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 04, 2021
Q3 2021
|
Compton Financial Group, LLC
|
SELL
|
- |
-23K- 4.04% |
$1.46M - $1.58M
|
546K
$45.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
SELL
|
- |
-23.7K- 57.76% |
$1.5M - $1.62M
|
17.4K
$1.44M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-24.2K- 1.88% |
$1.53M - $1.66M
|
1.26M
$104M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-24.7K- 13.19% |
$1.56M - $1.69M
|
163K
$13.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-25.9K- 3.22% |
$1.64M - $1.78M
|
780K
$64.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-26.8KClosed |
$1.69M - $1.83M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.9K- 70.36% |
$1.76M - $1.91M
|
11.8K
$972K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-34.6K- 6.62% |
$2.19M - $2.37M
|
487K
$40.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35.4K- 7.72% |
$2.24M - $2.42M
|
423K
$35M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36K- 7.4% |
$2.28M - $2.47M
|
451K
$37.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-36.2K- 88.28% |
$2.29M - $2.48M
|
4.81K
$398K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-39.2K- 8.58% |
$2.48M - $2.68M
|
417K
$34.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-44.8K- 7.8% |
$2.83M - $3.07M
|
529K
$43.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-59.6K- 11.16% |
$3.77M - $4.08M
|
475K
$39.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-67.1KClosed |
$4.25M - $4.6M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-84.7K- 6.51% |
$5.35M - $5.8M
|
1.22M
$101M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-103K- 77.84% |
$6.53M - $7.07M
|
29.4K
$2.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-112K- 35.7% |
$7.11M - $7.7M
|
202K
$16.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-113K- 12.75% |
$7.13M - $7.72M
|
772K
$63.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-113K- 94.23% |
$7.17M - $7.76M
|
6.94K
$574K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-135K- 28.07% |
$8.52M - $9.23M
|
345K
$28.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-168K- 16.94% |
$10.6M - $11.5M
|
823K
$68M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-184K- 13.12% |
$11.6M - $12.6M
|
1.22M
$101M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244K- 84.9% |
$15.4M - $16.7M
|
43.3K
$3.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-262K- 10.49% |
$16.6M - $18M
|
2.24M
$185M
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-349K- 93.41% |
$22.1M - $23.9M
|
24.7K
$2.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-396KClosed |
$25.1M - $27.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-399KClosed |
$25.2M - $27.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-436K- 11.36% |
$27.5M - $29.8M
|
3.4M
$281M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-590K- 78.31% |
$37.3M - $40.4M
|
163K
$13.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-701K- 56.26% |
$44.3M - $48M
|
545K
$45M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-929K- 6.94% |
$58.7M - $63.6M
|
12.4M
$1.03B
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.44M- 66.97% |
$91.3M - $98.8M
|
712K
$58.9M
|
|
|
Feb 04, 2022
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.77M- 92.73% |
$112M - $121M
|
139K
$11.5M
|