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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.49K- 1.73% |
$221K - $239K
|
198K
$16.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.53K- 52.29% |
$223K - $242K
|
3.22K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.56K- 4.34% |
$225K - $244K
|
78.5K
$6.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.64KClosed |
$230K - $249K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.01K- 10.93% |
$254K - $274K
|
32.7K
$2.69M
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.13K- 50.0% |
$261K - $282K
|
4.13K
$339K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.17K- 0.1% |
$264K - $285K
|
4.09M
$336M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.2KClosed |
$266K - $288K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.23K- 2.65% |
$268K - $290K
|
156K
$12.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.42K- 21.36% |
$279K - $302K
|
16.3K
$1.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.44K- 6.14% |
$280K - $304K
|
67.8K
$5.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.62KClosed |
$292K - $316K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4.73K- 3.31% |
$299K - $324K
|
138K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.77K- 4.2% |
$302K - $327K
|
109K
$8.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.83K- 8.55% |
$305K - $330K
|
51.6K
$4.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.93K- 8.24% |
$311K - $337K
|
54.9K
$4.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-5.01K- 46.06% |
$317K - $343K
|
5.86K
$482K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.22KClosed |
$330K - $357K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-5.31K- 0.41% |
$335K - $363K
|
1.28M
$105M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.47K- 0.95% |
$346K - $374K
|
573K
$47.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.67KClosed |
$358K - $388K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.05K- 13.14% |
$383K - $414K
|
40K
$3.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-6.59K- 18.63% |
$417K - $451K
|
28.8K
$2.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.94K- 24.74% |
$439K - $475K
|
21.1K
$1.74M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-7.16K- 18.53% |
$453K - $490K
|
31.5K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-7.19K- 54.3% |
$455K - $492K
|
6.05K
$497K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.53K- 11.67% |
$476K - $515K
|
57K
$4.68M
|
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-8.03K- 3.19% |
$508K - $550K
|
244K
$20.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.09K- 0.33% |
$511K - $553K
|
2.42M
$199M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.27K- 16.1% |
$523K - $566K
|
43.1K
$3.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-8.42K- 7.64% |
$532K - $576K
|
102K
$8.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-8.49K- 1.99% |
$537K - $581K
|
419K
$34.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.91K- 18.82% |
$563K - $610K
|
38.4K
$3.16M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.02KClosed |
$571K - $618K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.31K- 59.24% |
$589K - $637K
|
6.4K
$526K
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-9.85KClosed |
$623K - $674K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.97KClosed |
$630K - $682K
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.6K- 65.69% |
$668K - $724K
|
5.52K
$454K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-11.6KClosed |
$732K - $792K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.8K- 9.06% |
$747K - $809K
|
119K
$9.75M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.9K- 6.62% |
$749K - $811K
|
167K
$13.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13K- 4.41% |
$820K - $888K
|
281K
$23.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15K- 10.71% |
$949K - $1.03M
|
125K
$10.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-16.8K- 58.58% |
$1.06M - $1.15M
|
11.9K
$976K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-17.1K- 2.66% |
$1.08M - $1.17M
|
627K
$51.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-17.4K- 3.53% |
$1.1M - $1.19M
|
476K
$39.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18.8K- 33.67% |
$1.19M - $1.29M
|
37.1K
$3.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-19.9K- 6.41% |
$1.26M - $1.36M
|
291K
$23.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-21.6K- 13.04% |
$1.37M - $1.48M
|
144K
$11.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.6K- 2.24% |
$1.37M - $1.48M
|
945K
$77.7M
|