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 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-12.3K- 2.93% |
$779K - $903K
|
407K
$35M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-13.4K- 19.79% |
$848K - $982K
|
54.2K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.4KClosed |
$848K - $983K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.6K- 0.36% |
$928K - $1.08M
|
4.07M
$350M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16.8K- 10.93% |
$1.07M - $1.24M
|
137K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1KClosed |
$1.08M - $1.25M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-17.8K- 15.82% |
$1.13M - $1.31M
|
94.5K
$8.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-17.8K- 3.75% |
$1.13M - $1.31M
|
458K
$39.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-18K- 4.25% |
$1.14M - $1.32M
|
405K
$34.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-19.8K- 15.24% |
$1.26M - $1.45M
|
110K
$9.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20.6K- 17.6% |
$1.31M - $1.51M
|
96.4K
$8.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-20.8K- 7.32% |
$1.32M - $1.53M
|
264K
$22.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-21.4K- 23.1% |
$1.36M - $1.57M
|
71.2K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.7K- 6.87% |
$1.44M - $1.67M
|
307K
$26.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25.9K- 85.41% |
$1.64M - $1.9M
|
4.43K
$381K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.5KClosed |
$1.74M - $2.02M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-27.5K- 28.53% |
$1.74M - $2.02M
|
68.9K
$5.93M
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-28.9K- 4.61% |
$1.83M - $2.12M
|
598K
$51.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-29.3KClosed |
$1.86M - $2.15M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.4K- 2.41% |
$1.86M - $2.16M
|
1.19M
$102M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-29.6K- 51.97% |
$1.88M - $2.18M
|
27.4K
$2.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
SELL
|
- |
-38.7K- 28.46% |
$2.46M - $2.85M
|
97.4K
$8.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-42.7K- 66.36% |
$2.71M - $3.14M
|
21.6K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-45.2K- 69.62% |
$2.86M - $3.32M
|
19.7K
$1.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.3K- 37.48% |
$2.87M - $3.33M
|
75.6K
$6.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.4KClosed |
$2.88M - $3.34M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-45.4KClosed |
$2.88M - $3.34M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-45.9K- 71.48% |
$2.91M - $3.37M
|
18.3K
$1.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.7K- 2.92% |
$2.96M - $3.43M
|
1.55M
$134M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51.6K- 99.99% |
$3.27M - $3.79M
|
5
$430
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-52.6K- 84.06% |
$3.33M - $3.86M
|
9.97K
$857K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-53.5K- 9.84% |
$3.39M - $3.93M
|
490K
$42.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-63.7K- 34.83% |
$4.04M - $4.68M
|
119K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-64.7K- 3.21% |
$4.1M - $4.75M
|
1.95M
$168M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-71.1K- 28.92% |
$4.51M - $5.22M
|
175K
$15M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-75.6K- 36.63% |
$4.79M - $5.56M
|
131K
$11.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-76K- 33.19% |
$4.82M - $5.58M
|
153K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-83.4K- 68.71% |
$5.29M - $6.13M
|
38K
$3.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-84.4K- 80.54% |
$5.35M - $6.2M
|
20.4K
$1.75M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-96.4K- 13.54% |
$6.11M - $7.08M
|
615K
$52.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-99.9K- 96.9% |
$6.33M - $7.34M
|
3.2K
$275K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-106K- 3.86% |
$6.74M - $7.81M
|
2.65M
$228M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-119K- 91.05% |
$7.52M - $8.71M
|
11.7K
$1M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-132K- 16.94% |
$8.35M - $9.68M
|
646K
$55.5M
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-134K- 38.74% |
$8.48M - $9.83M
|
212K
$18.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-145K- 27.42% |
$9.21M - $10.7M
|
385K
$33.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-161K- 31.84% |
$10.2M - $11.8M
|
344K
$29.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-164K- 12.33% |
$10.4M - $12M
|
1.17M
$100M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-215K- 20.77% |
$13.6M - $15.8M
|
820K
$70.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-221KClosed |
$14M - $16.2M
|
0
$0
|