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 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.34K+ 177.43% |
$117K - $144K
|
3.65K
$293K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.29K+ 4.94% |
$115K - $141K
|
48.6K
$3.89M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
2.29K+ 48.61% |
$114K - $141K
|
6.99K
$560K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.28K+ 2.08% |
$114K - $141K
|
112K
$9M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.28K+ 39.85% |
$114K - $141K
|
8.01K
$642K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.25K+ 1.77% |
$113K - $139K
|
129K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.06K+ 5.3% |
$103K - $127K
|
40.9K
$3.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2KNew |
$100K - $124K
|
2K
$160K
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
1.83K+ 14.24% |
$91.5K - $113K
|
14.6K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.74K+ 10.88% |
$87.4K - $108K
|
17.8K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.74K+ 7.15% |
$87.2K - $108K
|
26.1K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.67K+ 2.15% |
$83.4K - $103K
|
79.2K
$6.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 27.62% |
$83.1K - $103K
|
7.66K
$614K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.62K+ 19.09% |
$81.4K - $100K
|
10.1K
$812K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
1.53K+ 13.05% |
$76.6K - $94.5K
|
13.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.52K+ 17.4% |
$76.1K - $94K
|
10.3K
$821K
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.37K+ 18.49% |
$68.7K - $84.9K
|
8.79K
$704K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.37K+ 21.67% |
$68.5K - $84.6K
|
7.68K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 1.31% |
$67.8K - $83.7K
|
105K
$8.38M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.28KNew |
$64.1K - $79.2K
|
1.28K
$103K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.24K+ 0.83% |
$62.2K - $76.8K
|
151K
$12.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.23K+ 5.67% |
$61.5K - $75.9K
|
22.9K
$1.83M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.22K+ 14.52% |
$61.1K - $75.4K
|
9.62K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.22KNew |
$61K - $75.3K
|
1.22K
$97.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.17K+ 3.5% |
$58.6K - $72.3K
|
34.6K
$2.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.17K+ 6.86% |
$58.5K - $72.3K
|
18.2K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.14K+ 3.09% |
$56.9K - $70.2K
|
37.9K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.13K+ 66.98% |
$56.4K - $69.7K
|
2.81K
$225K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 4.17% |
$55.6K - $68.6K
|
27.7K
$2.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1.05KNew |
$52.4K - $64.6K
|
1.05K
$83.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 0.95% |
$51.8K - $63.9K
|
109K
$8.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.02K+ 12.36% |
$51.3K - $63.3K
|
9.31K
$746K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
981+ 6.22% |
$49.1K - $60.7K
|
16.7K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
966+ 12.31% |
$48.4K - $59.8K
|
8.81K
$706K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
914New |
$45.8K - $56.5K
|
914
$73.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
900+ 5.62% |
$45.1K - $55.7K
|
16.9K
$1.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
885+ 3.62% |
$44.3K - $54.7K
|
25.3K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
882+ 5.38% |
$44.2K - $54.6K
|
17.3K
$1.38M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
869+ 15.77% |
$43.5K - $53.8K
|
6.38K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
770+ 0.84% |
$38.6K - $47.6K
|
92.1K
$7.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
743+ 215.36% |
$37.2K - $46K
|
1.09K
$87.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
737+ 32.52% |
$36.9K - $45.6K
|
3K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
735+ 2.8% |
$36.8K - $45.5K
|
27K
$2.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
729+ 6.76% |
$36.5K - $45.1K
|
11.5K
$922K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
710+ 6.2% |
$35.6K - $43.9K
|
12.2K
$974K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
696+ 9.68% |
$34.9K - $43.1K
|
7.89K
$632K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
658+ 13.46% |
$33K - $40.7K
|
5.55K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
641+ 6.08% |
$32.1K - $39.7K
|
11.2K
$897K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
635+ 7.04% |
$31.8K - $39.3K
|
9.66K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
623+ 1.57% |
$31.2K - $38.5K
|
40.4K
$3.24M
|