Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158KNew |
$8.56M - $9.11M
|
158K
$10.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 53.19% |
$6.03M - $6.41M
|
320K
$21.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8K+ 89.72% |
$1.56M - $1.66M
|
60.9K
$4.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
23.5K+ 19.99% |
$1.27M - $1.36M
|
141K
$9.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 470.17% |
$1.16M - $1.24M
|
26.1K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21KNew |
$1.14M - $1.21M
|
21K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9KNew |
$1.08M - $1.15M
|
19.9K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.1KNew |
$761K - $810K
|
14.1K
$925K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.81KNew |
$477K - $508K
|
8.81K
$580K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.41KNew |
$402K - $427K
|
7.41K
$488K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.38K+ 196.43% |
$400K - $426K
|
11.1K
$733K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
6.77KNew |
$367K - $390K
|
6.77K
$446K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
6.2K+ 25.05% |
$336K - $358K
|
31K
$2.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.76KNew |
$258K - $275K
|
4.76K
$313K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.92KNew |
$212K - $226K
|
3.92K
$258K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.47K+ 11.76% |
$188K - $200K
|
33K
$2.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41K+ 12.52% |
$185K - $196K
|
30.6K
$2.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.44K+ 50.02% |
$132K - $141K
|
7.33K
$482K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.36KNew |
$128K - $136K
|
2.36K
$155K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.85K+ 1.04% |
$100K - $107K
|
179K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.39K+ 1.34% |
$75.2K - $80K
|
105K
$6.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.05K+ 105100.0% |
$56.9K - $60.6K
|
1.05K
$69.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
960+ 0.26% |
$52K - $55.4K
|
366K
$24.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
868+ 7.64% |
$47K - $50K
|
12.2K
$805K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
862+ 4.53% |
$46.7K - $49.7K
|
19.9K
$1.31M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
539+ 4.76% |
$29.2K - $31.1K
|
11.9K
$781K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
506+ 6.48% |
$27.4K - $29.2K
|
8.31K
$547K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
422+ 1.2% |
$22.9K - $24.3K
|
35.6K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
307+ 3.19% |
$16.6K - $17.7K
|
9.94K
$654K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
201+ 1.53% |
$10.9K - $11.6K
|
13.4K
$880K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
144+ 107.46% |
$7.8K - $8.3K
|
278
$18.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
135New |
$7.31K - $7.78K
|
135
$8.89K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22+ 9.21% |
$1.19K - $1.27K
|
261
$17.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 36.84% |
$759 - $807
|
52
$3.42K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-4- 8.0% |
$217 - $231
|
46
$3.03K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-19- 0.58% |
$1.03K - $1.1K
|
3.25K
$214K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-26Closed |
$1.41K - $1.5K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-49Closed |
$2.65K - $2.83K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-90- 5.97% |
$4.88K - $5.19K
|
1.42K
$93.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-165- 1.43% |
$8.94K - $9.51K
|
11.4K
$751K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-166- 8.39% |
$8.99K - $9.57K
|
1.81K
$119K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-290Closed |
$15.7K - $16.7K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-356- 50.07% |
$19.3K - $20.5K
|
355
$23.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-440- 9.68% |
$23.8K - $25.4K
|
4.11K
$270K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.12K- 10.93% |
$60.6K - $64.5K
|
9.12K
$600K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.4K- 8.98% |
$75.7K - $80.6K
|
14.2K
$931K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.34K- 10.7% |
$127K - $135K
|
19.5K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 3.57% |
$236K - $252K
|
118K
$7.76M
|