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 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 23.26% |
$84.8K - $113K
|
8.91K
$804K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.66K+ 2.35% |
$83.8K - $112K
|
72.4K
$6.53M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
1.64K+ 37.23% |
$82.9K - $111K
|
6.05K
$546K
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 0.43% |
$79.8K - $107K
|
371K
$33.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.57K+ 29.15% |
$79K - $105K
|
6.93K
$625K
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
BUY
|
- |
1.57K+ 1.75% |
$79K - $105K
|
91.2K
$8.23M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.54KNew |
$77.5K - $104K
|
1.54K
$139K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.5K+ 25.08% |
$75.9K - $101K
|
7.5K
$677K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1.5K+ 51.78% |
$75.7K - $101K
|
4.4K
$397K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.44K+ 14.63% |
$72.9K - $97.3K
|
11.3K
$1.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 24.78% |
$71.8K - $95.9K
|
7.17K
$646K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.34K+ 361.35% |
$67.5K - $90.1K
|
1.71K
$154K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 37.9% |
$66.4K - $88.6K
|
4.79K
$432K
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.28K+ 6.3% |
$64.8K - $86.5K
|
21.6K
$1.95M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.24K+ 24.5% |
$62.5K - $83.4K
|
6.29K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.21K+ 10.28% |
$61.1K - $81.6K
|
13K
$1.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.19K+ 6.78% |
$59.9K - $79.9K
|
18.7K
$1.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.18K+ 3.8% |
$59.7K - $79.7K
|
32.3K
$2.91M
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 3.03% |
$58.7K - $78.4K
|
39.6K
$3.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 18.08% |
$55.5K - $74.1K
|
7.18K
$648K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.1K+ 0.27% |
$55.5K - $74.1K
|
408K
$36.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 1.0% |
$54K - $72.1K
|
108K
$9.76M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 1.18% |
$53.9K - $72K
|
91.3K
$8.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 9.49% |
$53.9K - $72K
|
12.3K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.06K+ 13.34% |
$53.6K - $71.6K
|
9.03K
$815K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.03K+ 14.94% |
$51.9K - $69.3K
|
7.92K
$714K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
955+ 1.78% |
$48.2K - $64.4K
|
54.5K
$4.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
950+ 0.38% |
$47.9K - $64K
|
250K
$22.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
898+ 14.27% |
$45.3K - $60.5K
|
7.19K
$649K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
875New |
$44.2K - $59K
|
875
$78.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
814+ 7.53% |
$41.1K - $54.9K
|
11.6K
$1.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
809+ 0.88% |
$40.8K - $54.5K
|
92.6K
$8.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
756+ 12.94% |
$38.2K - $50.9K
|
6.6K
$595K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
753+ 0.85% |
$38K - $50.7K
|
89.2K
$8.04M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
743+ 48.79% |
$37.5K - $50.1K
|
2.27K
$204K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
740+ 14.36% |
$37.3K - $49.9K
|
5.89K
$531K
|
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
740+ 10.1% |
$37.3K - $49.9K
|
8.07K
$728K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
724+ 4.43% |
$36.5K - $48.8K
|
17.1K
$1.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
713+ 36.4% |
$36K - $48K
|
2.67K
$241K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
708+ 39.49% |
$35.7K - $47.7K
|
2.5K
$226K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
684+ 1.45% |
$34.5K - $46.1K
|
47.8K
$4.31M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
655New |
$33.1K - $44.1K
|
655
$59.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
647+ 9.52% |
$32.7K - $43.6K
|
7.44K
$671K
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
626+ 0.3% |
$31.6K - $42.2K
|
212K
$19.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
617+ 7.6% |
$31.1K - $41.6K
|
8.73K
$788K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
605+ 0.22% |
$30.5K - $40.8K
|
273K
$24.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
578+ 7.38% |
$29.2K - $39K
|
8.41K
$759K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
555+ 4.23% |
$28K - $37.4K
|
13.7K
$1.23M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
544+ 3.42% |
$27.5K - $36.7K
|
16.4K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
530+ 1.43% |
$26.7K - $35.7K
|
37.5K
$3.39M
|