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 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
64.9K+ 124.27% |
$3.25M - $4.01M
|
117K
$10.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
63.2K+ 42.51% |
$3.17M - $3.91M
|
212K
$19.4M
|
|
|
Feb 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
62.8KNew |
$3.14M - $3.88M
|
62.8K
$5.75M
|
|
|
Oct 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
62.8KNew |
$3.14M - $3.88M
|
62.8K
$5.75M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
62K+ 186.27% |
$3.11M - $3.84M
|
95.3K
$8.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
57.4K+ 801.54% |
$2.88M - $3.55M
|
64.6K
$5.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
53.5K+ 7.81% |
$2.68M - $3.31M
|
738K
$67.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
53.4K+ 27.02% |
$2.68M - $3.3M
|
251K
$23M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
52.5K+ 118.43% |
$2.63M - $3.25M
|
96.8K
$8.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
51.6K+ 9.56% |
$2.58M - $3.19M
|
591K
$54.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
48.5K+ 5.82% |
$2.43M - $3M
|
883K
$80.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
46.5K+ 8.95% |
$2.33M - $2.87M
|
566K
$51.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
44.9KNew |
$2.25M - $2.78M
|
44.9K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.2K+ 5.45% |
$2.16M - $2.67M
|
835K
$76.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
41.7K+ 8.0% |
$2.09M - $2.58M
|
563K
$51.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
40.9K+ 2.21% |
$2.05M - $2.53M
|
1.9M
$174M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40.9K+ 11.0% |
$2.05M - $2.53M
|
412K
$37.8M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40.5KNew |
$2.03M - $2.51M
|
40.5K
$3.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
38.2K+ 22.15% |
$1.91M - $2.36M
|
210K
$19.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
36.9K+ 265.64% |
$1.85M - $2.28M
|
50.8K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.4K+ 8.65% |
$1.82M - $2.25M
|
457K
$41.8M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
35.9K+ 5.38% |
$1.8M - $2.22M
|
704K
$64.5M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
34.5K+ 47.76% |
$1.73M - $2.13M
|
107K
$9.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
33.5KNew |
$1.68M - $2.07M
|
33.5K
$3.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.7KNew |
$1.64M - $2.03M
|
32.7K
$3M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
32.3K+ 3.11% |
$1.62M - $2M
|
1.07M
$98M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
31.3K+ 1.22% |
$1.57M - $1.93M
|
2.6M
$238M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30.7K+ 8.71% |
$1.54M - $1.9M
|
383K
$35.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.1K+ 3.55% |
$1.46M - $1.8M
|
848K
$77.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27.1K+ 69.19% |
$1.36M - $1.68M
|
66.3K
$6.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
26.8K+ 2.59% |
$1.34M - $1.66M
|
1.06M
$97.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
26.2K+ 43.5% |
$1.31M - $1.62M
|
86.4K
$7.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
26.2K+ 10.02% |
$1.31M - $1.62M
|
287K
$26.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
26K+ 27.27% |
$1.3M - $1.61M
|
122K
$11.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25K+ 62.19% |
$1.25M - $1.55M
|
65.2K
$5.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
24.3K+ 40.05% |
$1.22M - $1.51M
|
85.1K
$7.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
23.7K+ 13.03% |
$1.19M - $1.47M
|
206K
$18.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.4K+ 5.32% |
$1.17M - $1.45M
|
464K
$42.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
22.8K+ 20.43% |
$1.14M - $1.41M
|
135K
$12.3M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
22.8K+ 3.4% |
$1.14M - $1.41M
|
693K
$63.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
22.2K+ 6.85% |
$1.11M - $1.38M
|
347K
$31.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22K+ 6.19% |
$1.1M - $1.36M
|
377K
$34.5M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21.7K+ 4.85% |
$1.09M - $1.34M
|
469K
$43M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
21.6K+ 6.34% |
$1.08M - $1.34M
|
363K
$33.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.7KNew |
$1.04M - $1.28M
|
20.7K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5K+ 4.9% |
$1.02M - $1.27M
|
438K
$40.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
20.2K+ 50.63% |
$1.01M - $1.25M
|
60.2K
$5.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.2K+ 4.88% |
$1.01M - $1.25M
|
434K
$39.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
19.7K+ 54.33% |
$987K - $1.22M
|
56K
$5.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
19.4K+ 20.52% |
$973K - $1.2M
|
114K
$10.4M
|