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 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
46+ 0.47% |
$2.91K - $3.15K
|
9.89K
$812K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
45+ 36.0% |
$2.85K - $3.08K
|
170
$14K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
38+ 44.71% |
$2.4K - $2.6K
|
123
$10.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
37+ 0.95% |
$2.34K - $2.53K
|
3.95K
$325K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
34+ 1.85% |
$2.15K - $2.33K
|
1.87K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34New |
$2.15K - $2.33K
|
34
$2.79K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33+ 0.04% |
$2.09K - $2.26K
|
89.4K
$7.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.06% |
$1.96K - $2.12K
|
48.2K
$3.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
25+ 0.16% |
$1.58K - $1.71K
|
16.2K
$1.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
24+ 0.08% |
$1.52K - $1.64K
|
30.4K
$2.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22+ 0.22% |
$1.39K - $1.51K
|
9.94K
$817K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
22New |
$1.39K - $1.51K
|
22
$1.81K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
20+ 0.2% |
$1.26K - $1.37K
|
9.8K
$805K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
19+ 0.16% |
$1.2K - $1.3K
|
11.7K
$963K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
18+ 0.13% |
$1.14K - $1.23K
|
14.2K
$1.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.15% |
$1.01K - $1.1K
|
10.4K
$855K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 11.11% |
$948 - $1.03K
|
150
$12.3K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.16% |
$948 - $1.03K
|
9.46K
$777K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14+ 0.98% |
$885 - $958
|
1.44K
$118K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 3.61% |
$759 - $821
|
344
$28.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
11New |
$696 - $753
|
11
$904
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.17% |
$632 - $685
|
6.01K
$493K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.05% |
$569 - $616
|
17.4K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8+ 0.16% |
$506 - $548
|
4.99K
$410K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
7+ 0.06% |
$443 - $479
|
11.6K
$955K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7+ 0.17% |
$443 - $479
|
4.17K
$342K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 1.08% |
$379 - $411
|
563
$46.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
6+ 0.14% |
$379 - $411
|
4.17K
$342K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$316 - $342
|
8.29K
$681K
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
5+ 0.09% |
$316 - $342
|
5.58K
$458K
|
|
|
Mar 04, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.07% |
$190 - $205
|
4.17K
$343K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
3+ 0.17% |
$190 - $205
|
1.79K
$147K
|
|
|
Mar 28, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.07% |
$190 - $205
|
4.17K
$343K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.15% |
$63.2 - $68.5
|
648
$53.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.49% |
$63.2 - $68.5
|
205
$16.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.49% |
$63.2 - $68.5
|
206
$16.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.15% |
$63.2 - $68.5
|
679
$55.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.29% |
$63.2 - $68.5
|
341
$28K
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-1- 0.03% |
$63.2 - $68.5
|
3.32K
$273K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1- 0.02% |
$63.2 - $68.5
|
6.35K
$521K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2- 0.52% |
$126 - $137
|
386
$31.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 40.0% |
$253 - $274
|
6
$493
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
SELL
|
- |
-11- 0.02% |
$696 - $753
|
48K
$3.94M
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-15- 0.45% |
$948 - $1.03K
|
3.32K
$273K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-30- 0.45% |
$1.9K - $2.05K
|
6.66K
$547K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-50- 4.1% |
$3.16K - $3.42K
|
1.17K
$96.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-50- 1.26% |
$3.16K - $3.42K
|
3.93K
$323K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-50- 1.26% |
$3.16K - $3.42K
|
3.93K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-66- 0.1% |
$4.17K - $4.52K
|
64.3K
$5.28M
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-68- 35.79% |
$4.3K - $4.65K
|
122
$10K
|