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 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.1K+ 2.11% |
$1.08M - $1.17M
|
828K
$68.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
16.8K+ 4.57% |
$1.06M - $1.15M
|
383K
$31.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 34.03% |
$981K - $1.06M
|
61.1K
$5.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.1K+ 3.62% |
$894K - $967K
|
405K
$33.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
14K+ 6.25% |
$888K - $962K
|
239K
$19.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.4K+ 37.77% |
$846K - $916K
|
48.8K
$4.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
12.3K+ 6.08% |
$776K - $840K
|
214K
$17.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.7K+ 45.35% |
$742K - $804K
|
37.6K
$3.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
11.6KNew |
$732K - $793K
|
11.6K
$953K
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 12.63% |
$731K - $792K
|
103K
$8.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.5K+ 8.03% |
$725K - $785K
|
154K
$12.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$690K - $747K
|
10.9K
$898K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
10.8KNew |
$685K - $741K
|
10.8K
$891K
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.7KNew |
$674K - $730K
|
10.7K
$877K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.6K+ 190.71% |
$667K - $723K
|
16.1K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10.5K+ 443.16% |
$664K - $719K
|
12.9K
$1.06M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
10.4K+ 12.87% |
$660K - $714K
|
91.6K
$7.53M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
10.4K+ 41.52% |
$658K - $712K
|
35.4K
$2.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10K+ 666.87% |
$632K - $685K
|
11.5K
$946K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
9.59K+ 76.79% |
$607K - $657K
|
22.1K
$1.82M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.08K+ 3.67% |
$574K - $622K
|
256K
$21.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.91K+ 7.34% |
$563K - $610K
|
130K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
8.81KNew |
$557K - $603K
|
8.81K
$725K
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
8.24K+ 59.16% |
$521K - $564K
|
22.2K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.23K+ 76.53% |
$521K - $564K
|
19K
$1.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.04K+ 1.44% |
$508K - $550K
|
567K
$46.7M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
7.85K+ 3.63% |
$497K - $538K
|
224K
$18.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
7.72K+ 35.03% |
$488K - $529K
|
29.8K
$2.45M
|
|
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
7.68KNew |
$485K - $525K
|
7.68K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
7.64K+ 9.41% |
$483K - $523K
|
88.8K
$7.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.58K+ 82.56% |
$479K - $519K
|
16.8K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
7.29KNew |
$461K - $499K
|
7.29K
$600K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
7.08K+ 1.51% |
$447K - $484K
|
476K
$39.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.07K+ 352.52% |
$447K - $484K
|
9.07K
$746K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
6.82K+ 2.25% |
$431K - $467K
|
310K
$25.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.67K+ 12.76% |
$421K - $456K
|
58.9K
$4.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
6.52K+ 3.76% |
$412K - $446K
|
180K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6.39K+ 12.34% |
$404K - $437K
|
58.1K
$4.78M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.3KNew |
$398K - $431K
|
6.3K
$518K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
6.17K+ 4.23% |
$390K - $422K
|
152K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.93K+ 23.42% |
$375K - $406K
|
31.2K
$2.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.88K+ 1.67% |
$372K - $403K
|
358K
$29.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.87K+ 27.94% |
$371K - $402K
|
26.9K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.83KNew |
$368K - $399K
|
5.83K
$479K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.81K+ 79.49% |
$367K - $398K
|
13.1K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.78K+ 1.64% |
$366K - $396K
|
358K
$29.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.77KNew |
$365K - $395K
|
5.77K
$474K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.6K+ 2.41% |
$354K - $383K
|
238K
$19.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
5.41KNew |
$342K - $370K
|
5.41K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.39K+ 6.76% |
$340K - $369K
|
85.1K
$7M
|