Purchases and Sales Made in Q4 2021 in Spdr Portfolio (SPYG)

SPYG Quotes by TradingView

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
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-2.65K
- 29.16%
$168K - $195K
6.45K $554K
Jan 25, 2022 Q4 2021
Wallington Asset Management, LLC

SELL
 -
-2.66K
- 24.36%
$169K - $195K
8.26K $710K
Jan 19, 2022 Q4 2021
Brio Consultants, LLC

SELL
 -
-2.69K
- 18.94%
$170K - $197K
11.5K $988K
Jan 18, 2022 Q4 2021
Ayalon Insurance Comp Ltd.

SELL
 -
-2.72K
- 12.25%
$172K - $200K
19.4K $1.67M
Feb 01, 2022 Q4 2021
Occidental Asset Management, LLC

SELL
 -
-2.72K
- 2.76%
$172K - $200K
95.8K $8.24M
Feb 11, 2022 Q4 2021
Burney CO

Reston, VA
SELL
 -
-2.77K
- 3.86%
$175K - $203K
68.9K $5.92M
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-2.79K
- 28.56%
$177K - $205K
6.98K $600K
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-2.86K
- 5.98%
$181K - $210K
44.9K $3.86M
Jan 18, 2022 Q4 2021
Procyon Advisors, LLC

SELL
 -
-3.16K
Closed
$200K - $232K
0 $0
Feb 11, 2022 Q4 2021
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-3.17K
- 4.56%
$201K - $233K
66.4K $5.71M
Feb 04, 2022 Q4 2021
Abbrea Capital, LLC

SELL
 -
-3.28K
Closed
$208K - $241K
0 $0
Feb 10, 2022 Q4 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-3.34K
Closed
$212K - $246K
0 $0
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-3.41K
Closed
$216K - $250K
0 $0
Jan 18, 2022 Q4 2021
Valtinson Bruner Financial Planning LLC

SELL
 -
-3.43K
- 3.62%
$218K - $252K
91.5K $7.87M
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-3.55K
- 6.63%
$225K - $261K
50K $4.3M
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

SELL
 -
-3.55K
- 65.59%
$225K - $261K
1.86K $160K
Feb 11, 2022 Q4 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-3.88K
- 10.45%
$246K - $285K
33.2K $2.86M
Feb 14, 2022 Q4 2021
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-3.9K
- 1.6%
$247K - $287K
240K $20.7M
Feb 11, 2022 Q4 2021
Qcm Cayman, Ltd.

SELL
 -
-4.12K
Closed
$261K - $303K
0 $0
Feb 07, 2022 Q4 2021
Wrapmanager Inc

SELL
 -
-4.43K
- 2.72%
$281K - $326K
158K $13.6M
Jan 14, 2022 Q4 2021
Strategy Asset Managers LLC

SELL
 -
-4.44K
Closed
$281K - $326K
0 $0
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-4.53K
- 7.95%
$287K - $333K
52.5K $4.51M
Feb 14, 2022 Q4 2021
Y Intercept (Hong Kong) LTD

SELL
 -
-5.15K
Closed
$327K - $378K
0 $0
Jan 19, 2022 Q4 2021
Lantz Financial LLC

SELL
 -
-5.5K
- 17.48%
$349K - $404K
26K $2.23M
Jan 26, 2022 Q4 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-5.51K
- 42.02%
$349K - $405K
7.61K $654K
Feb 14, 2022 Q4 2021
Invesco Ltd.

Atlanta, GA
SELL
 -
-5.59K
- 14.55%
$354K - $411K
32.9K $2.83M
Feb 04, 2022 Q4 2021
Foresight Wealth Management, LLC

SELL
 -
-5.61K
- 2.62%
$356K - $412K
208K $17.9M
Feb 14, 2022 Q4 2021
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-5.64K
- 8.32%
$358K - $414K
62.1K $5.34M
Jan 26, 2022 Q4 2021
Transform Wealth, LLC

SELL
 -
-5.94K
- 4.36%
$376K - $436K
130K $11.2M
Feb 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-5.95K
- 35.51%
$377K - $437K
10.8K $929K
Feb 03, 2022 Q4 2021
Executive Wealth Management, LLC

SELL
 -
-6.22K
- 1.28%
$394K - $457K
481K $41.4M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-6.58K
- 3.94%
$417K - $484K
161K $13.8M
Jan 26, 2022 Q4 2021
Waller Financial Planning Group, Inc

SELL
 -
-7K
- 6.01%
$444K - $515K
109K $9.42M
Jan 18, 2022 Q4 2021
Newman & Schimel, LLC

SELL
 -
-7.09K
- 61.02%
$450K - $521K
4.53K $390K
Feb 10, 2022 Q4 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-8.05K
- 21.4%
$511K - $592K
29.6K $2.54M
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

SELL
 -
-9.09K
- 24.54%
$576K - $668K
27.9K $2.4M
Feb 11, 2022 Q4 2021
Compton Financial Group, LLC

SELL
 -
-9.11K
- 1.67%
$577K - $669K
537K $46.2M
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-9.29K
- 1.26%
$589K - $682K
728K $62.6M
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-9.32K
- 5.99%
$591K - $685K
146K $12.6M
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-9.63K
- 79.89%
$611K - $708K
2.43K $209K
Jan 12, 2022 Q4 2021
Center For Asset Management LLC

SELL
 -
-10.8K
Closed
$686K - $796K
0 $0
Feb 15, 2022 Q4 2021
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-11.1K
- 4.77%
$702K - $814K
221K $19M
Jan 31, 2022 Q4 2021
Affinity Capital Advisors, LLC

SELL
 -
-11.5K
- 7.98%
$729K - $845K
133K $11.4M
Jan 26, 2022 Q4 2021
Blue Bell Private Wealth Management, LLC

SELL
 -
-11.5K
Closed
$729K - $845K
0 $0
Feb 10, 2022 Q4 2021
Davenport & CO LLC

SELL
 -
-11.6K
Closed
$734K - $851K
0 $0
Feb 14, 2022 Q4 2021
State Street Corp

Boston, MA
SELL
 -
-11.9K
- 7.02%
$757K - $878K
158K $13.6M
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-12K
- 40.77%
$760K - $881K
17.4K $1.5M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-12.1K
- 15.39%
$766K - $888K
66.4K $5.71M
Feb 14, 2022 Q4 2021
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-12.3K
- 19.56%
$777K - $900K
50.4K $4.33M

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