Purchases and Sales Made in Q2 2021 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11M+ 468.11% |
$630M - $695M
|
13.4M
$1.11B
|
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.82M+ 21417.07% |
$218M - $241M
|
3.83M
$318M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.95M+ 108.37% |
$169M - $186M
|
5.68M
$471M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.66MNew |
$152M - $168M
|
2.66M
$221M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.16MNew |
$123M - $136M
|
2.16M
$179M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.72M+ 242.09% |
$98.3M - $108M
|
2.43M
$202M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.52M+ 18.65% |
$86.8M - $95.7M
|
9.66M
$801M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.39M+ 13465.06% |
$79.6M - $87.8M
|
1.4M
$116M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.29MNew |
$73.6M - $81.2M
|
1.29M
$107M
|
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.03M+ 69.64% |
$58.7M - $64.7M
|
2.5M
$207M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
706KNew |
$40.3M - $44.5M
|
706K
$58.5M
|
|
|
Mar 23, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
705K+ 86.77% |
$40.3M - $44.5M
|
1.52M
$126M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
606K+ 10.09% |
$34.6M - $38.2M
|
6.61M
$548M
|
|
|
Aug 04, 2021
Q2 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
574KNew |
$32.8M - $36.2M
|
574K
$47.6M
|
|
|
Dec 01, 2021
Q2 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
399KNew |
$22.8M - $25.2M
|
399K
$33.1M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
343K+ 73.34% |
$19.6M - $21.6M
|
811K
$67.2M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
340K+ 8758.41% |
$19.5M - $21.5M
|
344K
$28.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
333KNew |
$19M - $21M
|
333K
$27.6M
|
|
|
Jul 22, 2021
Q2 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
310KNew |
$17.7M - $19.6M
|
310K
$25.7M
|
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
260K+ 118.29% |
$14.9M - $16.4M
|
480K
$39.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
257K+ 13.63% |
$14.7M - $16.2M
|
2.15M
$178M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
255K+ 27.35% |
$14.6M - $16.1M
|
1.19M
$98.3M
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
232K+ 8.1% |
$13.3M - $14.7M
|
3.1M
$257M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
223K+ 5.73% |
$12.8M - $14.1M
|
4.12M
$342M
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
198K+ 5253.48% |
$11.3M - $12.5M
|
201K
$16.7M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
167K+ 128.09% |
$9.53M - $10.5M
|
297K
$24.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
155K+ 15.43% |
$8.89M - $9.81M
|
1.16M
$96.5M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
153K+ 102.46% |
$8.77M - $9.67M
|
303K
$25.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
153K+ 9.91% |
$8.76M - $9.66M
|
1.7M
$141M
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
149KNew |
$8.53M - $9.4M
|
149K
$12.4M
|
|
|
Aug 16, 2021
Q2 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
131KNew |
$7.48M - $8.25M
|
131K
$10.8M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
130KNew |
$7.46M - $8.23M
|
130K
$10.8M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
123K+ 339.7% |
$7.05M - $7.77M
|
160K
$13.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
116K+ 18.24% |
$6.64M - $7.32M
|
753K
$62.5M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
115K+ 282.91% |
$6.56M - $7.23M
|
155K
$12.9M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
108KNew |
$6.2M - $6.84M
|
108K
$9M
|
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
107K+ 13.74% |
$6.11M - $6.74M
|
885K
$73.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
102K+ 263.44% |
$5.81M - $6.41M
|
140K
$11.6M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
101K+ 32.58% |
$5.77M - $6.36M
|
411K
$34.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
100K+ 233.82% |
$5.72M - $6.31M
|
143K
$11.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
99K+ 550.0% |
$5.66M - $6.24M
|
117K
$9.7M
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
97.1KNew |
$5.55M - $6.12M
|
97.1K
$8.05M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
93.4K+ 23.73% |
$5.34M - $5.89M
|
487K
$40.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
93.2K+ 23.12% |
$5.33M - $5.88M
|
496K
$41.2M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
92.9K+ 285.63% |
$5.31M - $5.86M
|
125K
$10.4M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
73.3K+ 6375.46% |
$4.19M - $4.62M
|
74.4K
$6.17M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.7K+ 6.85% |
$4.16M - $4.59M
|
1.13M
$94.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Motive Wealth Advisors
|
BUY
|
- |
68.8KNew |
$3.94M - $4.34M
|
68.8K
$5.71M
|
|
|
Oct 18, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
68.8K+ 13.57% |
$3.93M - $4.34M
|
576K
$47.8M
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
68.2KNew |
$3.9M - $4.3M
|
68.2K
$5.65M
|