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 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
579+ 8.35% |
$29K - $35.8K
|
7.51K
$679K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
528+ 7.1% |
$26.5K - $32.7K
|
7.97K
$720K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
527+ 7.03% |
$26.4K - $32.6K
|
8.03K
$726K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
521+ 2.7% |
$26.1K - $32.2K
|
19.8K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
520+ 5.69% |
$26.1K - $32.2K
|
9.66K
$874K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
509+ 12.46% |
$25.5K - $31.5K
|
4.59K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
493+ 6.09% |
$24.7K - $30.5K
|
8.59K
$777K
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
492New |
$24.6K - $30.4K
|
492
$44.5K
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
465+ 1.64% |
$23.3K - $28.8K
|
28.9K
$2.61M
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
454+ 5.47% |
$22.7K - $28.1K
|
8.75K
$791K
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
437New |
$21.9K - $27K
|
437
$39.5K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
375+ 24.43% |
$18.8K - $23.2K
|
1.91K
$173K
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
373+ 2.19% |
$18.7K - $23.1K
|
17.4K
$1.58M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
373+ 7.73% |
$18.7K - $23.1K
|
5.2K
$470K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
371+ 2.26% |
$18.6K - $23K
|
16.8K
$1.52M
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
370+ 0.31% |
$18.5K - $22.9K
|
119K
$10.8M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
366+ 3.8% |
$18.3K - $22.6K
|
10K
$904K
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
357+ 1.92% |
$17.9K - $22.1K
|
18.9K
$1.71M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350+ 16.74% |
$17.5K - $21.7K
|
2.44K
$221K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
308+ 2.25% |
$15.4K - $19.1K
|
14K
$1.26M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
297+ 0.28% |
$14.9K - $18.4K
|
105K
$9.48M
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
268+ 1.46% |
$13.4K - $16.6K
|
18.7K
$1.69M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
262+ 0.29% |
$13.1K - $16.2K
|
91.6K
$8.28M
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
244+ 0.45% |
$12.2K - $15.1K
|
54.3K
$4.91M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
241+ 2.35% |
$12.1K - $14.9K
|
10.5K
$950K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
232New |
$11.6K - $14.4K
|
232
$21K
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
230+ 0.53% |
$11.5K - $14.2K
|
43.7K
$3.95M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
227+ 4.13% |
$11.4K - $14K
|
5.72K
$517K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
213+ 0.08% |
$10.7K - $13.2K
|
274K
$24.7M
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
210+ 9.88% |
$10.5K - $13K
|
2.34K
$211K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
190+ 0.1% |
$9.52K - $11.8K
|
190K
$17.2M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
190+ 372.55% |
$9.52K - $11.8K
|
241
$21.8K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
187+ 1.97% |
$9.37K - $11.6K
|
9.7K
$877K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
184+ 5.47% |
$9.22K - $11.4K
|
3.55K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
184+ 7.9% |
$9.22K - $11.4K
|
2.51K
$227K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
170+ 2.55% |
$8.52K - $10.5K
|
6.85K
$619K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
159+ 1.62% |
$7.97K - $9.84K
|
9.96K
$900K
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
158+ 0.72% |
$7.92K - $9.77K
|
22.2K
$2.01M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
153+ 73.91% |
$7.67K - $9.46K
|
360
$32.5K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
146+ 3.53% |
$7.31K - $9.03K
|
4.28K
$387K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
141+ 1.17% |
$7.06K - $8.72K
|
12.2K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
131+ 0.22% |
$6.56K - $8.1K
|
60.3K
$5.45M
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
127+ 1.17% |
$6.36K - $7.86K
|
10.9K
$989K
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
119+ 2.49% |
$5.96K - $7.36K
|
4.9K
$443K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
111+ 1.46% |
$5.56K - $6.87K
|
7.72K
$698K
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
109+ 2.49% |
$5.46K - $6.74K
|
4.49K
$406K
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
104+ 1.44% |
$5.21K - $6.43K
|
7.34K
$663K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101+ 20.04% |
$5.06K - $6.25K
|
605
$54.7K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
101New |
$5.06K - $6.25K
|
101
$9.13K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
79+ 69.3% |
$3.96K - $4.89K
|
193
$17.4K
|