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 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
425New |
$26.9K - $31.2K
|
425
$36.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
350+ 5.56% |
$22.2K - $25.7K
|
6.65K
$573K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
349+ 0.38% |
$22.1K - $25.6K
|
91.9K
$7.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
346+ 3.53% |
$21.9K - $25.4K
|
10.2K
$875K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
329+ 5.49% |
$20.9K - $24.2K
|
6.32K
$545K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
311+ 0.43% |
$19.7K - $22.9K
|
72.1K
$6.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
301+ 10.66% |
$19.1K - $22.1K
|
3.13K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
300+ 1.08% |
$19K - $22K
|
28K
$2.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
284+ 0.31% |
$18K - $20.9K
|
93.2K
$8.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
272New |
$17.2K - $20K
|
272
$23.5K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
246New |
$15.6K - $18.1K
|
246
$21.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
244+ 3.19% |
$15.5K - $17.9K
|
7.9K
$681K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
237+ 4.08% |
$15K - $17.4K
|
6.04K
$521K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
235+ 3.36% |
$14.9K - $17.3K
|
7.24K
$624K
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
228+ 4.27% |
$14.5K - $16.8K
|
5.56K
$480K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
217+ 11.6% |
$13.8K - $15.9K
|
2.09K
$180K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
209+ 3.96% |
$13.2K - $15.4K
|
5.49K
$473K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
200New |
$12.7K - $14.7K
|
200
$17.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
182New |
$11.5K - $13.4K
|
182
$15.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
182New |
$11.5K - $13.4K
|
182
$15.7K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
179+ 3.56% |
$11.3K - $13.2K
|
5.21K
$450K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
174New |
$11K - $12.8K
|
174
$15K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
171+ 5.16% |
$10.8K - $12.6K
|
3.49K
$301K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
169+ 4.76% |
$10.7K - $12.4K
|
3.72K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
167+ 0.18% |
$10.6K - $12.3K
|
91.3K
$7.87M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
161New |
$10.2K - $11.8K
|
161
$13.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
156+ 1.77% |
$9.89K - $11.5K
|
8.97K
$774K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
154+ 1.38% |
$9.76K - $11.3K
|
11.3K
$973K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
152+ 3.99% |
$9.64K - $11.2K
|
3.96K
$341K
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
145+ 0.77% |
$9.19K - $10.7K
|
19K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
130+ 19.46% |
$8.24K - $9.55K
|
798
$68.8K
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
126New |
$7.99K - $9.26K
|
126
$10.9K
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
124+ 0.06% |
$7.86K - $9.11K
|
210K
$18.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
106New |
$6.72K - $7.79K
|
106
$9.14K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
101+ 30.51% |
$6.4K - $7.42K
|
432
$37.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
95+ 1.35% |
$6.02K - $6.98K
|
7.12K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
90+ 1.49% |
$5.71K - $6.61K
|
6.12K
$528K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
89+ 1.78% |
$5.64K - $6.54K
|
5.08K
$438K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
85New |
$5.39K - $6.25K
|
85
$7.33K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
84+ 1.06% |
$5.32K - $6.17K
|
8K
$690K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
84+ 381.82% |
$5.32K - $6.17K
|
106
$9.14K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
80New |
$5.07K - $5.88K
|
80
$6.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80+ 0.72% |
$5.07K - $5.88K
|
11.2K
$967K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
79+ 0.08% |
$5.01K - $5.8K
|
102K
$8.78M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
68New |
$4.31K - $5K
|
68
$5.86K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
53+ 0.51% |
$3.36K - $3.89K
|
10.5K
$902K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
40+ 32.52% |
$2.54K - $2.94K
|
163
$14.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40+ 0.31% |
$2.54K - $2.94K
|
12.9K
$1.11M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35+ 94.59% |
$2.22K - $2.57K
|
72
$6.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
34+ 0.07% |
$2.16K - $2.5K
|
48.2K
$4.16M
|