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 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
804+ 4.2% |
$50.8K - $55K
|
19.9K
$1.64M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
793+ 10.39% |
$50.1K - $54.3K
|
8.43K
$692K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
750+ 34.04% |
$47.4K - $51.3K
|
2.95K
$243K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
681New |
$43.1K - $46.6K
|
681
$56K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
678+ 15.9% |
$42.9K - $46.4K
|
4.94K
$406K
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
658+ 0.72% |
$41.6K - $45K
|
91.5K
$7.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
600+ 1.96% |
$37.9K - $41.1K
|
31.2K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
565+ 4.61% |
$35.7K - $38.7K
|
12.8K
$1.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
525+ 0.5% |
$33.2K - $35.9K
|
106K
$8.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
513+ 9.7% |
$32.4K - $35.1K
|
5.8K
$477K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
450+ 54.55% |
$28.5K - $30.8K
|
1.28K
$105K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
450+ 54.55% |
$28.5K - $30.8K
|
1.28K
$105K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
405+ 5.72% |
$25.6K - $27.7K
|
7.49K
$615K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
396+ 32.51% |
$25K - $27.1K
|
1.61K
$133K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
380+ 1.44% |
$24K - $26K
|
26.8K
$2.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
374+ 0.19% |
$23.6K - $25.6K
|
195K
$16M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
354+ 0.45% |
$22.4K - $24.2K
|
79.7K
$6.54M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
352+ 8.58% |
$22.3K - $24.1K
|
4.46K
$366K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
350+ 9.97% |
$22.1K - $24K
|
3.86K
$317K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
338New |
$21.4K - $23.1K
|
338
$27.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
323+ 5.14% |
$20.4K - $22.1K
|
6.6K
$543K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 4.79% |
$20.2K - $21.9K
|
7K
$575K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
307+ 1.87% |
$19.4K - $21K
|
16.7K
$1.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300New |
$19K - $20.5K
|
300
$24.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
285+ 3.98% |
$18K - $19.5K
|
7.45K
$612K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
275+ 1.37% |
$17.4K - $18.8K
|
20.3K
$1.67M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
270+ 1.79% |
$17.1K - $18.5K
|
15.4K
$1.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
253+ 0.08% |
$16K - $17.3K
|
301K
$24.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
236+ 0.52% |
$14.9K - $16.2K
|
45.4K
$3.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
232+ 74.84% |
$14.7K - $15.9K
|
542
$44.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
230+ 7.91% |
$14.5K - $15.7K
|
3.14K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
228+ 3.47% |
$14.4K - $15.6K
|
6.79K
$558K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
224New |
$14.2K - $15.3K
|
224
$18.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
186+ 9.03% |
$11.8K - $12.7K
|
2.25K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
180+ 7.39% |
$11.4K - $12.3K
|
2.62K
$215K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
172+ 3.37% |
$10.9K - $11.8K
|
5.28K
$434K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
170+ 0.25% |
$10.7K - $11.6K
|
67.6K
$5.56M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
169+ 33.67% |
$10.7K - $11.6K
|
671
$55.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
148New |
$9.36K - $10.1K
|
148
$12.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
144+ 0.2% |
$9.11K - $9.86K
|
71.8K
$5.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
126+ 1.93% |
$7.97K - $8.62K
|
6.67K
$548K
|
|
|
Jul 29, 2022
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
124+ 0.08% |
$7.84K - $8.49K
|
161K
$13.3M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
119New |
$7.52K - $8.15K
|
119
$9.78K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
109+ 22.61% |
$6.89K - $7.46K
|
591
$48.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
100+ 0.68% |
$6.32K - $6.85K
|
14.7K
$1.21M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100+ 12.9% |
$6.32K - $6.85K
|
875
$71.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
63+ 0.8% |
$3.98K - $4.31K
|
7.92K
$651K
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
58+ 1.66% |
$3.67K - $3.97K
|
3.55K
$292K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55+ 0.3% |
$3.48K - $3.76K
|
18.6K
$1.53M
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
48+ 1.74% |
$3.04K - $3.29K
|
2.8K
$230K
|