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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
5.45K+ 7.04% |
$273K - $337K
|
82.8K
$7.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.34K+ 4.16% |
$268K - $331K
|
134K
$11.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
5.34KNew |
$268K - $330K
|
5.34K
$461K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.28K+ 2.85% |
$264K - $326K
|
191K
$16.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.1K+ 5.76% |
$255K - $315K
|
93.5K
$8.07M
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.92K+ 58.05% |
$246K - $304K
|
13.4K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.91K+ 10.22% |
$246K - $304K
|
52.9K
$4.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.9KNew |
$246K - $303K
|
4.9K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.8KNew |
$241K - $297K
|
4.8K
$414K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.78K+ 5.27% |
$239K - $295K
|
95.5K
$8.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$239K - $295K
|
4.77K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.64K+ 5.2% |
$232K - $287K
|
93.8K
$8.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.63KNew |
$232K - $287K
|
4.63K
$400K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
4.61K+ 1.85% |
$231K - $285K
|
254K
$21.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4.6K+ 77.34% |
$231K - $285K
|
10.6K
$910K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.53K+ 8.31% |
$227K - $280K
|
59.1K
$5.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.53KNew |
$227K - $280K
|
4.53K
$391K
|
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
4.51K+ 0.8% |
$226K - $279K
|
569K
$49M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.51KNew |
$226K - $279K
|
4.51K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.38K+ 21.57% |
$220K - $271K
|
24.7K
$2.13M
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$220K - $271K
|
4.38K
$378K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.36KNew |
$218K - $270K
|
4.36K
$376K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.32K+ 0.99% |
$216K - $267K
|
442K
$38.1M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 37.58% |
$214K - $264K
|
15.6K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
4.25K+ 58.41% |
$213K - $263K
|
11.5K
$993K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
4.22K+ 15.05% |
$212K - $261K
|
32.3K
$2.78M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.2K+ 26.38% |
$211K - $260K
|
20.1K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
3.88K+ 1.88% |
$195K - $240K
|
210K
$18.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.88K+ 58.96% |
$194K - $240K
|
10.5K
$902K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.69K+ 104.36% |
$185K - $228K
|
7.22K
$623K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.67K+ 17.45% |
$184K - $227K
|
24.7K
$2.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.6KNew |
$180K - $223K
|
3.6K
$310K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.57K+ 92.32% |
$179K - $221K
|
7.44K
$641K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
3.52K+ 2.18% |
$176K - $218K
|
165K
$14.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.45K+ 23.93% |
$173K - $213K
|
17.9K
$1.54M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
3.41KNew |
$171K - $211K
|
3.41K
$294K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.39K+ 13.98% |
$170K - $210K
|
27.7K
$2.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.34K+ 91.38% |
$167K - $206K
|
6.99K
$603K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.29K+ 5.65% |
$165K - $204K
|
61.6K
$5.31M
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.22K+ 1.52% |
$161K - $199K
|
215K
$18.6M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.13K+ 34.33% |
$157K - $193K
|
12.2K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.07K+ 2.06% |
$154K - $190K
|
152K
$13.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
2.97K+ 13.87% |
$149K - $184K
|
24.4K
$2.1M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.97K+ 13.77% |
$149K - $183K
|
24.5K
$2.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
2.79K+ 13.65% |
$140K - $172K
|
23.2K
$2M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.72K+ 30.56% |
$136K - $168K
|
11.6K
$1M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.69K+ 10.17% |
$135K - $166K
|
29.1K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.68K+ 2939.56% |
$134K - $165K
|
2.77K
$239K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.6K+ 2.51% |
$130K - $161K
|
106K
$9.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.34K+ 177.43% |
$117K - $144K
|
3.65K
$315K
|