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 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-23.7K- 10.56% |
$1.19M - $1.47M
|
201K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.9K- 83.91% |
$1.2M - $1.48M
|
4.58K
$413K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-25.5K- 10.01% |
$1.28M - $1.58M
|
229K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26.4K- 86.25% |
$1.32M - $1.63M
|
4.21K
$380K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-26.7K- 84.69% |
$1.34M - $1.65M
|
4.83K
$435K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27.6K- 51.24% |
$1.38M - $1.71M
|
26.3K
$2.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.1K- 1.72% |
$1.46M - $1.8M
|
1.66M
$150M
|
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-37.2K- 33.83% |
$1.86M - $2.3M
|
72.7K
$6.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-38.1K- 41.66% |
$1.91M - $2.35M
|
53.3K
$4.81M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-39.3K- 5.86% |
$1.97M - $2.43M
|
631K
$56.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-40.3K- 77.0% |
$2.02M - $2.49M
|
12K
$1.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-40.3K- 7.81% |
$2.02M - $2.49M
|
476K
$42.9M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-41.6K- 10.19% |
$2.08M - $2.57M
|
366K
$33M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-45K- 4.85% |
$2.25M - $2.78M
|
883K
$79.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-45.1K- 7.77% |
$2.26M - $2.79M
|
535K
$48.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-51.4K- 14.34% |
$2.58M - $3.18M
|
307K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.8K- 50.89% |
$2.69M - $3.33M
|
51.9K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-54.3K- 18.31% |
$2.72M - $3.36M
|
242K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.8K- 1.99% |
$3.15M - $3.89M
|
3.09M
$279M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.4K- 3.11% |
$3.23M - $3.98M
|
2M
$181M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-68.2K- 4.93% |
$3.41M - $4.22M
|
1.31M
$119M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-70.1K- 90.02% |
$3.51M - $4.34M
|
7.78K
$701K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-93K- 40.13% |
$4.66M - $5.75M
|
139K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-113K- 52.93% |
$5.68M - $7.01M
|
101K
$9.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-130K- 15.61% |
$6.53M - $8.06M
|
704K
$63.5M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-133K- 14.38% |
$6.65M - $8.21M
|
791K
$71.3M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-138K- 22.7% |
$6.89M - $8.51M
|
468K
$42.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-169K- 19.11% |
$8.46M - $10.4M
|
714K
$64.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-169K- 34.57% |
$8.46M - $10.4M
|
320K
$28.8M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-173K- 34.68% |
$8.65M - $10.7M
|
325K
$29.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-194K- 27.76% |
$9.7M - $12M
|
504K
$45.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-194K- 26.68% |
$9.7M - $12M
|
532K
$48M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-221K- 16.77% |
$11.1M - $13.7M
|
1.1M
$99M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-243K- 98.17% |
$12.2M - $15M
|
4.53K
$409K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-252K- 97.53% |
$12.6M - $15.6M
|
6.37K
$574K
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-255K- 42.93% |
$12.8M - $15.8M
|
339K
$30.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-259K- 93.0% |
$13M - $16M
|
19.5K
$1.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-260K- 13.91% |
$13M - $16.1M
|
1.61M
$145M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-281K- 55.74% |
$14.1M - $17.4M
|
223K
$20.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-284K- 97.78% |
$14.2M - $17.6M
|
6.47K
$583K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-450K- 53.86% |
$22.6M - $27.9M
|
386K
$34.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-477K- 99.32% |
$23.9M - $29.5M
|
3.25K
$293K
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-985K- 56.32% |
$49.4M - $60.9M
|
764K
$68.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.25MClosed |
$62.5M - $77.1M
|
0
$0
|