Purchases and Sales Made in Q4 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 2022. 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, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.2M+ 105206.58% |
$749M - $840M
|
15.3M
$1.32B
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10.8MNew |
$533M - $597M
|
10.8M
$936M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.12M+ 26.69% |
$203M - $227M
|
19.6M
$1.69B
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.68M+ 16.8% |
$132M - $147M
|
18.6M
$1.61B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.61MNew |
$79.1M - $88.6M
|
1.61M
$139M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.45M+ 1683.83% |
$71.3M - $79.9M
|
1.54M
$133M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.37M+ 19230.77% |
$67.5M - $75.7M
|
1.38M
$119M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.21MNew |
$59.6M - $66.8M
|
1.21M
$105M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.21MNew |
$59.6M - $66.8M
|
1.21M
$105M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.2M+ 157.25% |
$59M - $66.2M
|
1.97M
$170M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
987K+ 49.27% |
$48.5M - $54.4M
|
2.99M
$258M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
795KNew |
$39.1M - $43.8M
|
795K
$68.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
748K+ 46.41% |
$36.7M - $41.2M
|
2.36M
$204M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
650KNew |
$32M - $35.8M
|
650K
$56.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
618K+ 849.93% |
$30.4M - $34M
|
690K
$59.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
616K+ 45.53% |
$30.3M - $33.9M
|
1.97M
$170M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
615K+ 35.8% |
$30.2M - $33.9M
|
2.33M
$201M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
579K+ 20.26% |
$28.5M - $31.9M
|
3.44M
$297M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
459K+ 41.84% |
$22.6M - $25.3M
|
1.56M
$134M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
411K+ 2109.07% |
$20.2M - $22.6M
|
430K
$37.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
397K+ 163.9% |
$19.5M - $21.9M
|
639K
$55.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
383K+ 181.84% |
$18.8M - $21.1M
|
593K
$51.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
369K+ 9.03% |
$18.2M - $20.3M
|
4.46M
$385M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
322K+ 68.65% |
$15.8M - $17.7M
|
792K
$68.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
321K+ 33.3% |
$15.8M - $17.7M
|
1.28M
$111M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
306KNew |
$15M - $16.8M
|
306K
$26.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
280KNew |
$13.7M - $15.4M
|
280K
$24.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
279K+ 135.52% |
$13.7M - $15.4M
|
485K
$41.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
238K+ 79.46% |
$11.7M - $13.1M
|
538K
$46.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233K+ 205.03% |
$11.4M - $12.8M
|
347K
$29.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
218KNew |
$10.7M - $12M
|
218K
$18.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
215KNew |
$10.6M - $11.8M
|
215K
$18.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
215KNew |
$10.5M - $11.8M
|
215K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
205K+ 46.88% |
$10.1M - $11.3M
|
643K
$55.5M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
205KNew |
$10.1M - $11.3M
|
205K
$17.7M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
205KNew |
$10.1M - $11.3M
|
205K
$17.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
195K+ 4.77% |
$9.58M - $10.7M
|
4.29M
$370M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
186KNew |
$9.13M - $10.2M
|
186K
$16M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
179KNew |
$8.81M - $9.87M
|
179K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
179K+ 3.99% |
$8.78M - $9.84M
|
4.66M
$402M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
176K+ 45.55% |
$8.64M - $9.68M
|
562K
$48.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
173K+ 3282.76% |
$8.5M - $9.52M
|
178K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 3.7% |
$8.48M - $9.5M
|
4.84M
$417M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
169K+ 15.79% |
$8.31M - $9.31M
|
1.24M
$107M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167K+ 314.6% |
$8.2M - $9.19M
|
220K
$19M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
164KNew |
$8.03M - $9M
|
164K
$14.1M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
161KNew |
$7.93M - $8.89M
|
161K
$13.9M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
160KNew |
$7.84M - $8.79M
|
160K
$13.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
151KNew |
$7.43M - $8.32M
|
151K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
146K+ 9.61% |
$7.16M - $8.02M
|
1.66M
$143M
|