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 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
2.44K+ 0.9% |
$154K - $167K
|
275K
$22.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.4K+ 827.93% |
$152K - $164K
|
2.69K
$221K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.39K+ 2.09% |
$151K - $163K
|
116K
$9.57M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
2.23K+ 0.91% |
$141K - $152K
|
246K
$20.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.22KNew |
$140K - $152K
|
2.22K
$182K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.15K+ 19.09% |
$136K - $147K
|
13.4K
$1.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.09K+ 2.02% |
$132K - $143K
|
105K
$8.65M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.04K+ 2.2% |
$129K - $140K
|
95K
$7.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2KNew |
$126K - $137K
|
2K
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.96K+ 48.61% |
$124K - $134K
|
6K
$493K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.92K+ 8.99% |
$121K - $131K
|
23.2K
$1.91M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 4.16% |
$120K - $130K
|
47.5K
$3.9M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
1.85K+ 4.03% |
$117K - $126K
|
47.7K
$3.92M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$115K - $124K
|
1.81K
$149K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.78K+ 13.81% |
$113K - $122K
|
14.7K
$1.21M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.78K+ 13.81% |
$113K - $122K
|
14.7K
$1.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.71K+ 5.93% |
$108K - $117K
|
30.5K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.64K+ 14.0% |
$104K - $112K
|
13.4K
$1.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.62K+ 12.27% |
$102K - $111K
|
14.8K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.57K+ 673.82% |
$99.3K - $107K
|
1.8K
$148K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.57K+ 7.35% |
$99.2K - $107K
|
22.9K
$1.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.55K+ 29.55% |
$98.2K - $106K
|
6.81K
$559K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.55K+ 0.84% |
$97.8K - $106K
|
186K
$15.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.54K+ 96.86% |
$97.4K - $105K
|
3.13K
$257K
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.52K+ 26.91% |
$95.9K - $104K
|
7.15K
$588K
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.48KNew |
$93.5K - $101K
|
1.48K
$122K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.48K+ 0.97% |
$93.5K - $101K
|
154K
$12.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 8.78% |
$92.7K - $100K
|
18.2K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.44K+ 23.77% |
$91K - $98.5K
|
7.49K
$616K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.38K+ 0.24% |
$87.1K - $94.3K
|
578K
$47.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.36K+ 1.22% |
$85.9K - $93K
|
113K
$9.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.32K+ 7.73% |
$83.7K - $90.6K
|
18.4K
$1.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.31K+ 3.94% |
$83K - $89.8K
|
34.6K
$2.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.31K+ 5.89% |
$82.8K - $89.7K
|
23.5K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3K+ 5.68% |
$81.9K - $88.6K
|
24.1K
$1.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.25K+ 16.74% |
$79.3K - $85.8K
|
8.74K
$718K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.22K+ 12.35% |
$77.4K - $83.8K
|
11.1K
$915K
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.21K+ 1.83% |
$76.8K - $83.1K
|
67.6K
$5.55M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.19K+ 1009.32% |
$75.3K - $81.5K
|
1.31K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.15KNew |
$72.5K - $78.4K
|
1.15K
$94.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.08K+ 10.27% |
$68.5K - $74.1K
|
11.6K
$955K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$66.8K - $72.4K
|
1.06K
$86.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 32.1% |
$65.8K - $71.2K
|
4.28K
$352K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.04K+ 9.42% |
$65.7K - $71.1K
|
12.1K
$992K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
949New |
$60K - $65K
|
949
$78K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
925+ 13.7% |
$58.5K - $63.3K
|
7.68K
$631K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
895+ 9.07% |
$56.6K - $61.3K
|
10.8K
$884K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
875+ 12.91% |
$55.3K - $59.9K
|
7.65K
$629K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
867+ 21.99% |
$54.8K - $59.3K
|
4.81K
$395K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
821+ 7.44% |
$51.9K - $56.2K
|
11.9K
$974K
|