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 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-875- 2.93% |
$55.3K - $59.9K
|
29K
$2.38M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-909- 5.15% |
$57.5K - $62.2K
|
16.8K
$1.38M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-917- 8.35% |
$58K - $62.8K
|
10.1K
$827K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-924- 8.76% |
$58.4K - $63.2K
|
9.63K
$791K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-927- 8.62% |
$58.6K - $63.5K
|
9.83K
$807K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-930- 4.69% |
$58.8K - $63.7K
|
18.9K
$1.55M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-977Closed |
$61.8K - $66.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-992- 6.74% |
$62.7K - $67.9K
|
13.7K
$1.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 3.06% |
$63.8K - $69.1K
|
32K
$2.63M
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-1.03K- 2.24% |
$65.4K - $70.8K
|
45.2K
$3.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.07K- 8.97% |
$67.3K - $72.9K
|
10.8K
$888K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.08K- 24.43% |
$68.4K - $74K
|
3.34K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.11K- 17.24% |
$70.2K - $76K
|
5.33K
$438K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.12K- 3.62% |
$70.7K - $76.5K
|
29.8K
$2.45M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.14K- 90.64% |
$72.3K - $78.2K
|
118
$9.69K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.15KClosed |
$72.7K - $78.7K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 13.92% |
$72.8K - $78.9K
|
7.12K
$585K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.12% |
$72.9K - $78.9K
|
102K
$8.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.16K- 1.07% |
$73.6K - $79.7K
|
107K
$8.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.17KClosed |
$74.1K - $80.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.17K- 6.33% |
$74.2K - $80.3K
|
17.4K
$1.43M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.28K- 10.91% |
$80.7K - $87.4K
|
10.4K
$857K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.35K- 11.91% |
$85.2K - $92.2K
|
9.96K
$818K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.35K- 10.07% |
$85.4K - $92.4K
|
12.1K
$991K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.36KClosed |
$85.7K - $92.8K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.49K- 16.84% |
$93.9K - $102K
|
7.33K
$603K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.51K- 1.51% |
$95.5K - $103K
|
98.5K
$8.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.52K- 14.73% |
$95.9K - $104K
|
8.78K
$722K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.58K- 9.37% |
$99.9K - $108K
|
15.3K
$1.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.84KClosed |
$116K - $126K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-2K- 1.88% |
$126K - $137K
|
104K
$8.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-2.03K- 1.0% |
$129K - $139K
|
202K
$16.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-2.09K- 14.3% |
$132K - $143K
|
12.5K
$1.03M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.12K- 6.77% |
$134K - $145K
|
29.2K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.22K- 17.81% |
$140K - $152K
|
10.3K
$843K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.24K- 3.82% |
$142K - $153K
|
56.4K
$4.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.3K- 20.21% |
$146K - $158K
|
9.1K
$748K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-2.32K- 36.81% |
$147K - $159K
|
3.98K
$327K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.33KClosed |
$147K - $159K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-2.45K- 13.62% |
$155K - $167K
|
15.5K
$1.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.46K- 5.23% |
$155K - $168K
|
44.5K
$3.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.54K- 13.9% |
$161K - $174K
|
15.8K
$1.29M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.57K- 15.95% |
$163K - $176K
|
13.5K
$1.11M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-2.81K- 2.02% |
$178K - $192K
|
136K
$11.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.95K- 10.11% |
$187K - $202K
|
26.3K
$2.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3K- 9.77% |
$190K - $205K
|
27.7K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.09K- 0.93% |
$195K - $212K
|
330K
$27.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.14K- 16.23% |
$199K - $215K
|
16.2K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.19K- 3.32% |
$202K - $219K
|
92.9K
$7.63M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.39K- 5.08% |
$215K - $232K
|
63.4K
$5.21M
|