Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
858K+ 217.83% |
N/A
|
1.25M
$77.5M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
595K+ 2994.76% |
N/A
|
615K
$38.1M
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
382KNew |
N/A
|
382K
$23.7M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
275K+ 85.93% |
N/A
|
596K
$36.9M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
241K+ 178287.41% |
N/A
|
241K
$14.9M
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
204KNew |
N/A
|
204K
$12.6M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
160K+ 263.19% |
N/A
|
221K
$13.7M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
124K+ 347.44% |
N/A
|
159K
$9.85M
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
113KNew |
N/A
|
113K
$7M
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
81.2KNew |
N/A
|
81.2K
$5.03M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.8K+ 287.09% |
N/A
|
101K
$6.25M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47.9KNew |
N/A
|
47.9K
$2.97M
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
39.2KNew |
N/A
|
39.2K
$2.43M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
32.7K+ 370.7% |
N/A
|
41.5K
$2.57M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.2K+ 16.88% |
N/A
|
209K
$13M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.3K+ 55.51% |
N/A
|
57K
$3.53M
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.7K+ 812.8% |
N/A
|
16.5K
$1.02M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$713K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.2K+ 52.08% |
N/A
|
29.7K
$1.84M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
9.17K+ 135.36% |
N/A
|
15.9K
$987K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
8.57K+ 6.07% |
N/A
|
150K
$9.27M
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.58K+ 5.86% |
N/A
|
119K
$7.36M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.89K+ 29.57% |
N/A
|
25.8K
$1.6M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.63K+ 49.36% |
N/A
|
17K
$1.06M
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.56K+ 1713.46% |
N/A
|
3.77K
$234K
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$214K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.95K+ 8.95% |
N/A
|
36K
$2.23M
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
2.35K+ 7.59% |
N/A
|
33.3K
$2.06M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.12K+ 15.09% |
N/A
|
16.2K
$1M
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
1.9K+ 6.21% |
N/A
|
32.5K
$2.01M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.64K+ 41.84% |
N/A
|
5.55K
$344K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.48K+ 19.99% |
N/A
|
8.89K
$551K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 16.39% |
N/A
|
9.67K
$599K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.22K+ 120.43% |
N/A
|
2.23K
$138K
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 0.99% |
N/A
|
119K
$7.38M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
509+ 3.81% |
N/A
|
13.9K
$860K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
417New |
N/A
|
417
$25.8K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
398+ 16.87% |
N/A
|
2.76K
$171K
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
363+ 2.97% |
N/A
|
12.6K
$780K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283+ 2.85% |
N/A
|
10.2K
$633K
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
208New |
N/A
|
208
$12.9K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
128+ 9.37% |
N/A
|
1.49K
$92.5K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104+ 9.89% |
N/A
|
1.16K
$71.6K
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
72+ 1.22% |
N/A
|
6K
$371K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
65+ 0.89% |
N/A
|
7.4K
$458K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
N/A
|
40
$2.48K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
30+ 0.96% |
N/A
|
3.16K
$196K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.48% |
N/A
|
4.16K
$257K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
19New |
N/A
|
19
$1.18K
|