Purchases and Sales Made in Q4 2021 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.7MNew |
$171M - $198M
|
2.7M
$236M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.28M+ 1645.19% |
$145M - $168M
|
2.42M
$212M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.86M+ 93.4% |
$118M - $137M
|
3.86M
$338M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 10.73% |
$84.7M - $98.1M
|
13.8M
$1.21B
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 15.62% |
$79.9M - $92.6M
|
9.33M
$817M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.07M+ 10.03% |
$67.6M - $78.3M
|
11.7M
$1.02B
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
706KNew |
$44.8M - $51.9M
|
706K
$61.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
685KNew |
$43.4M - $50.3M
|
685K
$60M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
603KNew |
$38.2M - $44.3M
|
603K
$52.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
594K+ 17.49% |
$37.7M - $43.7M
|
3.99M
$350M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
591K+ 361.83% |
$37.5M - $43.4M
|
754K
$66.1M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
532K+ 4677.65% |
$33.7M - $39.1M
|
544K
$47.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
417KNew |
$26.5M - $30.7M
|
417K
$36.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
407K+ 144701.06% |
$25.8M - $29.9M
|
407K
$35.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
353K+ 125.72% |
$22.4M - $26M
|
634K
$55.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
348KNew |
$22M - $25.5M
|
348K
$30.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
343KNew |
$21.7M - $25.2M
|
343K
$30M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
341K+ 26.34% |
$21.6M - $25M
|
1.63M
$143M
|
|
|
Mar 01, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
304KNew |
$19.2M - $22.3M
|
304K
$26.6M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
301KNew |
$19.1M - $22.1M
|
301K
$26.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
262KNew |
$16.6M - $19.3M
|
262K
$23M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
258K+ 5690.71% |
$16.4M - $19M
|
262K
$23M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
258K+ 21.14% |
$16.3M - $18.9M
|
1.48M
$129M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
245KNew |
$15.5M - $18M
|
245K
$21.4M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
220KNew |
$14M - $16.2M
|
220K
$19.3M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
219KNew |
$13.9M - $16.1M
|
219K
$19.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
205K+ 272.71% |
$13M - $15.1M
|
281K
$24.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
190KNew |
$12.1M - $14M
|
190K
$16.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
184K+ 40.9% |
$11.7M - $13.6M
|
635K
$55.6M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
182KNew |
$11.6M - $13.4M
|
182K
$16M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
180KNew |
$11.4M - $13.2M
|
180K
$15.7M
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
173KNew |
$11M - $12.7M
|
173K
$15.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
171KNew |
$10.9M - $12.6M
|
171K
$15M
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
166KNew |
$10.5M - $12.2M
|
166K
$14.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
157K+ 24.35% |
$9.94M - $11.5M
|
801K
$70.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
152K+ 98.23% |
$9.61M - $11.1M
|
306K
$26.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 4.14% |
$9.55M - $11.1M
|
3.79M
$332M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
140K+ 11.56% |
$8.9M - $10.3M
|
1.35M
$119M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
136K+ 244.25% |
$8.65M - $10M
|
192K
$16.8M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
135K+ 332.49% |
$8.54M - $9.9M
|
175K
$15.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
131KNew |
$8.3M - $9.62M
|
131K
$11.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
130KNew |
$8.24M - $9.56M
|
130K
$11.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
123KNew |
$7.8M - $9.04M
|
123K
$10.8M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$7.22M - $8.37M
|
114K
$9.97M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
111K+ 3453.92% |
$7.01M - $8.12M
|
114K
$9.96M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
106KNew |
$6.71M - $7.78M
|
106K
$9.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
105K+ 13.58% |
$6.65M - $7.71M
|
877K
$76.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102K+ 2.13% |
$6.45M - $7.47M
|
4.88M
$428M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
96.7KNew |
$6.13M - $7.11M
|
96.7K
$8.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
90.3KNew |
$5.72M - $6.64M
|
90.3K
$7.91M
|