.08K
|
4.06K
$349K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-99- 3.8% |
$5.86K - $7.23K
|
2.5K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-101- 22.65% |
$5.98K - $7.38K
|
345
$29.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-109- 0.85% |
$6.45K - $7.96K
|
12.8K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-126Closed |
$7.46K - $9.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-132- 2.51% |
$7.81K - $9.64K
|
5.12K
$441K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-132- 4.68% |
$7.81K - $9.64K
|
2.69K
$231K
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-143- 0.37% |
$8.46K - $10.4K
|
38.4K
$3.3M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-151- 18.88% |
$8.93K - $11K
|
649
$55.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-163- 4.53% |
$9.64K - $11.9K
|
3.43K
$295K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-174Closed |
$10.3K - $12.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-200- 13.52% |
$11.8K - $14.6K
|
1.28K
$110K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-205- 1.43% |
$12.1K - $15K
|
14.1K
$1.22M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-211- 48.84% |
$12.5K - $15.4K
|
221
$19K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-212- 1.11% |
$12.5K - $15.5K
|
18.8K
$1.62M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-215- 1.04% |
$12.7K - $15.7K
|
20.5K
$1.77M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-222- 0.43% |
$13.1K - $16.2K
|
51.1K
$4.39M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-224- 2.94% |
$13.3K - $16.4K
|
7.38K
$635K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-246Closed |
$14.6K - $18K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-248- 0.26% |
$14.7K - $18.1K
|
96.6K
$8.31M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-249- 0.28% |
$14.7K - $18.2K
|
88.4K
$7.61M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-274- 13.26% |
$16.2K - $20K
|
1.79K
$154K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-300- 7.77% |
$17.8K - $21.9K
|
3.56K
$306K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-301- 13.08% |
$17.8K - $22K
|
2K
$172K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-309- 3.36% |
$18.3K - $22.6K
|
8.89K
$764K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-325- 6.23% |
$19.2K - $23.7K
|
4.89K
$420K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-325- 4.12% |
$19.2K - $23.7K
|
7.57K
$651K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-337- 1.51% |
$19.9K - $24.6K
|
22K
$1.89M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-345- 3.08% |
$20.4K - $25.2K
|
10.9K
$935K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-359- 2.04% |
$21.2K - $26.2K
|
17.3K
$1.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-388- 20.85% |
$23K - $28.3K
|
1.47K
$127K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-396- 24.54% |
$23.4K - $28.9K
|
1.22K
$105K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-400- 59.61% |
$23.7K - $29.2K
|
271
$23.3K
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-400- 9.69% |
$23.7K - $29.2K
|
3.73K
$321K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-413- 0.83% |
$24.4K - $30.2K
|
49.6K
$4.27M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-450- 1.34% |
$26.6K - $32.9K
|
33.2K
$2.85M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-477- 4.12% |
$28.2K - $34.8K
|
11.1K
$955K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-499- 49.8% |
$29.5K - $36.4K
|
503
$43.3K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-500Closed |
$29.6K - $36.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-503- 6.89% |
$29.8K - $36.7K
|
6.8K
$585K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-509- 7.15% |
$30.1K - $37.2K
|
6.61K
$569K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-523- 6.95% |
$30.9K - $38.2K
|
7K
$602K
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-534- 9.6% |
$31.6K - $39K
|
5.03K
$432K
|