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 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-737- 0.82% |
$46.7K - $54.2K
|
88.7K
$7.65M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-742- 5.92% |
$47K - $54.5K
|
11.8K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-767- 8.41% |
$48.6K - $56.4K
|
8.35K
$721K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-786- 74.36% |
$49.8K - $57.8K
|
271
$23.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-819- 22.08% |
$51.9K - $60.2K
|
2.89K
$249K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-832- 4.97% |
$52.7K - $61.1K
|
15.9K
$1.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-833- 8.12% |
$52.8K - $61.2K
|
9.42K
$813K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-835- 13.79% |
$52.9K - $61.4K
|
5.22K
$450K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-835- 11.15% |
$52.9K - $61.4K
|
6.65K
$574K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-854- 2.94% |
$54.1K - $62.8K
|
28.2K
$2.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-886- 4.19% |
$56.2K - $65.1K
|
20.2K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-949Closed |
$60.2K - $69.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 8.51% |
$64K - $74.1K
|
10.8K
$936K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.03K- 9.53% |
$65.3K - $75.7K
|
9.78K
$844K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.05K- 6.81% |
$66.4K - $77K
|
14.3K
$1.24M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.13K- 5.94% |
$71.5K - $82.9K
|
17.9K
$1.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 23.5% |
$71.6K - $83K
|
3.68K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.15KClosed |
$72.6K - $84.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.16K- 26.02% |
$73.4K - $85.1K
|
3.29K
$284K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.22K- 0.77% |
$77.1K - $89.4K
|
157K
$13.6M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.28KClosed |
$80.8K - $93.7K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.36K- 1.33% |
$86.1K - $99.9K
|
101K
$8.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-1.42K- 2.95% |
$89.9K - $104K
|
46.6K
$4.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.48K- 1.86% |
$93.7K - $109K
|
78.2K
$6.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.49K- 13.95% |
$94.3K - $109K
|
9.18K
$792K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.5K- 0.16% |
$94.8K - $110K
|
944K
$81.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 3.42% |
$96.7K - $112K
|
43K
$3.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.59K- 3.08% |
$101K - $117K
|
50K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 2.61% |
$101K - $117K
|
59.5K
$5.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 5.0% |
$101K - $118K
|
30.4K
$2.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.62K- 10.93% |
$103K - $119K
|
13.2K
$1.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.66K- 0.38% |
$105K - $122K
|
432K
$37.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.74K- 0.43% |
$110K - $128K
|
403K
$34.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.79K- 4.15% |
$113K - $131K
|
41.3K
$3.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.81KClosed |
$115K - $133K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 21.21% |
$116K - $134K
|
6.77K
$584K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.84K- 1.77% |
$117K - $135K
|
102K
$8.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.94K- 0.4% |
$123K - $143K
|
488K
$42.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.96K- 14.25% |
$124K - $144K
|
11.8K
$1.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-2.05K- 1.89% |
$130K - $150K
|
106K
$9.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-2.11K- 2.03% |
$134K - $155K
|
102K
$8.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 18.11% |
$135K - $156K
|
9.6K
$828K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-2.17K- 31.98% |
$138K - $160K
|
4.62K
$399K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.38K- 45.09% |
$151K - $175K
|
2.89K
$250K
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
SELL
|
- |
-2.4K- 13.82% |
$152K - $176K
|
15K
$1.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.44K- 4.45% |
$155K - $179K
|
52.4K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.45K- 4.22% |
$156K - $180K
|
55.7K
$4.81M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-2.47K- 0.32% |
$156K - $181K
|
778K
$67.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2.54K- 21.06% |
$161K - $187K
|
9.53K
$822K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-2.54K- 0.53% |
$161K - $187K
|
473K
$40.9M
|