Purchases and Sales Made in Q2 2021 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q2 2021. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
621K+ 5887.34% |
$32.9M - $34.6M
|
632K
$40.8M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
487K+ 68.94% |
$25.8M - $27.1M
|
1.19M
$77.1M
|
|
Aug 12, 2021
Q2 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
414KNew |
$21.9M - $23.1M
|
414K
$26.8M
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
126KNew |
$6.68M - $7.03M
|
126K
$8.15M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
118KNew |
$6.22M - $6.56M
|
118K
$7.6M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96.2KNew |
$5.09M - $5.36M
|
96.2K
$6.22M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.3K+ 25.38% |
$2.24M - $2.36M
|
209K
$13.5M
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36.2K+ 53.88% |
$1.92M - $2.02M
|
103K
$6.69M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7K+ 336.06% |
$1.31M - $1.38M
|
32.1K
$2.08M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19KNew |
$1.01M - $1.06M
|
19K
$1.23M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27K+ 132.96% |
$385K - $406K
|
12.7K
$824K
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.97K+ 3.48% |
$316K - $333K
|
177K
$11.5M
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
5.56K+ 25.72% |
$295K - $310K
|
27.2K
$1.76M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.57KNew |
$242K - $255K
|
4.57K
$295K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.89K+ 15.18% |
$206K - $217K
|
29.5K
$1.91M
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.96K+ 0.82% |
$157K - $165K
|
365K
$23.6M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.84K+ 310.15% |
$150K - $158K
|
3.76K
$243K
|
|
Aug 06, 2021
Q2 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.68K+ 35.54% |
$142K - $150K
|
10.2K
$662K
|
|
Jul 22, 2021
Q2 2021
|
Financial Consulate, Inc
|
BUY
|
- |
2.09K+ 9.22% |
$111K - $117K
|
24.8K
$1.6M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.98KNew |
$105K - $110K
|
1.98K
$128K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 1.09% |
$85.6K - $90.2K
|
150K
$9.7M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 17.93% |
$77.5K - $81.6K
|
9.63K
$623K
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
928+ 0.34% |
$49.1K - $51.8K
|
276K
$17.8M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
832+ 7.92% |
$44.1K - $46.4K
|
11.3K
$733K
|
|
Aug 05, 2021
Q2 2021
|
Ckw Financial Group
|
BUY
|
- |
290New |
$15.4K - $16.2K
|
290
$18.8K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
141New |
$7.47K - $7.86K
|
141
$9.12K
|
|
Jul 20, 2021
Q2 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
98+ 0.54% |
$5.19K - $5.47K
|
18.3K
$1.19M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
63New |
$3.34K - $3.51K
|
63
$4.07K
|
|
Aug 06, 2021
Q2 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
46+ 0.78% |
$2.44K - $2.57K
|
5.92K
$383K
|
|
Aug 13, 2021
Q2 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
44New |
$2.33K - $2.45K
|
44
$2.85K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
26New |
$1.38K - $1.45K
|
26
$1.68K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.44% |
$953 - $1K
|
4.14K
$267K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 90.0% |
$953 - $1K
|
38
$2.46K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13+ 0.4% |
$688 - $725
|
3.27K
$212K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.38% |
$635 - $669
|
3.13K
$202K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.75% |
$159 - $167
|
403
$26.1K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.14% |
$53 - $55.8
|
711
$46K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$212 - $223
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-10Closed |
$530 - $558
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 4.02% |
$530 - $558
|
239
$15.5K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-54- 0.69% |
$2.86K - $3.01K
|
7.81K
$505K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-108- 0.63% |
$5.72K - $6.02K
|
17.1K
$1.11M
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-150- 56.82% |
$7.94K - $8.37K
|
114
$7.37K
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-260- 1.17% |
$13.8K - $14.5K
|
21.9K
$1.42M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-394- 3.29% |
$20.9K - $22K
|
11.6K
$748K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-841- 14.68% |
$44.5K - $46.9K
|
4.89K
$316K
|
|
Aug 16, 2021
Q2 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.09K- 6.57% |
$57.9K - $61K
|
15.5K
$1.01M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.63K- 44.37% |
$192K - $202K
|
4.55K
$294K
|