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 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
7.2KNew |
$456K - $529K
|
7.2K
$577K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.14K+ 8.05% |
$453K - $525K
|
95.8K
$7.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.62K+ 1.86% |
$420K - $486K
|
362K
$29M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.2K+ 135.45% |
$393K - $456K
|
10.8K
$864K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.16KNew |
$390K - $453K
|
6.16K
$494K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
6.14K+ 140.37% |
$389K - $451K
|
10.5K
$842K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.97KNew |
$378K - $438K
|
5.97K
$478K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
5.6K+ 8.28% |
$355K - $411K
|
73.2K
$5.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.58K+ 56.12% |
$354K - $410K
|
15.5K
$1.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.54KNew |
$351K - $407K
|
5.54K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
5.52K+ 39.22% |
$350K - $405K
|
19.6K
$1.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
5.43K+ 5.93% |
$344K - $399K
|
96.9K
$7.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.39KNew |
$342K - $396K
|
5.39K
$432K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.33K+ 8.37% |
$338K - $392K
|
69K
$5.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.33K+ 8.37% |
$338K - $392K
|
69K
$5.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.3K+ 9.85% |
$336K - $390K
|
59.1K
$4.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.24K+ 16.76% |
$332K - $385K
|
36.5K
$2.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.06K+ 26.64% |
$321K - $372K
|
24.1K
$1.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.05KNew |
$320K - $371K
|
5.05K
$405K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.01K+ 1.4% |
$318K - $368K
|
363K
$29M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.97K+ 4.67% |
$315K - $365K
|
111K
$8.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
4.9K+ 2.11% |
$311K - $360K
|
238K
$19.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.69K+ 15.39% |
$297K - $345K
|
35.2K
$2.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.65K+ 1.21% |
$295K - $342K
|
390K
$31.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.63KNew |
$293K - $340K
|
4.63K
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
4.63K+ 67.95% |
$293K - $340K
|
11.4K
$916K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4.49K+ 1.45% |
$284K - $330K
|
314K
$25.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.45K+ 165.25% |
$282K - $327K
|
7.14K
$572K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.33KNew |
$274K - $318K
|
4.33K
$347K
|
|
|
Feb 18, 2022
Q4 2021
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
4.31KNew |
$273K - $316K
|
4.31K
$345K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.25KNew |
$269K - $312K
|
4.25K
$340K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.24KNew |
$268K - $311K
|
4.24K
$339K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.17KNew |
$264K - $306K
|
4.17K
$334K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.16K+ 17.89% |
$263K - $305K
|
27.4K
$2.19M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.05KNew |
$257K - $298K
|
4.05K
$324K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.96KNew |
$251K - $291K
|
3.96K
$317K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.91K+ 176.34% |
$248K - $287K
|
6.12K
$490K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.87KNew |
$246K - $285K
|
3.87K
$310K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.87KNew |
$245K - $284K
|
3.87K
$310K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
3.78KNew |
$240K - $278K
|
3.78K
$303K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.76K+ 188.23% |
$238K - $276K
|
5.76K
$461K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.76K+ 32.27% |
$238K - $276K
|
15.4K
$1.23M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.74KNew |
$237K - $275K
|
3.74K
$299K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.7K+ 6.56% |
$235K - $272K
|
60.1K
$4.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.66K+ 0.3% |
$232K - $269K
|
1.22M
$97.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.64K+ 17.95% |
$231K - $267K
|
23.9K
$1.92M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
3.63K+ 7.61% |
$230K - $267K
|
51.3K
$4.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.61KNew |
$229K - $265K
|
3.61K
$289K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
3.57KNew |
$226K - $263K
|
3.57K
$286K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
3.57K+ 47.76% |
$226K - $262K
|
11K
$885K
|