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 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.25K+ 4.29% |
$214K - $286K
|
103K
$8.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.24K+ 2.49% |
$214K - $286K
|
175K
$15.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
4.21K+ 5.71% |
$212K - $283K
|
77.9K
$6.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.2K+ 15.87% |
$212K - $283K
|
30.7K
$2.64M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.98KNew |
$201K - $268K
|
3.98K
$343K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.98K+ 3.17% |
$201K - $268K
|
130K
$11.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.98K+ 3.48% |
$201K - $268K
|
118K
$10.2M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.93K+ 22.31% |
$198K - $265K
|
21.5K
$1.86M
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.86K+ 2.31% |
$195K - $260K
|
171K
$14.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.8K+ 14.97% |
$192K - $256K
|
29.1K
$2.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.76K+ 16.26% |
$190K - $253K
|
26.9K
$2.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.74K+ 82.49% |
$189K - $252K
|
8.28K
$714K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.65KNew |
$184K - $246K
|
3.65K
$315K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 1.46% |
$175K - $234K
|
241K
$20.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
3.47K+ 23.23% |
$175K - $234K
|
18.4K
$1.59M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.37K+ 3.66% |
$170K - $227K
|
95.4K
$8.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.36K+ 88.94% |
$170K - $227K
|
7.14K
$616K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.32K+ 1543.26% |
$167K - $224K
|
3.53K
$305K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
3.14K+ 4.59% |
$158K - $211K
|
71.6K
$6.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.11K+ 27.47% |
$157K - $209K
|
14.4K
$1.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.1K+ 3.05% |
$156K - $209K
|
105K
$9.02M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 1.89% |
$148K - $197K
|
158K
$13.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.92K+ 1.98% |
$147K - $197K
|
150K
$13M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.91K+ 32.65% |
$147K - $196K
|
11.8K
$1.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.91K+ 20.59% |
$147K - $196K
|
17K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.73KNew |
$138K - $184K
|
2.73K
$236K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.72KNew |
$137K - $183K
|
2.72K
$234K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.71K+ 50.53% |
$137K - $183K
|
8.08K
$696K
|
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
2.7K+ 36.13% |
$136K - $182K
|
10.2K
$879K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.65K+ 43.35% |
$134K - $179K
|
8.78K
$757K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.63K+ 10.4% |
$133K - $177K
|
27.9K
$2.41M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.62K+ 5.5% |
$132K - $176K
|
50.2K
$4.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.54K+ 31.02% |
$128K - $171K
|
10.7K
$925K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.46K+ 32.27% |
$124K - $166K
|
10.1K
$869K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.46K+ 11.17% |
$124K - $166K
|
24.5K
$2.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.45K+ 14.53% |
$124K - $165K
|
19.3K
$1.67M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.35K+ 47.97% |
$118K - $158K
|
7.23K
$624K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.33KNew |
$118K - $157K
|
2.33K
$201K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.29K+ 24.94% |
$115K - $154K
|
11.5K
$988K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.28K+ 12.17% |
$115K - $154K
|
21K
$1.81M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.24K+ 50.38% |
$113K - $151K
|
6.68K
$576K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.12K+ 50.47% |
$107K - $143K
|
6.31K
$544K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.06K+ 2.38% |
$104K - $138K
|
88.4K
$7.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.01K+ 3.59% |
$101K - $135K
|
58K
$5M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96KNew |
$99.1K - $132K
|
1.96K
$169K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.95KNew |
$98.4K - $131K
|
1.95K
$168K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.94K+ 32.73% |
$98K - $131K
|
7.88K
$679K
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.88K+ 0.26% |
$94.8K - $127K
|
726K
$62.6M
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.78K+ 18.39% |
$90K - $120K
|
11.5K
$990K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.71K+ 4.55% |
$86.1K - $115K
|
39.2K
$3.38M
|