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 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-79Closed |
$5K - $5.41K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.2% |
$5.37K - $5.82K
|
7.02K
$577K
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-98- 2.0% |
$6.2K - $6.71K
|
4.81K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-100- 3.08% |
$6.32K - $6.85K
|
3.14K
$258K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-104- 0.54% |
$6.58K - $7.12K
|
19K
$1.56M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-107- 2.86% |
$6.77K - $7.32K
|
3.63K
$298K
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-113- 0.8% |
$7.14K - $7.73K
|
14.1K
$1.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-136- 1.37% |
$8.6K - $9.31K
|
9.77K
$803K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-149- 4.3% |
$9.42K - $10.2K
|
3.31K
$272K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-157Closed |
$9.93K - $10.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-182- 2.74% |
$11.5K - $12.5K
|
6.47K
$532K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-195- 6.44% |
$12.3K - $13.3K
|
2.84K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-203- 0.77% |
$12.8K - $13.9K
|
26.3K
$2.16M
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 5.75% |
$13.3K - $14.4K
|
3.46K
$284K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-291- 9.34% |
$18.4K - $19.9K
|
2.82K
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-300- 4.74% |
$19K - $20.5K
|
6.03K
$495K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-316- 3.41% |
$20K - $21.6K
|
8.96K
$736K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-316- 1.3% |
$20K - $21.6K
|
23.9K
$1.97M
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-333- 0.61% |
$21.1K - $22.8K
|
54K
$4.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-336- 1.63% |
$21.2K - $23K
|
20.3K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-336- 7.02% |
$21.2K - $23K
|
4.45K
$366K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-341Closed |
$21.6K - $23.3K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-353- 3.07% |
$22.3K - $24.2K
|
11.1K
$915K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-353- 1.2% |
$22.3K - $24.2K
|
29.1K
$2.39M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-363- 3.23% |
$23K - $24.8K
|
10.9K
$895K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-369- 98.66% |
$23.3K - $25.3K
|
5
$411
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-371- 4.1% |
$23.5K - $25.4K
|
8.68K
$713K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-375- 6.67% |
$23.7K - $25.7K
|
5.25K
$431K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-456- 4.94% |
$28.8K - $31.2K
|
8.78K
$722K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-460- 0.45% |
$29.1K - $31.5K
|
102K
$8.39M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-473- 4.07% |
$29.9K - $32.4K
|
11.2K
$916K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-476- 12.66% |
$30.1K - $32.6K
|
3.28K
$270K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-524- 19.54% |
$33.1K - $35.9K
|
2.16K
$177K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-528- 2.3% |
$33.4K - $36.1K
|
22.4K
$1.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-553- 11.84% |
$35K - $37.9K
|
4.12K
$338K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-586- 0.13% |
$37.1K - $40.1K
|
457K
$37.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-589- 42.4% |
$37.2K - $40.3K
|
800
$65.7K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-594- 4.96% |
$37.6K - $40.7K
|
11.4K
$935K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-597- 12.01% |
$37.7K - $40.9K
|
4.37K
$359K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-610- 13.81% |
$38.6K - $41.8K
|
3.81K
$313K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-644- 15.9% |
$40.7K - $44.1K
|
3.41K
$280K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-644- 3.39% |
$40.7K - $44.1K
|
18.4K
$1.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-650- 20.97% |
$41.1K - $44.5K
|
2.45K
$201K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-677- 1.16% |
$42.8K - $46.3K
|
57.5K
$4.72M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-696Closed |
$44K - $47.6K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-746- 7.99% |
$47.2K - $51.1K
|
8.6K
$706K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-770- 6.75% |
$48.7K - $52.7K
|
10.6K
$874K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-826- 0.52% |
$52.2K - $56.5K
|
158K
$13M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-833- 74.78% |
$52.7K - $57K
|
281
$23.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-850- 21.08% |
$53.7K - $58.2K
|
3.18K
$261K
|