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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.41K+ 10.44% |
$167K - $188K
|
36K
$3.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
3.33K+ 5.66% |
$164K - $183K
|
62.1K
$5.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.21K+ 17.04% |
$158K - $177K
|
22K
$2.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.17K+ 12.81% |
$156K - $175K
|
27.9K
$2.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.9K+ 13.05% |
$142K - $160K
|
25.1K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 476.86% |
$142K - $159K
|
3.49K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 0.75% |
$141K - $158K
|
383K
$35.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.79K+ 23.17% |
$137K - $153K
|
14.8K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.78K+ 1.22% |
$136K - $153K
|
230K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.7KNew |
$133K - $149K
|
2.7K
$249K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.67K+ 15.31% |
$131K - $147K
|
20.1K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.6KNew |
$128K - $143K
|
2.6K
$240K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.6KNew |
$128K - $143K
|
2.6K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2.57K+ 3.71% |
$126K - $141K
|
71.7K
$6.62M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.49K+ 1.07% |
$123K - $137K
|
235K
$21.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
2.44K+ 3.48% |
$120K - $134K
|
72.4K
$6.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.19KNew |
$107K - $120K
|
2.19K
$202K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 6.56% |
$106K - $118K
|
34.9K
$3.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.12K+ 2.27% |
$104K - $117K
|
95.7K
$8.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.09K+ 0.97% |
$103K - $115K
|
217K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
2.05K+ 0.43% |
$100K - $113K
|
478K
$44.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.03K+ 21.79% |
$99.7K - $112K
|
11.3K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.96K+ 23.48% |
$96.3K - $108K
|
10.3K
$952K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 9.66% |
$96.3K - $108K
|
22.2K
$2.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.93K+ 23.24% |
$94.7K - $106K
|
10.2K
$944K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.88K+ 4.53% |
$92.5K - $104K
|
43.4K
$4.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.87K+ 10.45% |
$91.7K - $103K
|
19.7K
$1.82M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.85K+ 15.94% |
$91K - $102K
|
13.5K
$1.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.85K+ 1.66% |
$90.7K - $102K
|
113K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.85K+ 1.56% |
$90.7K - $102K
|
120K
$11.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.81K+ 0.72% |
$88.8K - $99.5K
|
253K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.8KNew |
$88.5K - $99.1K
|
1.8K
$166K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.75KNew |
$85.8K - $96.2K
|
1.75K
$161K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.72K+ 29.04% |
$84.5K - $94.7K
|
7.64K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.71KNew |
$83.9K - $94K
|
1.71K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$80.6K - $90.3K
|
1.64K
$151K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 66.82% |
$80.1K - $89.8K
|
4.07K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.62K+ 890.11% |
$79.6K - $89.2K
|
1.8K
$166K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.6K+ 7.21% |
$78.5K - $88K
|
23.8K
$2.19M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$75.7K - $84.9K
|
1.54K
$142K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54KNew |
$75.7K - $84.9K
|
1.54K
$142K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.52K+ 151700.0% |
$74.5K - $83.5K
|
1.52K
$140K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.49K+ 14.66% |
$73K - $81.8K
|
11.6K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.46K+ 145.28% |
$71.9K - $80.6K
|
2.47K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 7.37% |
$71.8K - $80.5K
|
21.3K
$1.97M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
1.43K+ 9.78% |
$70.4K - $78.9K
|
16.1K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.41K+ 0.51% |
$69K - $77.4K
|
275K
$25.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.4K+ 23.66% |
$68.6K - $76.8K
|
7.29K
$673K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$67.7K - $75.9K
|
1.38K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.37K+ 0.27% |
$67.1K - $75.2K
|
505K
$46.7M
|