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 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 20.82% |
$534K - $713K
|
40.2K
$3.46M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 40.05% |
$541K - $722K
|
16K
$1.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.7KClosed |
$541K - $722K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-10.8K- 5.48% |
$543K - $725K
|
185K
$15.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-11.1K- 11.48% |
$559K - $746K
|
85.3K
$7.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 68.1% |
$570K - $762K
|
5.29K
$455K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-11.9K- 6.88% |
$603K - $805K
|
162K
$13.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 52.91% |
$611K - $816K
|
10.8K
$927K
|
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.1K- 2.21% |
$661K - $883K
|
580K
$49.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-13.6K- 11.47% |
$684K - $913K
|
105K
$9M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14K- 56.92% |
$706K - $942K
|
10.6K
$910K
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-14.3K- 13.15% |
$723K - $966K
|
94.7K
$8.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-14.8KClosed |
$747K - $997K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-15K- 22.26% |
$758K - $1.01M
|
52.4K
$4.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.3K- 45.28% |
$774K - $1.03M
|
18.5K
$1.59M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-15.4K- 18.06% |
$779K - $1.04M
|
70K
$6.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-15.5KClosed |
$782K - $1.04M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-17K- 51.85% |
$858K - $1.15M
|
15.8K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.8K- 2.04% |
$900K - $1.2M
|
857K
$73.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-18.4KClosed |
$928K - $1.24M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19.3KClosed |
$973K - $1.3M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-19.5K- 24.95% |
$984K - $1.31M
|
58.7K
$5.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-19.8KClosed |
$1M - $1.34M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-20K- 4.88% |
$1.01M - $1.34M
|
389K
$33.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-20.8K- 50.01% |
$1.05M - $1.4M
|
20.8K
$1.79M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-23K- 45.06% |
$1.16M - $1.55M
|
28.1K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23.1KClosed |
$1.17M - $1.56M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24.1K- 12.13% |
$1.22M - $1.62M
|
175K
$15M
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24.3K- 3.5% |
$1.23M - $1.64M
|
671K
$57.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-25.5K- 33.01% |
$1.28M - $1.72M
|
51.6K
$4.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25.9KClosed |
$1.31M - $1.74M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-25.9K- 50.02% |
$1.31M - $1.75M
|
25.9K
$2.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-26.8K- 40.15% |
$1.35M - $1.81M
|
40K
$3.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-27K- 39.44% |
$1.36M - $1.82M
|
41.4K
$3.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28.4K- 40.44% |
$1.43M - $1.91M
|
41.8K
$3.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-29.2KClosed |
$1.47M - $1.97M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31KClosed |
$1.56M - $2.09M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-31.6KClosed |
$1.59M - $2.13M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-31.6KClosed |
$1.59M - $2.13M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-31.7K- 8.11% |
$1.6M - $2.13M
|
359K
$30.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32.6KClosed |
$1.65M - $2.2M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-34K- 35.02% |
$1.72M - $2.29M
|
63.1K
$5.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34KClosed |
$1.72M - $2.29M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-36K- 72.14% |
$1.82M - $2.43M
|
13.9K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36KClosed |
$1.82M - $2.43M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-36.4K- 6.52% |
$1.84M - $2.45M
|
522K
$44.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-37.5K- 5.94% |
$1.89M - $2.52M
|
593K
$51M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.3K- 5.41% |
$1.98M - $2.65M
|
686K
$59M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.4K- 34.53% |
$2.09M - $2.79M
|
78.4K
$6.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-43.3K- 32.07% |
$2.18M - $2.91M
|
91.6K
$7.88M
|