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 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
79+ 69.3% |
$3.96K - $4.89K
|
193
$17.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
78+ 0.51% |
$3.91K - $4.83K
|
15.2K
$1.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
73+ 0.24% |
$3.66K - $4.52K
|
30.7K
$2.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
65New |
$3.26K - $4.02K
|
65
$5.95K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
64+ 0.69% |
$3.21K - $3.96K
|
9.3K
$852K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
56+ 329.41% |
$2.81K - $3.46K
|
73
$6.68K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
55+ 0.92% |
$2.76K - $3.4K
|
6.05K
$554K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
54+ 0.11% |
$2.71K - $3.34K
|
48.4K
$4.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
52+ 1.14% |
$2.61K - $3.22K
|
4.62K
$423K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.51K - $3.09K
|
50
$4.58K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
48+ 1.01% |
$2.4K - $2.97K
|
4.81K
$440K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44+ 68.75% |
$2.2K - $2.72K
|
108
$9.89K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40+ 0.7% |
$2K - $2.47K
|
5.74K
$525K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35+ 5.34% |
$1.75K - $2.17K
|
690
$63.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
34+ 12.98% |
$1.7K - $2.1K
|
296
$27.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27+ 0.25% |
$1.35K - $1.67K
|
10.7K
$981K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
26+ 0.24% |
$1.3K - $1.61K
|
11K
$1M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 3.41% |
$1.3K - $1.61K
|
789
$72.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$1.15K - $1.42K
|
9.66K
$885K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 2.77% |
$1.1K - $1.36K
|
816
$74.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15+ 0.09% |
$752 - $928
|
16.5K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13+ 0.26% |
$651 - $804
|
5.03K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13+ 15.12% |
$651 - $804
|
99
$9.06K
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
12+ 0.26% |
$601 - $742
|
4.56K
$418K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.22% |
$551 - $680
|
5.11K
$468K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10+ 0.1% |
$501 - $619
|
10.1K
$923K
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
10+ 0.24% |
$501 - $619
|
4.2K
$384K
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
9+ 0.16% |
$451 - $557
|
5.61K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8+ 0.04% |
$401 - $495
|
18.8K
$1.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$251 - $309
|
1.78K
$163K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.01% |
$251 - $309
|
44.9K
$4.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$251 - $309
|
5
$458
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
5+ 1.54% |
$251 - $309
|
330
$30.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.01% |
$251 - $309
|
44.9K
$4.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
5+ 0.02% |
$251 - $309
|
25.6K
$2.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3+ 0.05% |
$150 - $186
|
5.92K
$542K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.04% |
$150 - $186
|
7.15K
$654K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$100 - $124
|
4.4K
$402K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.94% |
$50.1 - $61.9
|
107
$9.79K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$50.1 - $61.9
|
1.07K
$98.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.02% |
$50.1 - $61.9
|
4.4K
$403K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$50.1 - $61.9
|
6.6K
$604K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.15% |
$50.1 - $61.9
|
653
$59.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.29% |
$50.1 - $61.9
|
344
$31.5K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.37% |
$50.1 - $61.9
|
273
$25K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$50.1 - $61.9
|
343
$31.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 2.63% |
$50.1 - $61.9
|
37
$3.39K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-1- 0.02% |
$50.1 - $61.9
|
4.52K
$413K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8- 5.26% |
$401 - $495
|
144
$13.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9- 0.05% |
$451 - $557
|
17.4K
$1.59M
|