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 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.47K+ 25.46% |
$93.1K - $108K
|
7.23K
$622K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
1.38K+ 0.58% |
$87.5K - $101K
|
240K
$20.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.37K+ 5.96% |
$86.6K - $100K
|
24.3K
$2.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.34K+ 0.97% |
$84.9K - $98.5K
|
140K
$12M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.34K+ 9.97% |
$84.9K - $98.4K
|
14.8K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.33K+ 9.04% |
$84.2K - $97.7K
|
16K
$1.38M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.33K+ 9.04% |
$84.2K - $97.7K
|
16K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.25KNew |
$79.4K - $92.1K
|
1.25K
$108K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.25K+ 7.75% |
$79.4K - $92K
|
17.4K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.24K+ 0.17% |
$78.7K - $91.2K
|
722K
$62.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.22K+ 9.48% |
$77.4K - $89.7K
|
14.1K
$1.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.14KNew |
$71.9K - $83.4K
|
1.14K
$97.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.11KNew |
$70K - $81.2K
|
1.11K
$95K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.04K+ 5.73% |
$66K - $76.5K
|
19.2K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 6.31% |
$65.2K - $75.6K
|
17.3K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.02K+ 15.69% |
$64.3K - $74.6K
|
7.49K
$644K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.01K+ 12.35% |
$64.1K - $74.3K
|
9.2K
$791K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$63.5K - $73.6K
|
1K
$86.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
993+ 23.2% |
$62.9K - $73K
|
5.27K
$454K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
941New |
$59.6K - $69.1K
|
941
$80.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
913+ 0.64% |
$57.9K - $67.1K
|
143K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
856+ 23.29% |
$54.3K - $62.9K
|
4.53K
$390K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
825New |
$52.3K - $60.6K
|
825
$71K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
812New |
$51.5K - $59.7K
|
812
$69.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
800+ 0.06% |
$50.7K - $58.8K
|
1.26M
$109M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
797+ 30.48% |
$50.5K - $58.6K
|
3.41K
$293K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
758New |
$48K - $55.7K
|
758
$65.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
741New |
$47K - $54.4K
|
741
$63.7K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
734New |
$46.5K - $53.9K
|
734
$63.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
722+ 2.3% |
$45.8K - $53.1K
|
32K
$2.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
711+ 2.39% |
$45.1K - $52.2K
|
30.5K
$2.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
671New |
$42.5K - $49.3K
|
671
$57.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
659+ 3.04% |
$41.8K - $48.4K
|
22.4K
$1.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
652+ 26.61% |
$41.3K - $47.9K
|
3.1K
$267K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
633New |
$40.1K - $46.5K
|
633
$54.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
624New |
$39.6K - $45.9K
|
624
$53.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
578New |
$36.6K - $42.5K
|
578
$49.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
556+ 9.54% |
$35.2K - $40.9K
|
6.38K
$549K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
535+ 2.38% |
$33.9K - $39.3K
|
23K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
529+ 2.6% |
$33.5K - $38.9K
|
20.8K
$1.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
525+ 2.23% |
$33.3K - $38.6K
|
24.1K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
508+ 3.04% |
$32.2K - $37.3K
|
17.2K
$1.48M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
507+ 14.51% |
$32.1K - $37.3K
|
4K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
500New |
$31.7K - $36.7K
|
500
$43K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
483+ 0.54% |
$30.6K - $35.5K
|
90.7K
$7.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
462+ 0.13% |
$29.3K - $33.9K
|
359K
$30.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
458+ 68.26% |
$29K - $33.7K
|
1.13K
$97.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
437+ 1.37% |
$27.7K - $32.1K
|
32.4K
$2.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
434+ 9.74% |
$27.5K - $31.9K
|
4.89K
$421K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
425+ 3.95% |
$26.9K - $31.2K
|
11.2K
$962K
|