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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
25.4KNew |
$1.28M - $1.71M
|
25.4K
$2.19M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
25.4K+ 1.53% |
$1.28M - $1.71M
|
1.69M
$145M
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
25.3K+ 6.24% |
$1.28M - $1.7M
|
431K
$37M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
24.5K+ 206.89% |
$1.23M - $1.65M
|
36.3K
$3.12M
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
23.1K+ 586.51% |
$1.16M - $1.55M
|
27K
$2.32M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23K+ 720.34% |
$1.16M - $1.55M
|
26.2K
$2.26M
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
22.9K+ 122.99% |
$1.16M - $1.54M
|
41.5K
$3.57M
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
22.9K+ 5.49% |
$1.15M - $1.54M
|
440K
$37.8M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
22.8K+ 43.42% |
$1.15M - $1.54M
|
75.4K
$6.48M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.8K+ 82.8% |
$1.15M - $1.54M
|
50.4K
$4.33M
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
22.2KNew |
$1.12M - $1.49M
|
22.2K
$1.91M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
22K+ 176.58% |
$1.11M - $1.48M
|
34.4K
$2.96M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
21.4KNew |
$1.08M - $1.44M
|
21.4K
$1.84M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
20.9K+ 612.74% |
$1.05M - $1.41M
|
24.3K
$2.09M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.5K+ 44.16% |
$1.04M - $1.38M
|
67K
$5.77M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.4K+ 3.08% |
$1.03M - $1.38M
|
685K
$58.9M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.7K+ 23.6% |
$993K - $1.33M
|
103K
$8.86M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.5K+ 124.32% |
$982K - $1.31M
|
35.1K
$3.02M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
19.4K+ 6.02% |
$977K - $1.3M
|
341K
$29.3M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.2K+ 18.81% |
$968K - $1.29M
|
121K
$10.4M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
18.9K+ 26.73% |
$955K - $1.28M
|
89.8K
$7.72M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18.8K+ 4.88% |
$947K - $1.26M
|
404K
$34.7M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 44.23% |
$911K - $1.22M
|
58.9K
$5.06M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
17.1K+ 3421.2% |
$863K - $1.15M
|
17.6K
$1.51M
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
16.3K+ 21.8% |
$824K - $1.1M
|
91.2K
$7.85M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16.3KNew |
$820K - $1.1M
|
16.3K
$1.4M
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
16.1K+ 20.42% |
$810K - $1.08M
|
94.7K
$8.14M
|
|
Aug 03, 2022
Q2 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
15.9KNew |
$802K - $1.07M
|
15.9K
$1.37M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.8K+ 14.01% |
$797K - $1.06M
|
128K
$11M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.2K+ 5145.61% |
$769K - $1.03M
|
15.5K
$1.34M
|
|
Aug 02, 2022
Q2 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
14.8K+ 2.93% |
$747K - $997K
|
519K
$44.7M
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14.2K+ 4.38% |
$718K - $959K
|
339K
$29.2M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.1KNew |
$710K - $948K
|
14.1K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
13.6K+ 8.33% |
$686K - $917K
|
177K
$15.2M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
13.5K+ 11.68% |
$683K - $912K
|
129K
$11.1M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.4K+ 40.66% |
$676K - $902K
|
46.3K
$3.98M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13.4K+ 52.64% |
$675K - $902K
|
38.8K
$3.34M
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
13K+ 24.81% |
$658K - $878K
|
65.6K
$5.64M
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12.9K+ 15.68% |
$653K - $872K
|
95.5K
$8.21M
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
12.7KNew |
$642K - $857K
|
12.7K
$1.09M
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
12.6K+ 3.08% |
$638K - $852K
|
422K
$36.3M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.6K+ 99.52% |
$635K - $848K
|
25.2K
$2.17M
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
12.5K+ 47.52% |
$630K - $841K
|
38.8K
$3.33M
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
12.4K+ 12.53% |
$628K - $838K
|
112K
$9.61M
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
12.1K+ 361.55% |
$608K - $812K
|
15.4K
$1.32M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.8K+ 81.0% |
$597K - $797K
|
26.4K
$2.27M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11.7K+ 17.61% |
$590K - $788K
|
78.1K
$6.72M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 329.44% |
$586K - $782K
|
15.1K
$1.3M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.6K+ 3.84% |
$584K - $780K
|
313K
$26.9M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
11.5K+ 1.68% |
$581K - $775K
|
698K
$60M
|