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 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.2K- 69.9% |
$3.11M - $3.48M
|
27.2K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-63.7K- 49.76% |
$3.13M - $3.51M
|
64.3K
$5.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-68.8K- 16.67% |
$3.38M - $3.79M
|
344K
$30M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-69K- 89.2% |
$3.39M - $3.8M
|
8.36K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-69K- 29.15% |
$3.39M - $3.8M
|
168K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-69.3K- 12.24% |
$3.4M - $3.82M
|
497K
$43.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-72.3K- 9.27% |
$3.55M - $3.98M
|
707K
$61.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-89.5K- 68.76% |
$4.4M - $4.93M
|
40.7K
$3.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-90.5K- 47.67% |
$4.45M - $4.99M
|
99.4K
$8.66M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-98.1K- 11.82% |
$4.82M - $5.4M
|
732K
$63.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-106K- 47.76% |
$5.2M - $5.82M
|
116K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108K- 15.33% |
$5.31M - $5.95M
|
596K
$52M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-122K- 73.17% |
$5.97M - $6.7M
|
44.6K
$3.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-127K- 9.68% |
$6.25M - $7.01M
|
1.19M
$103M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-127K- 65.64% |
$6.26M - $7.02M
|
66.7K
$5.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-131K- 5.05% |
$6.46M - $7.24M
|
2.47M
$215M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-143K- 39.14% |
$7.04M - $7.89M
|
223K
$19.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-152K- 39.82% |
$7.49M - $8.4M
|
230K
$20.1M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-167K- 15.46% |
$8.19M - $9.18M
|
911K
$79.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-172K- 44.58% |
$8.47M - $9.5M
|
214K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-175K- 89.68% |
$8.59M - $9.63M
|
20.1K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-194K- 40.94% |
$9.54M - $10.7M
|
280K
$24.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-252K- 5.4% |
$12.4M - $13.9M
|
4.42M
$386M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-285K- 34.13% |
$14M - $15.7M
|
550K
$48M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-359K- 99.96% |
$17.6M - $19.8M
|
129
$11.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-383K- 12.38% |
$18.8M - $21.1M
|
2.71M
$236M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-659K- 62.12% |
$32.4M - $36.3M
|
402K
$35M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-684K- 58.93% |
$33.6M - $37.7M
|
477K
$41.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-742K- 15.04% |
$36.5M - $40.9M
|
4.19M
$365M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-761K- 70.59% |
$37.4M - $41.9M
|
317K
$27.6M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-831K- 99.51% |
$40.8M - $45.7M
|
4.06K
$354K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.3M- 99.96% |
$750M - $840M
|
5.46K
$476K
|