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 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
5.37K+ 3.02% |
$339K - $367K
|
183K
$15.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
5.36K+ 10.34% |
$339K - $367K
|
57.2K
$4.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.34K+ 5.11% |
$338K - $366K
|
110K
$9.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.18K+ 10.64% |
$327K - $354K
|
53.8K
$4.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.15KNew |
$326K - $353K
|
5.15K
$426K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.05KNew |
$319K - $346K
|
5.05K
$418K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.04K+ 19.6% |
$318K - $345K
|
30.7K
$2.54M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.02K+ 154.91% |
$317K - $343K
|
8.25K
$682K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.87K+ 1.81% |
$308K - $333K
|
273K
$22.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.8K+ 59.87% |
$304K - $329K
|
12.8K
$1.06M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.67K+ 10.01% |
$295K - $319K
|
51.3K
$4.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.65K+ 1.19% |
$294K - $318K
|
395K
$32.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.58KNew |
$289K - $313K
|
4.58K
$379K
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.43K+ 2.82% |
$280K - $303K
|
161K
$13.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
4.25K+ 49.57% |
$268K - $291K
|
12.8K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.2KNew |
$266K - $287K
|
4.2K
$347K
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.12KNew |
$260K - $282K
|
4.12K
$340K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.08K+ 15.05% |
$258K - $279K
|
31.2K
$2.58M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.01K+ 21.9% |
$254K - $275K
|
22.3K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.84KNew |
$243K - $263K
|
3.84K
$317K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.68KNew |
$232K - $252K
|
3.68K
$304K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.67K+ 46.04% |
$232K - $251K
|
11.6K
$962K
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$228K - $246K
|
3.6K
$298K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
3.6KNew |
$228K - $246K
|
3.6K
$298K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.57KNew |
$226K - $245K
|
3.57K
$295K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.49KNew |
$221K - $239K
|
3.49K
$289K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.31K+ 1.54% |
$210K - $227K
|
218K
$18M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.25K+ 24.87% |
$205K - $222K
|
16.3K
$1.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
3.18K+ 11.28% |
$201K - $217K
|
31.3K
$2.59M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.16KNew |
$199K - $216K
|
3.16K
$261K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
3.15K+ 3.61% |
$199K - $215K
|
90.2K
$7.46M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 3.07% |
$189K - $204K
|
100K
$8.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.92K+ 5.64% |
$184K - $200K
|
54.6K
$4.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.86K+ 18.65% |
$181K - $196K
|
18.2K
$1.51M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.83K+ 29.6% |
$179K - $194K
|
12.4K
$1.02M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 11.37% |
$177K - $192K
|
27.5K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.74K+ 0.56% |
$173K - $188K
|
490K
$40.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.69K+ 3.13% |
$170K - $184K
|
88.7K
$7.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.69K+ 30.49% |
$170K - $184K
|
11.5K
$950K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.66K+ 7.51% |
$168K - $182K
|
38K
$3.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.62K+ 3.6% |
$165K - $179K
|
75.4K
$6.23M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
2.6K+ 1.79% |
$165K - $178K
|
148K
$12.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.59K+ 3.23% |
$164K - $177K
|
82.6K
$6.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.58K+ 2.02% |
$163K - $177K
|
130K
$10.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.55K+ 2.0% |
$161K - $175K
|
130K
$10.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.52K+ 4.95% |
$160K - $173K
|
53.5K
$4.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
2.48K+ 3.58% |
$157K - $170K
|
71.6K
$5.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.47K+ 2.75% |
$156K - $169K
|
92.6K
$7.65M
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
2.47K+ 49.38% |
$156K - $169K
|
7.48K
$618K
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.46K+ 42.9% |
$155K - $168K
|
8.18K
$677K
|