Purchases and Sales Made in Q3 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 2022. 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 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.34M+ 26.56% |
$168M - $207M
|
15.9M
$1.37B
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
913K+ 290.4% |
$45.8M - $56.5M
|
1.23M
$106M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
856K+ 5.87% |
$42.9M - $53M
|
15.4M
$1.33B
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
765K+ 244.68% |
$38.3M - $47.3M
|
1.08M
$93M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
508K+ 12.79% |
$25.5M - $31.4M
|
4.48M
$387M
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
485KNew |
$24.3M - $30M
|
485K
$41.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
475K+ 69.2% |
$23.8M - $29.4M
|
1.16M
$100M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
424K+ 11.57% |
$21.3M - $26.2M
|
4.09M
$353M
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
300K+ 503.49% |
$15M - $18.5M
|
359K
$31M
|
|
|
Nov 09, 2022
Q3 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
260KNew |
$13M - $16.1M
|
260K
$22.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
256K+ 36.26% |
$12.8M - $15.9M
|
964K
$83.1M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
252KNew |
$12.6M - $15.6M
|
252K
$21.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
216K+ 123.34% |
$10.8M - $13.3M
|
391K
$33.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
209K+ 5.38% |
$10.5M - $12.9M
|
4.09M
$353M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193K+ 22.56% |
$9.69M - $12M
|
1.05M
$90.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
188K+ 65.79% |
$9.42M - $11.6M
|
474K
$40.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
180K+ 45.83% |
$9.04M - $11.2M
|
574K
$49.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
175K+ 14.89% |
$8.79M - $10.9M
|
1.35M
$117M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
169K+ 11.45% |
$8.48M - $10.5M
|
1.65M
$142M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 10.99% |
$8.34M - $10.3M
|
1.68M
$145M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
161K+ 30.88% |
$8.07M - $9.97M
|
683K
$58.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156K+ 11.44% |
$7.79M - $9.62M
|
1.52M
$131M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
148K+ 8.56% |
$7.44M - $9.18M
|
1.88M
$162M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
147K+ 17.67% |
$7.37M - $9.1M
|
979K
$84.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
145K+ 5.34% |
$7.26M - $8.97M
|
2.86M
$247M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
132K+ 2.91% |
$6.6M - $8.15M
|
4.66M
$402M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
128K+ 2.82% |
$6.42M - $7.93M
|
4.68M
$403M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
127KNew |
$6.36M - $7.85M
|
127K
$10.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
117K+ 93.27% |
$5.86M - $7.23M
|
242K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 2.35% |
$5.68M - $7.01M
|
4.93M
$426M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
112K+ 41.0% |
$5.64M - $6.96M
|
387K
$33.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
108K+ 95.92% |
$5.39M - $6.66M
|
220K
$19M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
99.4KNew |
$4.98M - $6.15M
|
99.4K
$8.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
97.1K+ 74.98% |
$4.87M - $6.01M
|
227K
$19.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
96.6K+ 69.66% |
$4.84M - $5.97M
|
235K
$20.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
91.7K+ 7.62% |
$4.59M - $5.67M
|
1.29M
$112M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
90.1K+ 124.46% |
$4.51M - $5.57M
|
163K
$14M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
89.6K+ 1245.32% |
$4.49M - $5.54M
|
96.7K
$8.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
83.7K+ 27.21% |
$4.19M - $5.18M
|
391K
$33.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
82.7K+ 48.97% |
$4.14M - $5.12M
|
252K
$21.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
80.8K+ 313.87% |
$4.05M - $5M
|
107K
$9.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
80.7K+ 48.51% |
$4.04M - $4.99M
|
247K
$21.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
80.7K+ 23.02% |
$4.04M - $4.99M
|
431K
$37.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
78.3K+ 4.78% |
$3.92M - $4.84M
|
1.72M
$148M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
77.1K+ 84.52% |
$3.86M - $4.77M
|
168K
$14.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
75.6K+ 83.56% |
$3.79M - $4.68M
|
166K
$14.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.7K+ 106.94% |
$3.59M - $4.43M
|
139K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.6K+ 313.17% |
$3.44M - $4.24M
|
90.5K
$7.8M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
67.1K+ 1311.08% |
$3.36M - $4.15M
|
72.2K
$6.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.8K+ 137.81% |
$3.3M - $4.07M
|
114K
$9.8M
|