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 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
6.3K+ 130.87% |
$309K - $347K
|
11.1K
$921K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.2KNew |
$305K - $342K
|
6.2K
$514K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.19K+ 1.9% |
$304K - $341K
|
331K
$27.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
6.09KNew |
$299K - $335K
|
6.09K
$505K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.03KNew |
$296K - $332K
|
6.03K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.01KNew |
$295K - $331K
|
6.01K
$498K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5.99K+ 9.95% |
$294K - $330K
|
66.2K
$5.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
5.95KNew |
$293K - $328K
|
5.95K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.69KNew |
$280K - $313K
|
5.69K
$472K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.64K+ 3.55% |
$277K - $311K
|
165K
$13.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.64K+ 80.66% |
$277K - $311K
|
12.6K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.64K+ 1.28% |
$277K - $311K
|
447K
$37.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.64K+ 16.79% |
$277K - $310K
|
39.2K
$3.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.58KNew |
$274K - $307K
|
5.58K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.3KNew |
$260K - $292K
|
5.3K
$440K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.12K+ 6.91% |
$252K - $282K
|
79.2K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
5.12KNew |
$252K - $282K
|
5.12K
$425K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.09KNew |
$250K - $280K
|
5.09K
$422K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
4.96K+ 6200.0% |
$244K - $273K
|
5.04K
$418K
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.96K+ 1.91% |
$244K - $273K
|
265K
$22M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.87K+ 4.81% |
$239K - $268K
|
106K
$8.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.86KNew |
$239K - $268K
|
4.86K
$403K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.73K+ 6.5% |
$232K - $260K
|
77.4K
$6.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.67KNew |
$229K - $257K
|
4.67K
$387K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
4.61K+ 0.81% |
$226K - $254K
|
573K
$47.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
4.58K+ 1.6% |
$225K - $252K
|
292K
$24.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
4.5K+ 65.14% |
$221K - $248K
|
11.4K
$945K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.47KNew |
$220K - $246K
|
4.47K
$371K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.46KNew |
$219K - $246K
|
4.46K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.46K+ 15.42% |
$219K - $246K
|
33.4K
$2.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.39K+ 0.59% |
$216K - $242K
|
743K
$61.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.35KNew |
$214K - $240K
|
4.35K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.31K+ 22.73% |
$212K - $237K
|
23.2K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.24KNew |
$208K - $233K
|
4.24K
$351K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.2K+ 25.29% |
$206K - $231K
|
20.8K
$1.73M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.15K+ 12.86% |
$204K - $229K
|
36.4K
$3.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.09K+ 9.54% |
$201K - $225K
|
47K
$3.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
4.07KNew |
$200K - $224K
|
4.07K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.06KNew |
$200K - $224K
|
4.06K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.98KNew |
$196K - $219K
|
3.98K
$330K
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
BUY
|
- |
3.97KNew |
$195K - $219K
|
3.97K
$330K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.95KNew |
$194K - $217K
|
3.95K
$327K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3.85K+ 2.78% |
$189K - $212K
|
143K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.83K+ 12.83% |
$188K - $211K
|
33.6K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.62K+ 38.23% |
$178K - $199K
|
13.1K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.6K+ 54.55% |
$177K - $198K
|
10.2K
$846K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.59K+ 15.06% |
$176K - $198K
|
27.4K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.53K+ 39.93% |
$173K - $194K
|
12.4K
$1.02M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.41K+ 10.44% |
$167K - $188K
|
36K
$2.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
3.33K+ 5.66% |
$164K - $183K
|
62.1K
$5.15M
|