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 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.2K+ 6.21% |
$2.23M - $2.59M
|
603K
$51.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 1.59% |
$2.21M - $2.56M
|
2.23M
$191M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
34.2KNew |
$2.17M - $2.51M
|
34.2K
$2.94M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
33.8KNew |
$2.14M - $2.48M
|
33.8K
$2.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33.5K+ 52.75% |
$2.12M - $2.46M
|
96.9K
$8.33M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
33.2K+ 8.22% |
$2.1M - $2.44M
|
437K
$37.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
32.3K+ 28.73% |
$2.05M - $2.38M
|
145K
$12.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
29.5KNew |
$1.87M - $2.17M
|
29.5K
$2.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
28.7K+ 9.57% |
$1.82M - $2.11M
|
329K
$28.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
28KNew |
$1.78M - $2.06M
|
28K
$2.41M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
28KNew |
$1.77M - $2.06M
|
28K
$2.41M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.8K+ 21.42% |
$1.77M - $2.05M
|
158K
$13.6M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
27.8K+ 5.47% |
$1.76M - $2.04M
|
537K
$46.2M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
27.8KNew |
$1.76M - $2.04M
|
27.8K
$2.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
27.8KNew |
$1.76M - $2.04M
|
27.8K
$2.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
27.7KNew |
$1.76M - $2.04M
|
27.7K
$2.38M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.1K+ 69.22% |
$1.72M - $1.99M
|
66.2K
$5.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
27.1K+ 6.48% |
$1.72M - $1.99M
|
445K
$38.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
26.6KNew |
$1.68M - $1.95M
|
26.6K
$2.29M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.6K+ 13.89% |
$1.68M - $1.95M
|
218K
$18.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26K+ 209.72% |
$1.65M - $1.91M
|
38.4K
$3.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
26KNew |
$1.65M - $1.91M
|
26K
$2.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
25.4K+ 47.13% |
$1.61M - $1.86M
|
79.1K
$6.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
24.2K+ 752.0% |
$1.54M - $1.78M
|
27.5K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 187.01% |
$1.52M - $1.76M
|
36.8K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 3.17% |
$1.49M - $1.73M
|
765K
$65.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
23.5K+ 197.55% |
$1.49M - $1.72M
|
35.3K
$3.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.2K+ 86.46% |
$1.47M - $1.7M
|
50K
$4.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
22.3KNew |
$1.42M - $1.64M
|
22.3K
$1.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 10.99% |
$1.41M - $1.63M
|
225K
$19.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
21.7K+ 7.45% |
$1.37M - $1.59M
|
312K
$26.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
21K+ 9.75% |
$1.33M - $1.55M
|
237K
$20.4M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
20.7KNew |
$1.31M - $1.52M
|
20.7K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.1K+ 563.39% |
$1.28M - $1.48M
|
23.7K
$2.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
19K+ 12.86% |
$1.21M - $1.4M
|
167K
$14.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
19K+ 103.46% |
$1.2M - $1.4M
|
37.4K
$3.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18.9K+ 37.34% |
$1.2M - $1.39M
|
69.4K
$5.97M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18.2KNew |
$1.16M - $1.34M
|
18.2K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$1.13M - $1.31M
|
17.8K
$1.53M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
17.6K+ 8.28% |
$1.12M - $1.3M
|
231K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.2K+ 35.31% |
$1.09M - $1.27M
|
66K
$5.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
16.9K+ 44.36% |
$1.07M - $1.24M
|
54.9K
$4.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16.8K+ 2.05% |
$1.07M - $1.24M
|
840K
$72.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.6KNew |
$1.05M - $1.22M
|
16.6K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4K+ 103.81% |
$1.04M - $1.2M
|
32.1K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
16.1KNew |
$1.02M - $1.18M
|
16.1K
$1.38M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.6KNew |
$987K - $1.14M
|
15.6K
$1.34M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
15.3KNew |
$970K - $1.12M
|
15.3K
$1.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
15.2K+ 42.91% |
$964K - $1.12M
|
50.7K
$4.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.1K+ 7.77% |
$960K - $1.11M
|
210K
$18.1M
|