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 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
298+ 3.19% |
$14.6K - $16.4K
|
9.63K
$839K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
292+ 1.02% |
$14.3K - $16.1K
|
29K
$2.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
283New |
$13.9K - $15.6K
|
283
$24.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
281+ 16.38% |
$13.8K - $15.5K
|
2K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
256+ 37.1% |
$12.6K - $14.1K
|
946
$82.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
252+ 0.71% |
$12.4K - $13.9K
|
35.9K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
250+ 0.74% |
$12.3K - $13.8K
|
34.1K
$2.98M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
249+ 0.21% |
$12.2K - $13.7K
|
120K
$10.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
242+ 3.58% |
$11.9K - $13.3K
|
7.01K
$611K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
235+ 3.62% |
$11.5K - $12.9K
|
6.72K
$586K
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$11.1K - $12.4K
|
225
$19.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
221New |
$10.9K - $12.2K
|
221
$19.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
207+ 0.24% |
$10.2K - $11.4K
|
86.2K
$7.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
201+ 124.84% |
$9.88K - $11.1K
|
362
$31.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
198New |
$9.73K - $10.9K
|
198
$17.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
193New |
$9.48K - $10.6K
|
193
$16.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
190New |
$9.34K - $10.5K
|
190
$16.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
173+ 3.55% |
$8.5K - $9.53K
|
5.05K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
172New |
$8.45K - $9.47K
|
172
$15K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
169+ 84.5% |
$8.3K - $9.31K
|
369
$32.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
156New |
$7.67K - $8.59K
|
156
$13.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
153New |
$7.52K - $8.43K
|
153
$13.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 7.33% |
$7.37K - $8.26K
|
2.2K
$191K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
146New |
$7.17K - $8.04K
|
146
$12.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
141+ 0.92% |
$6.93K - $7.76K
|
15.4K
$1.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
129+ 2.79% |
$6.34K - $7.1K
|
4.75K
$414K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
122+ 4.41% |
$6K - $6.72K
|
2.89K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
118+ 1.95% |
$5.8K - $6.5K
|
6.17K
$538K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
111+ 1.26% |
$5.45K - $6.11K
|
8.9K
$776K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
106+ 0.42% |
$5.21K - $5.84K
|
25.4K
$2.22M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
103+ 278.38% |
$5.06K - $5.67K
|
140
$12.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
99+ 0.91% |
$4.86K - $5.45K
|
11K
$962K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96New |
$4.72K - $5.29K
|
96
$8.37K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
90+ 0.14% |
$4.42K - $4.96K
|
64K
$5.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
78+ 0.34% |
$3.83K - $4.3K
|
22.9K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
74+ 0.08% |
$3.64K - $4.08K
|
92.2K
$8.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73+ 0.39% |
$3.59K - $4.02K
|
18.7K
$1.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
71+ 0.27% |
$3.49K - $3.91K
|
26.2K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
71New |
$3.49K - $3.91K
|
71
$6.19K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
65+ 65.66% |
$3.19K - $3.58K
|
164
$14.3K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
58+ 1.7% |
$2.85K - $3.19K
|
3.47K
$302K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
57+ 0.12% |
$2.8K - $3.14K
|
48.4K
$4.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57+ 1.61% |
$2.8K - $3.14K
|
3.6K
$314K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
54+ 0.18% |
$2.65K - $2.97K
|
30.4K
$2.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
53+ 53.54% |
$2.6K - $2.92K
|
152
$13.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
49New |
$2.41K - $2.7K
|
49
$4.27K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
45+ 0.27% |
$2.21K - $2.48K
|
16.5K
$1.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
40+ 0.26% |
$1.97K - $2.2K
|
15.3K
$1.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36+ 0.37% |
$1.77K - $1.98K
|
9.65K
$841K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
35+ 0.51% |
$1.72K - $1.93K
|
6.84K
$596K
|