Purchases and Sales Made in Q4 2022 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 2022. 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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
322K+ 29.23% |
$13.8M - $15.9M
|
1.42M
$90.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
285KNew |
$12.2M - $14.1M
|
285K
$18.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
164KNew |
$7M - $8.1M
|
164K
$10.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
117KNew |
$5.01M - $5.81M
|
117K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107KNew |
$4.57M - $5.29M
|
107K
$6.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
87.6K+ 225.18% |
$3.74M - $4.33M
|
126K
$8.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
81.1K+ 9.66% |
$3.47M - $4.01M
|
921K
$58.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
74.5KNew |
$3.18M - $3.69M
|
74.5K
$4.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
61.2K+ 808.8% |
$2.62M - $3.03M
|
68.8K
$4.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.4K+ 4.77% |
$2.5M - $2.89M
|
1.28M
$81.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
53.2KNew |
$2.27M - $2.63M
|
53.2K
$3.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.8KNew |
$1.4M - $1.62M
|
32.8K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.5K+ 139.75% |
$1.39M - $1.61M
|
55.8K
$3.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 78.47% |
$1.1M - $1.28M
|
58.8K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22K+ 146833.33% |
$941K - $1.09M
|
22K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.9KNew |
$806K - $933K
|
18.9K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15.3K+ 100.85% |
$652K - $754K
|
30.4K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11KNew |
$468K - $542K
|
11K
$694K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
8.81K+ 18.39% |
$377K - $436K
|
56.7K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.36K+ 48.3% |
$314K - $364K
|
22.6K
$1.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.03K+ 128.47% |
$300K - $348K
|
12.5K
$792K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.34KNew |
$271K - $313K
|
6.34K
$401K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.21KNew |
$265K - $307K
|
6.21K
$393K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.62K+ 7.63% |
$240K - $278K
|
79.3K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.4KNew |
$231K - $267K
|
5.4K
$342K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.32K+ 4.68% |
$185K - $214K
|
96.7K
$6.12M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.28K+ 6.96% |
$183K - $212K
|
65.8K
$4.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.12KNew |
$176K - $204K
|
4.12K
$261K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
2.81K+ 5.44% |
$120K - $139K
|
54.4K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.45K+ 41.46% |
$105K - $121K
|
8.37K
$530K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
2.25K+ 8.26% |
$96.1K - $111K
|
29.5K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.13K+ 19.83% |
$90.9K - $105K
|
12.9K
$814K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.77KNew |
$75.7K - $87.6K
|
1.77K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.57K+ 54.2% |
$66.9K - $77.5K
|
4.46K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.5K+ 16.03% |
$63.9K - $73.9K
|
10.8K
$685K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
844New |
$36.1K - $41.7K
|
844
$53.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
768New |
$32.8K - $38K
|
768
$48.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
488+ 0.89% |
$20.8K - $24.1K
|
55.3K
$3.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
444+ 0.03% |
$19K - $22K
|
1.28M
$81.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
354New |
$15.1K - $17.5K
|
354
$22.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$10.6K - $12.3K
|
249
$15.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
240+ 3.16% |
$10.3K - $11.9K
|
7.84K
$496K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
205+ 14.47% |
$8.76K - $10.1K
|
1.62K
$103K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
161New |
$6.88K - $7.96K
|
161
$10.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
156+ 1.22% |
$6.66K - $7.72K
|
12.9K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152New |
$6.49K - $7.52K
|
152
$9.63K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
73+ 1.2% |
$3.12K - $3.61K
|
6.13K
$388K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
69+ 1.08% |
$2.95K - $3.41K
|
6.45K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
35+ 0.52% |
$1.5K - $1.73K
|
6.77K
$429K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31New |
$1.32K - $1.53K
|
31
$1.96K
|