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 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18.7K+ 15.0% |
$937K - $1.16M
|
143K
$12.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
18.5K+ 123.01% |
$928K - $1.15M
|
33.6K
$2.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
17.1K+ 13.21% |
$856K - $1.06M
|
146K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
16.5K+ 93.91% |
$828K - $1.02M
|
34.1K
$2.94M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16K+ 27.46% |
$800K - $987K
|
74.1K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15.9K+ 122.45% |
$797K - $984K
|
28.9K
$2.49M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.8KNew |
$792K - $978K
|
15.8K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7K+ 12.98% |
$788K - $973K
|
137K
$11.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
15.4K+ 3.91% |
$770K - $951K
|
408K
$35.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4K+ 6.83% |
$769K - $950K
|
240K
$20.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 3.8% |
$767K - $948K
|
418K
$36.1M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
15.2K+ 7.37% |
$761K - $940K
|
221K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15K+ 14.94% |
$749K - $925K
|
115K
$9.92M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
14.8KNew |
$741K - $915K
|
14.8K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.8KNew |
$740K - $914K
|
14.8K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
14.4K+ 15.26% |
$724K - $894K
|
109K
$9.41M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.2KNew |
$712K - $880K
|
14.2K
$1.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14.2K+ 14.86% |
$711K - $878K
|
110K
$9.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
13.9K+ 11.72% |
$695K - $858K
|
132K
$11.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
13.4K+ 14.95% |
$672K - $830K
|
103K
$8.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13.1K+ 2.99% |
$659K - $813K
|
453K
$39M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
13K+ 11.12% |
$653K - $806K
|
130K
$11.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
12.8K+ 37.68% |
$643K - $794K
|
46.9K
$4.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.8K+ 17.48% |
$641K - $792K
|
86K
$7.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
12.5K+ 60.2% |
$627K - $774K
|
33.3K
$2.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
12.4K+ 42.52% |
$621K - $767K
|
41.5K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
12.2K+ 8.1% |
$609K - $752K
|
162K
$14M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.1K+ 5.37% |
$605K - $747K
|
237K
$20.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
11.8K+ 52.95% |
$591K - $730K
|
34.1K
$2.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
11.7K+ 2.76% |
$585K - $722K
|
434K
$37.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.6K+ 47.49% |
$582K - $718K
|
36.1K
$3.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.6KNew |
$581K - $717K
|
11.6K
$1M
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11K+ 3.24% |
$551K - $681K
|
350K
$30.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 2.7% |
$546K - $675K
|
414K
$35.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
10.9K+ 2.52% |
$544K - $672K
|
441K
$38.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
10.8K+ 3.17% |
$543K - $670K
|
353K
$30.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
10.8K+ 14.37% |
$542K - $670K
|
86.2K
$7.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.8K+ 10.46% |
$542K - $669K
|
114K
$9.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
10.5K+ 1.81% |
$527K - $650K
|
590K
$50.9M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
10.5KNew |
$524K - $647K
|
10.5K
$902K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
10.1K+ 53.05% |
$506K - $625K
|
29.1K
$2.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.97K+ 6.69% |
$500K - $617K
|
159K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.76KNew |
$489K - $604K
|
9.76K
$841K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.72K+ 41.63% |
$487K - $601K
|
33.1K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.64K+ 10.35% |
$483K - $596K
|
103K
$8.86M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
9.42KNew |
$472K - $583K
|
9.42K
$813K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.4K+ 25.03% |
$471K - $581K
|
46.9K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.33KNew |
$467K - $577K
|
9.33K
$805K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9.26K+ 4.15% |
$464K - $573K
|
232K
$20M
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.09K+ 87.44% |
$456K - $562K
|
19.5K
$1.68M
|