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 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.08K+ 3.76% |
$455K - $562K
|
251K
$21.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.08K+ 92.98% |
$455K - $561K
|
18.8K
$1.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
9.05K+ 2.44% |
$453K - $560K
|
380K
$32.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.86KNew |
$444K - $548K
|
8.86K
$764K
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
8.75K+ 95.78% |
$438K - $541K
|
17.9K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.74K+ 27.67% |
$438K - $541K
|
40.3K
$3.48M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.72K+ 0.27% |
$437K - $540K
|
3.2M
$276M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.71K+ 16.86% |
$436K - $539K
|
60.3K
$5.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
8.47K+ 36.95% |
$425K - $524K
|
31.4K
$2.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47K+ 32.92% |
$424K - $524K
|
34.2K
$2.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
8.35K+ 14.41% |
$418K - $517K
|
66.3K
$5.72M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.21KNew |
$411K - $508K
|
8.21K
$708K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.19K+ 16.25% |
$410K - $506K
|
58.6K
$5.05M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.96K+ 31.51% |
$399K - $492K
|
33.2K
$2.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.79K+ 8.41% |
$390K - $482K
|
100K
$8.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.78KNew |
$390K - $481K
|
7.78K
$672K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.64K+ 10.8% |
$383K - $473K
|
78.4K
$6.77M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
7.63K+ 4.09% |
$382K - $472K
|
194K
$16.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.51K+ 14.89% |
$376K - $464K
|
57.9K
$5M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.5KNew |
$376K - $464K
|
7.5K
$647K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.45K+ 5.8% |
$373K - $461K
|
136K
$11.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.44K+ 15.27% |
$373K - $460K
|
56.2K
$4.85M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.33K+ 6.62% |
$367K - $454K
|
118K
$10.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
7.3K+ 19.09% |
$366K - $452K
|
45.6K
$3.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.25K+ 34.75% |
$363K - $449K
|
28.1K
$2.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
7.24K+ 3.61% |
$363K - $448K
|
208K
$17.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.08K+ 21.99% |
$355K - $438K
|
39.3K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.06K+ 19.71% |
$354K - $437K
|
42.9K
$3.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7K+ 26.04% |
$351K - $433K
|
33.9K
$2.92M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.96K+ 6.76% |
$349K - $431K
|
110K
$9.49M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.93K+ 29.55% |
$347K - $429K
|
30.4K
$2.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.93K+ 29.55% |
$347K - $429K
|
30.4K
$2.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
6.91K+ 7.58% |
$346K - $428K
|
98.1K
$8.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.9KNew |
$346K - $427K
|
6.9K
$596K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
6.87KNew |
$344K - $425K
|
6.87K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.68KNew |
$334K - $413K
|
6.68K
$576K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.5K+ 14.82% |
$326K - $402K
|
50.4K
$4.35M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.32K+ 1.1% |
$316K - $391K
|
583K
$50.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.28K+ 9.46% |
$315K - $388K
|
72.7K
$6.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.22K+ 6.92% |
$311K - $385K
|
96.1K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.12K+ 8.13% |
$307K - $379K
|
81.4K
$7.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.1K+ 5.8% |
$306K - $378K
|
111K
$9.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.87K+ 6.15% |
$294K - $363K
|
101K
$8.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.86K+ 74.43% |
$294K - $363K
|
13.7K
$1.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.84K+ 8.9% |
$292K - $361K
|
71.4K
$6.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
5.8KNew |
$291K - $359K
|
5.8K
$501K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.7K+ 30.5% |
$285K - $352K
|
24.4K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.63KNew |
$282K - $348K
|
5.63K
$486K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.56KNew |
$278K - $344K
|
5.56K
$479K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
5.48K+ 371.85% |
$275K - $339K
|
6.96K
$600K
|