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 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
26New |
$1.11K - $1.29K
|
26
$1.65K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
23+ 0.48% |
$983 - $1.14K
|
4.81K
$305K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.87% |
$897 - $1.04K
|
2.44K
$154K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.61% |
$854 - $989
|
3.31K
$210K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10New |
$427 - $495
|
10
$633
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.39% |
$342 - $396
|
2.08K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.01% |
$85.4 - $98.9
|
201
$12.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-20- 50.0% |
$854 - $989
|
20
$1.27K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-51- 0.67% |
$2.18K - $2.52K
|
7.51K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-63- 0.54% |
$2.69K - $3.12K
|
11.6K
$738K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-263- 0.68% |
$11.2K - $13K
|
38.4K
$2.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-607- 3.48% |
$25.9K - $30K
|
16.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.16K- 4.9% |
$49.6K - $57.4K
|
22.5K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.18K- 0.32% |
$50.3K - $58.3K
|
372K
$23.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.54K- 5.21% |
$65.8K - $76.2K
|
28.1K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.59K- 4.34% |
$68K - $78.7K
|
35.1K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.6K- 1.94% |
$68.4K - $79.2K
|
81.1K
$5.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.14K- 0.56% |
$91.2K - $106K
|
382K
$24.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.97K- 21.81% |
$127K - $147K
|
10.7K
$675K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3.44K- 4.23% |
$147K - $170K
|
77.8K
$4.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 6.27% |
$166K - $192K
|
58K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.03K- 5.78% |
$172K - $199K
|
65.8K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.35K- 0.9% |
$186K - $215K
|
479K
$30.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20K- 96.3% |
$854K - $988K
|
767
$48.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-165K- 91.11% |
$7.05M - $8.17M
|
16.1K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-170K- 87.84% |
$7.26M - $8.4M
|
23.5K
$1.49M
|