Purchases and Sales Made in Q3 2021 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.64MNew |
$230M - $249M
|
3.64M
$314M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5M+ 44.07% |
$158M - $171M
|
8.18M
$706M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.48MNew |
$93.8M - $101M
|
1.48M
$128M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.46M+ 22.06% |
$92.2M - $99.8M
|
8.07M
$696M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.33MNew |
$84.2M - $91.2M
|
1.33M
$115M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
972K+ 10.07% |
$61.5M - $66.6M
|
10.6M
$917M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
798K+ 64.1% |
$50.5M - $54.7M
|
2.04M
$176M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
721KNew |
$45.6M - $49.3M
|
721K
$62.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
661K+ 16.04% |
$41.8M - $45.2M
|
4.78M
$412M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
BUY
|
- |
546KNew |
$34.5M - $37.4M
|
546K
$47.1M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
477K+ 31.44% |
$30.2M - $32.7M
|
2M
$172M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
463K+ 80.87% |
$29.3M - $31.7M
|
1.03M
$89.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
458KNew |
$28.9M - $31.3M
|
458K
$39.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
437K+ 37.59% |
$27.7M - $29.9M
|
1.6M
$138M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
360K+ 1461.16% |
$22.8M - $24.7M
|
385K
$33.2M
|
|
|
Mar 15, 2022
Q3 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
304KNew |
$19.2M - $20.8M
|
304K
$26.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
284K+ 156158.23% |
$18M - $19.5M
|
284K
$24.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
235K+ 21.45% |
$14.8M - $16.1M
|
1.33M
$115M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
229K+ 6347.38% |
$14.5M - $15.7M
|
232K
$20M
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
221KNew |
$14M - $15.1M
|
221K
$19M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
210K+ 12.37% |
$13.3M - $14.4M
|
1.91M
$165M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
208K+ 20.59% |
$13.2M - $14.3M
|
1.22M
$105M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
198K+ 291.22% |
$12.6M - $13.6M
|
267K
$23M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
189K+ 6.09% |
$11.9M - $12.9M
|
3.29M
$284M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
178KNew |
$11.3M - $12.2M
|
178K
$15.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168K+ 14.81% |
$10.6M - $11.5M
|
1.3M
$112M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
161K+ 46.72% |
$10.2M - $11M
|
505K
$43.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
148K+ 29.78% |
$9.34M - $10.1M
|
644K
$55.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
134K+ 33.74% |
$8.46M - $9.15M
|
530K
$45.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
112KNew |
$7.1M - $7.69M
|
112K
$9.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
108K+ 9.15% |
$6.86M - $7.42M
|
1.29M
$112M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105KNew |
$6.63M - $7.17M
|
105K
$9.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
104K+ 82.56% |
$6.54M - $7.09M
|
229K
$19.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
103K+ 79.39% |
$6.52M - $7.05M
|
233K
$20.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103KNew |
$6.51M - $7.05M
|
103K
$8.88M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
102K+ 1462.22% |
$6.42M - $6.95M
|
108K
$9.35M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
98.8K+ 243.65% |
$6.24M - $6.76M
|
139K
$12M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
94.5K+ 31.85% |
$5.98M - $6.47M
|
391K
$33.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88K+ 3.3% |
$5.56M - $6.02M
|
2.75M
$237M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
87.5KNew |
$5.53M - $5.99M
|
87.5K
$7.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
85.1K+ 149.22% |
$5.38M - $5.82M
|
142K
$12.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
83.2K+ 11.98% |
$5.26M - $5.69M
|
778K
$67.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
79.8KNew |
$5.05M - $5.47M
|
79.8K
$6.89M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71K+ 142.62% |
$4.49M - $4.86M
|
121K
$10.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
66.6K+ 44.64% |
$4.21M - $4.56M
|
216K
$18.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
64.8KNew |
$4.1M - $4.44M
|
64.8K
$5.59M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
62.8K+ 15.3% |
$3.97M - $4.3M
|
474K
$40.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
57.7K+ 31.11% |
$3.65M - $3.95M
|
243K
$21M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
56.2K+ 147.1% |
$3.56M - $3.85M
|
94.5K
$8.15M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
53.7K+ 33.65% |
$3.39M - $3.67M
|
213K
$18.4M
|