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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
90.1K+ 6.08% |
$5.71M - $6.62M
|
1.57M
$135M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
88.4K+ 34.46% |
$5.6M - $6.5M
|
345K
$29.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
88.1K+ 3.64% |
$5.59M - $6.48M
|
2.51M
$216M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83K+ 14.5% |
$5.26M - $6.1M
|
656K
$56.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
83KNew |
$5.26M - $6.1M
|
83K
$7.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
79.4KNew |
$5.03M - $5.83M
|
79.4K
$6.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79.2K+ 76.9% |
$5.02M - $5.82M
|
182K
$15.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.9K+ 5.98% |
$4.94M - $5.72M
|
1.38M
$119M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
75.8K+ 27.75% |
$4.81M - $5.57M
|
349K
$30M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
73K+ 68.05% |
$4.63M - $5.37M
|
180K
$15.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
71.8K+ 560.48% |
$4.55M - $5.28M
|
84.6K
$7.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
68.4KNew |
$4.34M - $5.03M
|
68.4K
$5.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.3K+ 66.29% |
$4.21M - $4.87M
|
166K
$14.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
65.6K+ 53.67% |
$4.16M - $4.82M
|
188K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
64.5K+ 249.55% |
$4.09M - $4.74M
|
90.4K
$7.77M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
63.6KNew |
$4.03M - $4.68M
|
63.6K
$5.47M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
62.2K+ 13.11% |
$3.94M - $4.57M
|
537K
$46.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
61.3K+ 1274.06% |
$3.88M - $4.5M
|
66.1K
$5.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
61.1K+ 2.73% |
$3.87M - $4.49M
|
2.3M
$198M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
60.8K+ 25.55% |
$3.85M - $4.47M
|
299K
$25.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
57.6KNew |
$3.65M - $4.23M
|
57.6K
$4.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
57.1KNew |
$3.62M - $4.2M
|
57.1K
$4.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
56.3K+ 844.93% |
$3.57M - $4.14M
|
63K
$5.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56.3KNew |
$3.57M - $4.14M
|
56.3K
$4.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
56.3K+ 70.46% |
$3.57M - $4.13M
|
136K
$11.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
55.9KNew |
$3.54M - $4.11M
|
55.9K
$4.81M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
54.8K+ 8.95% |
$3.47M - $4.02M
|
667K
$57.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
53.6K+ 9.85% |
$3.4M - $3.94M
|
598K
$51.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$3.33M - $3.86M
|
52.5K
$4.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
52K+ 95.39% |
$3.3M - $3.82M
|
107K
$9.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
51.4KNew |
$3.26M - $3.77M
|
51.4K
$4.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
48.1K+ 29.83% |
$3.05M - $3.54M
|
209K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
47.3KNew |
$3M - $3.48M
|
47.3K
$4.07M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44.8K+ 6383.05% |
$2.84M - $3.29M
|
45.5K
$3.91M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.3K+ 16.22% |
$2.74M - $3.18M
|
310K
$26.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
42.7K+ 11.13% |
$2.71M - $3.14M
|
426K
$36.6M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
42.2KNew |
$2.67M - $3.1M
|
42.2K
$3.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
40.7K+ 11.85% |
$2.58M - $2.99M
|
384K
$33.1M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
40.7K+ 10.4% |
$2.58M - $2.99M
|
432K
$37.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
40.1K+ 20.69% |
$2.54M - $2.94M
|
234K
$20.1M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
39.6K+ 8.36% |
$2.51M - $2.91M
|
513K
$44.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.9K+ 8.49% |
$2.46M - $2.86M
|
496K
$42.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
38.6KNew |
$2.44M - $2.83M
|
38.6K
$3.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
36.8K+ 110.59% |
$2.33M - $2.7M
|
70K
$6.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
36.7K+ 119.38% |
$2.33M - $2.7M
|
67.4K
$5.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
36.5K+ 18.44% |
$2.31M - $2.68M
|
234K
$20.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
36.4K+ 1.11% |
$2.31M - $2.68M
|
3.33M
$286M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
36.2K+ 14.88% |
$2.29M - $2.66M
|
279K
$24M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
36K+ 30.31% |
$2.28M - $2.64M
|
155K
$13.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
35.3K+ 26.24% |
$2.24M - $2.59M
|
170K
$14.6M
|