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
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 80.0% |
$1K - $1.24K
|
5
$452
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-22- 0.1% |
$1.1K - $1.36K
|
22.8K
$2.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26- 0.49% |
$1.3K - $1.61K
|
5.27K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-30- 0.29% |
$1.5K - $1.86K
|
10.2K
$918K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-36- 0.79% |
$1.8K - $2.23K
|
4.52K
$409K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-56- 3.28% |
$2.81K - $3.46K
|
1.65K
$149K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-56- 0.36% |
$2.81K - $3.46K
|
15.3K
$1.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-60- 1.06% |
$3.01K - $3.71K
|
5.61K
$507K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-66- 40.0% |
$3.31K - $4.08K
|
99
$8.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-75- 1.0% |
$3.76K - $4.64K
|
7.39K
$668K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-76- 0.7% |
$3.81K - $4.7K
|
10.7K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-80- 32.65% |
$4.01K - $4.95K
|
165
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-85- 13.1% |
$4.26K - $5.26K
|
564
$51K
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 1.96% |
$5.01K - $6.19K
|
5K
$452K
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-117- 1.39% |
$5.86K - $7.24K
|
8.29K
$750K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-121- 2.21% |
$6.06K - $7.49K
|
5.35K
$483K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-123- 0.77% |
$6.16K - $7.61K
|
15.8K
$1.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-124- 1.43% |
$6.21K - $7.67K
|
8.52K
$770K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-133- 2.66% |
$6.66K - $8.23K
|
4.87K
$441K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-147- 0.95% |
$7.36K - $9.09K
|
15.3K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-150- 6.83% |
$7.52K - $9.28K
|
2.05K
$185K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-155- 2.38% |
$7.77K - $9.59K
|
6.35K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-173- 2.39% |
$8.67K - $10.7K
|
7.07K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-220- 2.82% |
$11K - $13.6K
|
7.59K
$686K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-253- 1.67% |
$12.7K - $15.7K
|
14.9K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-287- 3.62% |
$14.4K - $17.8K
|
7.64K
$691K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-303- 4.06% |
$15.2K - $18.7K
|
7.16K
$647K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-310- 1.27% |
$15.5K - $19.2K
|
24.1K
$2.18M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-311- 11.0% |
$15.6K - $19.2K
|
2.52K
$227K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-314- 2.98% |
$15.7K - $19.4K
|
10.2K
$925K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-317- 6.41% |
$15.9K - $19.6K
|
4.63K
$419K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-319- 0.54% |
$16K - $19.7K
|
58.4K
$5.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-328- 1.13% |
$16.4K - $20.3K
|
28.6K
$2.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-330- 3.61% |
$16.5K - $20.4K
|
8.82K
$797K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-334- 2.11% |
$16.7K - $20.7K
|
15.5K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-336- 25.02% |
$16.8K - $20.8K
|
1.01K
$91K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-351- 3.78% |
$17.6K - $21.7K
|
8.94K
$808K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 40.36% |
$20K - $24.7K
|
591
$53.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-407- 5.67% |
$20.4K - $25.2K
|
6.77K
$612K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-421- 3.98% |
$21.1K - $26K
|
10.2K
$919K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-422- 0.4% |
$21.1K - $26.1K
|
104K
$9.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-445- 3.19% |
$22.3K - $27.5K
|
13.5K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-471- 34.79% |
$23.6K - $29.1K
|
883
$79.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-492- 42.67% |
$24.6K - $30.4K
|
661
$59.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-493- 1.53% |
$24.7K - $30.5K
|
31.7K
$2.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-497- 2.39% |
$24.9K - $30.7K
|
20.3K
$1.83M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-611- 5.7% |
$30.6K - $37.8K
|
10.1K
$914K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-623- 6.9% |
$31.2K - $38.5K
|
8.41K
$760K
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-650- 2.13% |
$32.6K - $40.2K
|
29.8K
$2.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-700- 13.44% |
$35.1K - $43.3K
|
4.51K
$408K
|