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
|
Townsquare Capital LLC
|
BUY
|
- |
53.5K+ 4.61% |
$3.38M - $3.66M
|
1.21M
$99.8M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
52.9K+ 1297.06% |
$3.35M - $3.62M
|
57K
$4.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.2K+ 17.22% |
$3.3M - $3.57M
|
355K
$29.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
51.7K+ 9.22% |
$3.27M - $3.54M
|
612K
$50.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
51K+ 10.35% |
$3.22M - $3.49M
|
543K
$44.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
50.5KNew |
$3.2M - $3.46M
|
50.5K
$4.16M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
50.4K+ 23.67% |
$3.19M - $3.45M
|
264K
$21.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
49.7K+ 7.18% |
$3.14M - $3.4M
|
742K
$61M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
49K+ 103.45% |
$3.1M - $3.36M
|
96.4K
$7.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
46.3K+ 2.16% |
$2.93M - $3.17M
|
2.19M
$180M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.4K+ 13.0% |
$2.87M - $3.11M
|
395K
$32.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
45.4KNew |
$2.87M - $3.11M
|
45.4K
$3.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
45K+ 234.6% |
$2.85M - $3.08M
|
64.2K
$5.28M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.1K+ 611.45% |
$2.6M - $2.81M
|
47.8K
$3.93M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$2.58M - $2.79M
|
40.8K
$3.35M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
40.5K+ 13.37% |
$2.56M - $2.77M
|
344K
$28.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
39.4K+ 7.46% |
$2.49M - $2.7M
|
568K
$46.7M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
39.3K+ 30.08% |
$2.49M - $2.69M
|
170K
$14M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39.1K+ 314.83% |
$2.48M - $2.68M
|
51.6K
$4.24M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
35.7K+ 143.95% |
$2.26M - $2.44M
|
60.5K
$4.98M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
35.3KNew |
$2.23M - $2.41M
|
35.3K
$2.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
32.4K+ 704.34% |
$2.05M - $2.22M
|
37K
$3.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32KNew |
$2.02M - $2.19M
|
32K
$2.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31.4K+ 4.45% |
$1.99M - $2.15M
|
737K
$60.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.9K+ 182.55% |
$1.89M - $2.05M
|
46.3K
$3.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3KNew |
$1.85M - $2M
|
29.3K
$2.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
29K+ 86.62% |
$1.83M - $1.99M
|
62.5K
$5.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
28.8K+ 16.23% |
$1.82M - $1.97M
|
206K
$17M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.6K+ 1001.2% |
$1.74M - $1.89M
|
30.3K
$2.5M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.3K+ 232.49% |
$1.73M - $1.87M
|
39.1K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
27.3K+ 28.83% |
$1.73M - $1.87M
|
122K
$10M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
27.3KNew |
$1.72M - $1.87M
|
27.3K
$2.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
26.8K+ 1.34% |
$1.69M - $1.83M
|
2.02M
$166M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.8K+ 25.62% |
$1.57M - $1.7M
|
121K
$9.99M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
24.4K+ 51.96% |
$1.54M - $1.67M
|
71.3K
$5.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
23.8K+ 61.16% |
$1.5M - $1.63M
|
62.6K
$5.15M
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
22.7K+ 5.51% |
$1.43M - $1.55M
|
434K
$35.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
22.3K+ 32.36% |
$1.41M - $1.52M
|
91.1K
$7.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.3K+ 80.13% |
$1.34M - $1.46M
|
47.8K
$3.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
BUY
|
- |
20.9K+ 168.94% |
$1.32M - $1.43M
|
33.2K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.7K+ 12.15% |
$1.31M - $1.41M
|
191K
$15.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
20.6K+ 62.15% |
$1.3M - $1.41M
|
53.8K
$4.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
20.3K+ 56.94% |
$1.28M - $1.39M
|
55.9K
$4.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.7K+ 25.38% |
$1.25M - $1.35M
|
97.4K
$8.01M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.7K+ 5.13% |
$1.25M - $1.35M
|
404K
$33.2M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.2K+ 11.13% |
$1.21M - $1.31M
|
191K
$15.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
18KNew |
$1.14M - $1.23M
|
18K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.7K+ 445.5% |
$1.12M - $1.21M
|
21.7K
$1.79M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.3K+ 37.22% |
$1.09M - $1.18M
|
63.7K
$5.24M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.3K+ 37.22% |
$1.09M - $1.18M
|
63.7K
$5.24M
|