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 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.88K- 77.18% |
$338K - $379K
|
2.04K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-7.08K- 6.49% |
$348K - $390K
|
102K
$8.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.11K- 10.72% |
$349K - $392K
|
59.2K
$5.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.27K- 1.63% |
$357K - $400K
|
438K
$37.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.33K- 6.99% |
$360K - $404K
|
97.6K
$8.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-7.36K- 7.41% |
$362K - $405K
|
92.1K
$7.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-7.6K- 32.73% |
$373K - $418K
|
15.6K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7.94K- 13.6% |
$390K - $437K
|
50.4K
$4.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-8.06K- 3.26% |
$396K - $444K
|
239K
$20.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-8.09K- 4.98% |
$398K - $446K
|
154K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.22K- 1.39% |
$404K - $453K
|
583K
$50.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.24K- 95.83% |
$405K - $454K
|
358
$30.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-8.28K- 24.88% |
$407K - $456K
|
25K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.3K- 48.05% |
$408K - $457K
|
8.97K
$774K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-8.57K- 4.97% |
$421K - $472K
|
164K
$14.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.03K- 10.79% |
$444K - $497K
|
74.6K
$6.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9.72K- 16.12% |
$478K - $536K
|
50.6K
$4.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 5.07% |
$501K - $561K
|
191K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 68.87% |
$503K - $564K
|
4.63K
$400K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.3K- 42.14% |
$603K - $675K
|
16.8K
$1.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-12.9K- 8.47% |
$632K - $708K
|
139K
$12M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.2K- 3.06% |
$648K - $727K
|
418K
$36.1M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-13.3K- 1.88% |
$652K - $731K
|
691K
$59.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.4K- 54.43% |
$708K - $794K
|
12.1K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-15.2K- 76.84% |
$748K - $838K
|
4.59K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-15.8KClosed |
$777K - $871K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-18.9K- 8.23% |
$928K - $1.04M
|
211K
$18.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.3K- 1.23% |
$1M - $1.12M
|
1.64M
$142M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-26.1K- 30.69% |
$1.28M - $1.44M
|
59K
$5.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.9K- 2.56% |
$1.32M - $1.48M
|
1.02M
$88.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-27.6K- 26.38% |
$1.36M - $1.52M
|
77K
$6.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-28.8K- 1.75% |
$1.41M - $1.58M
|
1.62M
$140M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-28.9K- 8.54% |
$1.42M - $1.59M
|
310K
$26.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-29.8K- 18.01% |
$1.46M - $1.64M
|
136K
$11.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-30.1K- 18.01% |
$1.48M - $1.66M
|
137K
$11.8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.4K- 5.58% |
$1.5M - $1.68M
|
515K
$44.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.4K- 5.58% |
$1.5M - $1.68M
|
515K
$44.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-31.2K- 37.64% |
$1.53M - $1.72M
|
51.6K
$4.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-34.1K- 35.09% |
$1.68M - $1.88M
|
63.1K
$5.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-35.7K- 55.19% |
$1.75M - $1.96M
|
29K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-36.1K- 88.3% |
$1.77M - $1.99M
|
4.78K
$412K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-44.7K- 7.08% |
$2.2M - $2.46M
|
587K
$50.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-47.9K- 3.7% |
$2.35M - $2.64M
|
1.25M
$108M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-52.8K- 13.12% |
$2.6M - $2.91M
|
350K
$30.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-54.7K- 12.61% |
$2.69M - $3.01M
|
379K
$32.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-57.2K- 13.79% |
$2.81M - $3.15M
|
357K
$30.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-58.3KClosed |
$2.87M - $3.21M
|
0
$0
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-58.8K- 95.51% |
$2.89M - $3.24M
|
2.77K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-60.8K- 25.11% |
$2.99M - $3.35M
|
181K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.2K- 3.64% |
$3.01M - $3.37M
|
1.62M
$140M
|