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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.16K- 11.32% |
$158K - $195K
|
24.7K
$2.13M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.18K- 14.0% |
$159K - $197K
|
19.5K
$1.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.28K- 6.25% |
$164K - $203K
|
49.2K
$4.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.75K- 2.19% |
$188K - $232K
|
167K
$14.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.97K- 48.53% |
$199K - $245K
|
4.21K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.23K- 30.06% |
$212K - $262K
|
9.84K
$849K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-4.27K- 6.77% |
$214K - $264K
|
58.8K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.29K- 7.26% |
$215K - $265K
|
54.8K
$4.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.61K- 1.18% |
$231K - $285K
|
384K
$33.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.96K- 14.38% |
$248K - $307K
|
29.5K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.96K- 17.24% |
$249K - $307K
|
23.8K
$2.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.98K- 11.91% |
$250K - $308K
|
36.9K
$3.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.13K- 18.97% |
$257K - $317K
|
21.9K
$1.89M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.13K- 22.99% |
$257K - $318K
|
17.2K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.49K- 38.33% |
$275K - $339K
|
8.83K
$761K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.59K- 22.01% |
$280K - $346K
|
19.8K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.6K- 20.46% |
$281K - $347K
|
21.8K
$1.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.69K- 7.26% |
$285K - $352K
|
72.7K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.83K- 9.9% |
$292K - $361K
|
53K
$4.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.91K- 2.86% |
$296K - $365K
|
201K
$17.3M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.06K- 6.99% |
$304K - $375K
|
80.6K
$6.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.12K- 8.74% |
$307K - $379K
|
63.9K
$5.51M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-6.16K- 12.28% |
$309K - $381K
|
44K
$3.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.57K- 16.97% |
$329K - $407K
|
32.2K
$2.77M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-7.27K- 3.6% |
$364K - $450K
|
195K
$16.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-7.27K- 3.25% |
$364K - $450K
|
217K
$18.7M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.36K- 40.61% |
$369K - $455K
|
10.8K
$928K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.48K- 99.91% |
$375K - $462K
|
7
$604
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-7.89K- 4.46% |
$395K - $488K
|
169K
$14.6M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-8.05K- 0.74% |
$403K - $498K
|
1.08M
$92.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-8.69K- 20.97% |
$435K - $538K
|
32.7K
$2.82M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.91K- 2.28% |
$446K - $551K
|
382K
$33M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.34K- 24.7% |
$468K - $578K
|
28.5K
$2.46M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.67K- 61.59% |
$485K - $598K
|
6.03K
$520K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.75K- 31.0% |
$489K - $603K
|
21.7K
$1.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.78K- 61.95% |
$490K - $605K
|
6.01K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 7.62% |
$602K - $743K
|
146K
$12.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-12.5K- 4.0% |
$625K - $772K
|
300K
$25.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-13.3K- 12.7% |
$666K - $822K
|
91.3K
$7.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-14.1K- 33.93% |
$705K - $871K
|
27.4K
$2.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.2K- 5.88% |
$710K - $876K
|
227K
$19.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.2K- 15.54% |
$713K - $881K
|
77.4K
$6.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-15.9K- 2.0% |
$795K - $982K
|
779K
$67.2M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-17.1K- 4.54% |
$854K - $1.05M
|
358K
$30.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-17.6K- 67.78% |
$880K - $1.09M
|
8.35K
$720K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.1K- 57.81% |
$1.06M - $1.31M
|
15.4K
$1.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-22K- 20.7% |
$1.1M - $1.36M
|
84.3K
$7.27M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.1K- 3.89% |
$1.11M - $1.36M
|
545K
$47M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.1K- 3.89% |
$1.11M - $1.36M
|
545K
$47M
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-23.7K- 10.56% |
$1.19M - $1.47M
|
201K
$17.3M
|