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 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-98- 98.99% |
$4.95K - $6.6K
|
1
$86.2
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-99- 0.09% |
$5K - $6.67K
|
111K
$9.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-104- 1.82% |
$5.25K - $7.01K
|
5.6K
$483K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-107- 1.78% |
$5.4K - $7.21K
|
5.92K
$511K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-115- 1.26% |
$5.8K - $7.75K
|
9.02K
$778K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-125- 1.3% |
$6.31K - $8.42K
|
9.47K
$817K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130- 39.39% |
$6.56K - $8.76K
|
200
$17.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-138- 2.98% |
$6.96K - $9.3K
|
4.5K
$388K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-144- 2.85% |
$7.27K - $9.7K
|
4.91K
$424K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-157- 2.26% |
$7.92K - $10.6K
|
6.8K
$587K
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-165- 0.05% |
$8.33K - $11.1K
|
359K
$31M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-174- 0.4% |
$8.78K - $11.7K
|
43.5K
$3.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-181- 3.96% |
$9.14K - $12.2K
|
4.39K
$379K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-182- 1.29% |
$9.19K - $12.3K
|
14K
$1.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-183- 4.01% |
$9.24K - $12.3K
|
4.38K
$378K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-208- 4.79% |
$10.5K - $14K
|
4.14K
$357K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-224Closed |
$11.3K - $15.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-230- 5.49% |
$11.6K - $15.5K
|
3.96K
$342K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-231- 0.62% |
$11.7K - $15.6K
|
36.9K
$3.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-237- 0.31% |
$12K - $16K
|
77.4K
$6.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-260- 0.8% |
$13.1K - $17.5K
|
32.2K
$2.78M
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-294- 3.11% |
$14.8K - $19.8K
|
9.15K
$789K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-322- 4.06% |
$16.3K - $21.7K
|
7.61K
$656K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-344- 22.98% |
$17.4K - $23.2K
|
1.15K
$99.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-351- 4.62% |
$17.7K - $23.7K
|
7.24K
$624K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-368- 2.27% |
$18.6K - $24.8K
|
15.8K
$1.37M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-369- 5.59% |
$18.6K - $24.9K
|
6.24K
$538K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-382- 5.05% |
$19.3K - $25.7K
|
7.19K
$620K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-385- 0.42% |
$19.4K - $25.9K
|
91.4K
$7.88M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-449- 74.71% |
$22.7K - $30.3K
|
152
$13.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-467- 1.88% |
$23.6K - $31.5K
|
24.3K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-476- 2.29% |
$24K - $32.1K
|
20.3K
$1.75M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-479- 14.55% |
$24.2K - $32.3K
|
2.81K
$243K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-490- 58.54% |
$24.7K - $33K
|
347
$29.9K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-496- 1.09% |
$25K - $33.4K
|
44.9K
$3.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-496- 1.09% |
$25K - $33.4K
|
44.9K
$3.87M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-498- 1.81% |
$25.1K - $33.6K
|
27K
$2.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-509- 0.32% |
$25.7K - $34.3K
|
160K
$13.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-557- 21.03% |
$28.1K - $37.5K
|
2.09K
$180K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-558- 2.15% |
$28.2K - $37.6K
|
25.4K
$2.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-567- 5.1% |
$28.6K - $38.2K
|
10.5K
$909K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-569- 5.8% |
$28.7K - $38.3K
|
9.24K
$797K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-577- 5.85% |
$29.1K - $38.9K
|
9.29K
$802K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-590- 1.33% |
$29.8K - $39.8K
|
43.7K
$3.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-607- 9.18% |
$30.6K - $40.9K
|
6K
$518K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-629- 10.74% |
$31.7K - $42.4K
|
5.23K
$451K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-630- 2.09% |
$31.8K - $42.5K
|
29.6K
$2.55M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-734Closed |
$37K - $49.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-743- 2.12% |
$37.5K - $50.1K
|
34.3K
$2.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-750- 8.1% |
$37.9K - $50.5K
|
8.51K
$733K
|