Purchases and Sales Made in Q2 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33M+ 22.72% |
$118M - $157M
|
12.6M
$1.09B
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.75MNew |
$88.3M - $118M
|
1.75M
$151M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.7M+ 13.19% |
$85.8M - $115M
|
14.6M
$1.26B
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.29M+ 48.07% |
$65.1M - $87M
|
3.98M
$343M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
865K+ 30.88% |
$43.7M - $58.3M
|
3.67M
$316M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
415K+ 10.08% |
$20.9M - $28M
|
4.53M
$391M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
415K+ 10.08% |
$20.9M - $28M
|
4.53M
$391M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
369K+ 17660.66% |
$18.6M - $24.9M
|
372K
$32M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
348K+ 1275.23% |
$17.6M - $23.4M
|
375K
$32.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
343K+ 8.16% |
$17.3M - $23.1M
|
4.55M
$392M
|
|
|
Jul 13, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
282K+ 117.5% |
$14.2M - $19M
|
522K
$45M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262K+ 115.63% |
$13.2M - $17.6M
|
488K
$42.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
252K+ 55.29% |
$12.7M - $17M
|
707K
$61M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
242K+ 213.89% |
$12.2M - $16.3M
|
355K
$30.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
241KNew |
$12.2M - $16.2M
|
241K
$20.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
236K+ 34.29% |
$11.9M - $15.9M
|
923K
$79.6M
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
233K+ 1330.85% |
$11.8M - $15.7M
|
250K
$21.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
223K+ 8.95% |
$11.3M - $15M
|
2.72M
$234M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
206KNew |
$10.4M - $13.9M
|
206K
$17.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
204K+ 94.46% |
$10.3M - $13.8M
|
421K
$36.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
203K+ 85.35% |
$10.2M - $13.7M
|
441K
$38M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
197K+ 20.09% |
$9.95M - $13.3M
|
1.18M
$102M
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
182KNew |
$9.19M - $12.3M
|
182K
$15.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181K+ 77.57% |
$9.12M - $12.2M
|
414K
$35.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
179K+ 13.74% |
$9.01M - $12M
|
1.48M
$127M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
176K+ 4.74% |
$8.86M - $11.8M
|
3.88M
$335M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
175K+ 5.8% |
$8.83M - $11.8M
|
3.19M
$275M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
170K+ 1009.03% |
$8.56M - $11.4M
|
186K
$16.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
160KNew |
$8.05M - $10.8M
|
160K
$13.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
150KNew |
$7.56M - $10.1M
|
150K
$12.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
147K+ 218.14% |
$7.41M - $9.89M
|
214K
$18.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
145K+ 11.72% |
$7.32M - $9.78M
|
1.38M
$119M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
136K+ 236.38% |
$6.85M - $9.15M
|
193K
$16.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
135K+ 15.0% |
$6.81M - $9.09M
|
1.03M
$89.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
130K+ 22.8% |
$6.56M - $8.76M
|
700K
$60.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
128K+ 87.64% |
$6.47M - $8.63M
|
274K
$23.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
119K+ 63.38% |
$6.02M - $8.04M
|
308K
$26.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
119K+ 7.35% |
$5.99M - $8M
|
1.73M
$150M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
115K+ 9.55% |
$5.8M - $7.74M
|
1.32M
$114M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
113K+ 101.69% |
$5.72M - $7.64M
|
225K
$19.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
110KNew |
$5.55M - $7.4M
|
110K
$9.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
106K+ 11.37% |
$5.35M - $7.15M
|
1.04M
$89.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
106K+ 174.81% |
$5.34M - $7.13M
|
166K
$14.4M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
102K+ 18.0% |
$5.15M - $6.87M
|
668K
$57.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.9K+ 6.16% |
$4.44M - $5.92M
|
1.51M
$131M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
86.7KNew |
$4.38M - $5.84M
|
86.7K
$7.48M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
83K+ 3.33% |
$4.19M - $5.59M
|
2.57M
$222M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
82.5K+ 18.07% |
$4.17M - $5.56M
|
539K
$46.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
79.5K+ 584.92% |
$4.01M - $5.36M
|
93.1K
$8.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77.3K+ 10.81% |
$3.9M - $5.21M
|
792K
$68.3M
|