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 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
40+ 0.23% |
$2.02K - $2.7K
|
17.4K
$1.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40+ 0.24% |
$2.02K - $2.7K
|
16.4K
$1.41M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
38New |
$1.92K - $2.56K
|
38
$3.27K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
37+ 616.67% |
$1.87K - $2.49K
|
43
$3.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
35+ 0.23% |
$1.77K - $2.36K
|
15.2K
$1.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
34+ 0.81% |
$1.72K - $2.29K
|
4.25K
$366K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$1.41K - $1.89K
|
28
$2.41K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.24% |
$1.31K - $1.75K
|
10.7K
$920K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
26+ 11.87% |
$1.31K - $1.75K
|
245
$21.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
26+ 32.5% |
$1.31K - $1.75K
|
106
$9.12K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
24+ 0.25% |
$1.21K - $1.62K
|
9.64K
$829K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
23+ 0.24% |
$1.16K - $1.55K
|
9.51K
$818K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
18+ 0.85% |
$908 - $1.21K
|
2.13K
$183K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16New |
$808 - $1.08K
|
16
$1.38K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
14New |
$707 - $943
|
14
$1.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
13+ 0.06% |
$656 - $876
|
23.4K
$2.02M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
13+ 0.06% |
$656 - $876
|
23.4K
$2.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.22% |
$555 - $741
|
5.1K
$439K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
11+ 0.26% |
$555 - $741
|
4.19K
$360K
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10+ 0.22% |
$505 - $674
|
4.55K
$391K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
8+ 0.2% |
$404 - $539
|
3.95K
$339K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 3.63% |
$353 - $472
|
200
$17.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.02% |
$353 - $472
|
31.6K
$2.72M
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$202 - $270
|
1.78K
$153K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.31% |
$101 - $135
|
652
$56.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$50.5 - $67.4
|
1.07K
$92.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.49% |
$50.5 - $67.4
|
207
$17.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$50.5 - $67.4
|
504
$43.3K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.37% |
$50.5 - $67.4
|
272
$23.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.88% |
$50.5 - $67.4
|
114
$9.81K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$50.5 - $67.4
|
1.47K
$127K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$50.5 - $67.4
|
7.14K
$614K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.29% |
$50.5 - $67.4
|
343
$29.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$50.5 - $67.4
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-6Closed |
$303 - $404
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-12- 0.21% |
$606 - $809
|
5.67K
$488K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-15- 0.37% |
$757 - $1.01K
|
4.09K
$351K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-19- 0.23% |
$959 - $1.28K
|
8.3K
$714K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-30- 0.5% |
$1.51K - $2.02K
|
6K
$516K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-30- 0.49% |
$1.51K - $2.02K
|
6.04K
$520K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-31Closed |
$1.56K - $2.09K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45- 11.63% |
$2.27K - $3.03K
|
342
$29.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-50Closed |
$2.52K - $3.37K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-63- 0.12% |
$3.18K - $4.25K
|
54.4K
$4.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-68- 5.82% |
$3.43K - $4.58K
|
1.1K
$94.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-68- 1.34% |
$3.43K - $4.58K
|
5.02K
$432K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-75Closed |
$3.79K - $5.05K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-81- 9.82% |
$4.09K - $5.46K
|
744
$64K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-84- 24.28% |
$4.24K - $5.66K
|
262
$22.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-86- 1.65% |
$4.34K - $5.8K
|
5.12K
$440K
|