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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1.8K- 4.49% |
$90.8K - $121K
|
38.2K
$3.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.86K- 7.67% |
$93.6K - $125K
|
22.3K
$1.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.88K- 2.03% |
$94.8K - $127K
|
90.5K
$7.81M
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.91K- 31.21% |
$96.4K - $129K
|
4.21K
$363K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 26.1% |
$97.5K - $130K
|
5.47K
$472K
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.96K- 32.75% |
$98.9K - $132K
|
4.03K
$347K
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.13K- 4.04% |
$107K - $143K
|
50.4K
$4.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.15K- 0.84% |
$109K - $145K
|
255K
$22M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-2.22K- 6.11% |
$112K - $149K
|
34.1K
$2.94M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.37K- 9.45% |
$120K - $160K
|
22.7K
$1.96M
|
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.44K- 46.37% |
$123K - $165K
|
2.83K
$244K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.5KClosed |
$126K - $169K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.51K- 65.16% |
$127K - $169K
|
1.34K
$116K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.62K- 33.42% |
$132K - $176K
|
5.21K
$450K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.66K- 8.47% |
$134K - $179K
|
28.8K
$2.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.68K- 5.7% |
$135K - $180K
|
44.3K
$3.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.69KClosed |
$136K - $181K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.74K- 14.56% |
$138K - $185K
|
16.1K
$1.39M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.77K- 23.73% |
$140K - $186K
|
8.9K
$768K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.81K- 12.98% |
$142K - $189K
|
18.8K
$1.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.81K- 24.0% |
$142K - $189K
|
8.89K
$768K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.89K- 21.55% |
$146K - $195K
|
10.5K
$908K
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.91K- 24.62% |
$147K - $196K
|
8.92K
$770K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-3KClosed |
$151K - $202K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-3K- 10.51% |
$152K - $202K
|
25.6K
$2.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02KClosed |
$152K - $203K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3.02KClosed |
$153K - $204K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.07K- 16.32% |
$155K - $207K
|
15.8K
$1.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.14KClosed |
$158K - $212K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.2KClosed |
$162K - $216K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-3.25KClosed |
$164K - $219K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.28KClosed |
$165K - $221K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-3.32KClosed |
$168K - $224K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.33K- 8.82% |
$168K - $224K
|
34.5K
$2.97M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.33KClosed |
$168K - $225K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.35KClosed |
$169K - $226K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.37KClosed |
$170K - $227K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.43K- 5.09% |
$173K - $231K
|
63.9K
$5.52M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.43KClosed |
$173K - $231K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.46KClosed |
$175K - $233K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-3.47KClosed |
$175K - $234K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.5KClosed |
$177K - $236K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.52KClosed |
$178K - $237K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.54K- 14.54% |
$179K - $238K
|
20.8K
$1.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.56KClosed |
$180K - $240K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3.6KClosed |
$182K - $243K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.6KClosed |
$182K - $243K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.73KClosed |
$188K - $251K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-3.85KClosed |
$194K - $259K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.02KClosed |
$203K - $271K
|
0
$0
|