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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$524K - $588K
|
10.7K
$921K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10.4K+ 4.58% |
$510K - $571K
|
237K
$20.5M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
10.4K+ 232.0% |
$509K - $570K
|
14.8K
$1.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.3KNew |
$505K - $566K
|
10.3K
$887K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.2K+ 10.56% |
$502K - $563K
|
107K
$9.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 103.59% |
$497K - $557K
|
19.9K
$1.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
10.1K+ 137.91% |
$495K - $555K
|
17.4K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.96K+ 70.02% |
$489K - $548K
|
24.2K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.91K+ 142.86% |
$487K - $546K
|
16.8K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.87KNew |
$485K - $544K
|
9.87K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.87K+ 28.92% |
$485K - $544K
|
44K
$3.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.87KNew |
$485K - $544K
|
9.87K
$852K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.73K+ 32.99% |
$478K - $536K
|
39.2K
$3.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
9.65K+ 9.35% |
$474K - $531K
|
113K
$9.74M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
9.64K+ 159.52% |
$473K - $531K
|
15.7K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.46K+ 38.81% |
$465K - $521K
|
33.8K
$2.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
9.29KNew |
$457K - $512K
|
9.29K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.27K+ 18.39% |
$455K - $510K
|
59.7K
$5.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.25KNew |
$455K - $510K
|
9.25K
$799K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.17K+ 35.3% |
$451K - $505K
|
35.1K
$3.03M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.83KNew |
$434K - $486K
|
8.83K
$762K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.83K+ 13.31% |
$434K - $486K
|
75.1K
$6.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
8.78KNew |
$431K - $483K
|
8.78K
$757K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.76K+ 6.11% |
$430K - $482K
|
152K
$13.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
8.71K+ 43.23% |
$428K - $479K
|
28.8K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.57K+ 14.2% |
$421K - $472K
|
68.9K
$5.95M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.43KNew |
$414K - $464K
|
8.43K
$728K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.18K+ 16.83% |
$402K - $450K
|
56.8K
$4.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.14K+ 8.68% |
$400K - $448K
|
102K
$8.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.05K+ 35.22% |
$396K - $444K
|
30.9K
$2.67M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.97K+ 145.91% |
$392K - $439K
|
13.4K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.73K+ 11.61% |
$380K - $426K
|
74.3K
$6.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.71K+ 5.63% |
$379K - $425K
|
145K
$12.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.66K+ 7.62% |
$376K - $422K
|
108K
$9.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.63KNew |
$375K - $420K
|
7.63K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.6K+ 1.82% |
$373K - $418K
|
426K
$36.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
7.46K+ 107.3% |
$367K - $411K
|
14.4K
$1.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
7.27K+ 23.16% |
$357K - $401K
|
38.7K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.24K+ 9.95% |
$356K - $398K
|
80K
$6.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.24K+ 9.95% |
$356K - $398K
|
80K
$6.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
7.21KNew |
$354K - $397K
|
7.21K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.08KNew |
$348K - $390K
|
7.08K
$611K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.05KNew |
$346K - $388K
|
7.05K
$608K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6.89K+ 41.16% |
$339K - $379K
|
23.6K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
6.71K+ 1.52% |
$329K - $369K
|
448K
$38.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.66KNew |
$327K - $367K
|
6.66K
$575K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.57K+ 1.71% |
$323K - $362K
|
391K
$33.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.55K+ 6063.89% |
$322K - $361K
|
6.66K
$574K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.54K+ 4.95% |
$321K - $360K
|
139K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.4K+ 25.9% |
$314K - $352K
|
31.1K
$2.68M
|