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 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-43.3K- 3.48% |
$2.19M - $2.92M
|
1.2M
$103M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.9K- 29.83% |
$2.27M - $3.03M
|
106K
$9.09M
|
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-47.8K- 83.22% |
$2.41M - $3.22M
|
9.64K
$829K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-51.9K- 8.38% |
$2.62M - $3.5M
|
567K
$48.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-52.5KClosed |
$2.65M - $3.54M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.9K- 8.7% |
$2.77M - $3.7M
|
576K
$49.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-59.9K- 11.86% |
$3.02M - $4.03M
|
445K
$38.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-60K- 88.99% |
$3.03M - $4.04M
|
7.42K
$638K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60.3K- 6.74% |
$3.04M - $4.07M
|
834K
$71.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-62.8KClosed |
$3.17M - $4.23M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-63.2K- 7.94% |
$3.19M - $4.26M
|
733K
$63M
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-66.8K- 16.35% |
$3.37M - $4.5M
|
342K
$29.4M
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-67.5K- 18.55% |
$3.41M - $4.55M
|
296K
$25.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-69.8K- 49.66% |
$3.52M - $4.7M
|
70.8K
$6.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-79.5K- 16.8% |
$4.01M - $5.36M
|
394K
$33.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-83.8KClosed |
$4.23M - $5.65M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-94.1K- 17.37% |
$4.75M - $6.34M
|
448K
$38.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-94.4KClosed |
$4.77M - $6.36M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-96.9K- 86.56% |
$4.89M - $6.53M
|
15.1K
$1.29M
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-98.3KClosed |
$4.96M - $6.63M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-115K- 50.52% |
$5.78M - $7.72M
|
112K
$9.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-118K- 93.58% |
$5.96M - $7.95M
|
8.1K
$697K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-133K- 32.4% |
$6.73M - $8.99M
|
278K
$23.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-134K- 92.82% |
$6.78M - $9.06M
|
10.4K
$894K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-139K- 26.18% |
$7.03M - $9.39M
|
393K
$33.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-142K- 24.09% |
$7.16M - $9.56M
|
447K
$38.5M
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-145KClosed |
$7.31M - $9.76M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-155KClosed |
$7.84M - $10.5M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-176K- 74.32% |
$8.87M - $11.8M
|
60.8K
$5.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-186K- 9.11% |
$9.38M - $12.5M
|
1.86M
$160M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-191K- 95.28% |
$9.62M - $12.8M
|
9.44K
$812K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-207K- 6.15% |
$10.4M - $13.9M
|
3.15M
$271M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-214K- 55.42% |
$10.8M - $14.4M
|
172K
$14.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-247KClosed |
$12.5M - $16.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-248KClosed |
$12.5M - $16.7M
|
0
$0
|
|
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-261K- 50.0% |
$13.2M - $17.6M
|
261K
$22.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-273K- 11.65% |
$13.8M - $18.4M
|
2.07M
$178M
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-314KClosed |
$15.8M - $21.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-369K- 99.44% |
$18.6M - $24.9M
|
2.09K
$180K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-511K- 37.95% |
$25.8M - $34.5M
|
836K
$71.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-596K- 89.98% |
$30.1M - $40.2M
|
66.4K
$5.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-622K- 27.5% |
$31.4M - $41.9M
|
1.64M
$141M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-654K- 91.6% |
$33M - $44.1M
|
60K
$5.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-689K- 12.51% |
$34.8M - $46.4M
|
4.82M
$415M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-716K- 55.81% |
$36.1M - $48.3M
|
567K
$48.8M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.95M- 85.56% |
$149M - $199M
|
498K
$42.8M
|