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 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31New |
$1.97K - $2.28K
|
31
$2.67K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
27+ 0.75% |
$1.71K - $1.98K
|
3.65K
$314K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
24+ 0.16% |
$1.52K - $1.76K
|
14.8K
$1.27M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24+ 0.09% |
$1.52K - $1.76K
|
26.3K
$2.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
24+ 0.01% |
$1.52K - $1.76K
|
275K
$23.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
20+ 0.07% |
$1.27K - $1.47K
|
28.8K
$2.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
20+ 0.0% |
$1.27K - $1.47K
|
457K
$39.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
18+ 0.21% |
$1.14K - $1.32K
|
8.7K
$748K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
17+ 5.03% |
$1.08K - $1.25K
|
355
$30.5K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
16+ 0.17% |
$1.01K - $1.18K
|
9.47K
$815K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$951 - $1.1K
|
15
$1.29K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15+ 0.09% |
$951 - $1.1K
|
17.4K
$1.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 3.78% |
$824 - $955
|
357
$30.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 200.0% |
$761 - $882
|
18
$1.55K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.17% |
$634 - $735
|
6.02K
$517K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
9+ 0.17% |
$571 - $661
|
5.26K
$452K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
7+ 0.17% |
$444 - $514
|
4.17K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
6New |
$380 - $441
|
6
$516
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 2.94% |
$317 - $367
|
175
$15.1K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
5New |
$317 - $367
|
5
$430
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$127 - $147
|
87.5K
$7.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$63.4 - $73.5
|
3.33K
$286K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$63.4 - $73.5
|
5.58K
$480K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.15% |
$63.4 - $73.5
|
649
$55.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$63.4 - $73.5
|
387
$33.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.03% |
$63.4 - $73.5
|
3.86K
$332K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.18% |
$63.4 - $73.5
|
564
$48.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3- 0.17% |
$190 - $220
|
1.79K
$154K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.07% |
$317 - $367
|
7.45K
$640K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11Closed |
$697 - $808
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-15- 0.21% |
$951 - $1.1K
|
7.28K
$626K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 3.08% |
$1.52K - $1.76K
|
756
$65K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 0.58% |
$1.52K - $1.76K
|
4.09K
$352K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 0.08% |
$1.58K - $1.84K
|
31.2K
$2.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-33- 0.91% |
$2.09K - $2.42K
|
3.6K
$309K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-34Closed |
$2.16K - $2.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-37- 0.94% |
$2.35K - $2.72K
|
3.91K
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 0.25% |
$2.47K - $2.87K
|
15.7K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-41- 0.12% |
$2.6K - $3.01K
|
34.6K
$2.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-41- 0.35% |
$2.6K - $3.01K
|
11.6K
$996K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-45- 1.13% |
$2.85K - $3.31K
|
3.93K
$338K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-45- 1.07% |
$2.85K - $3.31K
|
4.16K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-60- 0.56% |
$3.8K - $4.41K
|
10.6K
$910K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-63- 0.41% |
$3.99K - $4.63K
|
15.5K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-66- 6.55% |
$4.18K - $4.85K
|
941
$80.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-68- 1.65% |
$4.31K - $5K
|
4.07K
$350K
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-81- 0.15% |
$5.13K - $5.95K
|
53.9K
$4.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-91- 0.09% |
$5.77K - $6.69K
|
105K
$9.05M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-117- 2.12% |
$7.42K - $8.6K
|
5.4K
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-119Closed |
$7.54K - $8.74K
|
0
$0
|