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
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.51KNew |
$223K - $258K
|
3.51K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.46K+ 7.28% |
$219K - $254K
|
51K
$4.38M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.33KNew |
$211K - $245K
|
3.33K
$287K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.3K+ 20.27% |
$209K - $242K
|
19.6K
$1.68M
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.28KNew |
$208K - $241K
|
3.28K
$282K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.27KNew |
$208K - $241K
|
3.27K
$282K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.26KNew |
$207K - $240K
|
3.26K
$280K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.26K+ 12.4% |
$206K - $239K
|
29.5K
$2.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$206K - $239K
|
3.25K
$280K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.2KNew |
$203K - $235K
|
3.2K
$275K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.17K+ 38.28% |
$201K - $233K
|
11.5K
$986K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.14KNew |
$199K - $231K
|
3.14K
$270K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
3.13KNew |
$198K - $230K
|
3.13K
$269K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.02KNew |
$191K - $222K
|
3.02K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.01K+ 78.46% |
$191K - $221K
|
6.85K
$589K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$258K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.98KNew |
$189K - $219K
|
2.98K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.95K+ 131.54% |
$187K - $217K
|
5.2K
$447K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.94KNew |
$186K - $216K
|
2.94K
$253K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.94KNew |
$186K - $216K
|
2.94K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.91K+ 15.97% |
$184K - $214K
|
21.1K
$1.82M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
2.88KNew |
$183K - $212K
|
2.88K
$248K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.87KNew |
$182K - $211K
|
2.87K
$247K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.83KNew |
$180K - $208K
|
2.83K
$244K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.82KNew |
$179K - $207K
|
2.82K
$242K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.79KNew |
$177K - $205K
|
2.79K
$240K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2.52KNew |
$159K - $185K
|
2.52K
$216K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
2.46K+ 41.98% |
$156K - $181K
|
8.32K
$716K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.43KNew |
$154K - $178K
|
2.43K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.39K+ 2.69% |
$152K - $176K
|
91.2K
$7.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
2.36K+ 10.67% |
$149K - $173K
|
24.4K
$2.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.3KNew |
$146K - $169K
|
2.3K
$198K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.27K+ 19.74% |
$144K - $167K
|
13.8K
$1.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.26K+ 25.74% |
$143K - $166K
|
11K
$950K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
2.15K+ 1.41% |
$136K - $158K
|
154K
$13.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.14K+ 8.88% |
$136K - $157K
|
26.2K
$2.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.12K+ 7.26% |
$134K - $156K
|
31.3K
$2.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$131K - $152K
|
2.07K
$178K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.89K+ 13.92% |
$119K - $139K
|
15.4K
$1.33M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.84K+ 1.8% |
$117K - $135K
|
104K
$8.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.83K+ 29.41% |
$116K - $135K
|
8.07K
$694K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.8K+ 6.71% |
$114K - $132K
|
28.7K
$2.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$112K - $130K
|
1.77K
$152K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 23.93% |
$111K - $129K
|
9.09K
$782K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 17.51% |
$109K - $126K
|
11.5K
$993K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.72K+ 8.61% |
$109K - $126K
|
21.7K
$1.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.69K+ 5.82% |
$107K - $124K
|
30.7K
$2.64M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.63KNew |
$103K - $120K
|
1.63K
$140K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.63K+ 3.52% |
$103K - $119K
|
47.9K
$4.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.62K+ 8.91% |
$103K - $119K
|
19.8K
$1.7M
|