Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
25.4K+ 6.6% |
$1.5M - $1.85M
|
410K
$37M
|
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
24.2KNew |
$1.43M - $1.77M
|
24.2K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
23.9KNew |
$1.41M - $1.74M
|
23.9K
$2.15M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
23.8K+ 33.29% |
$1.41M - $1.74M
|
95.3K
$8.6M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.2K+ 61.01% |
$1.37M - $1.69M
|
61.2K
$5.52M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
22.6K+ 14.63% |
$1.34M - $1.65M
|
177K
$16M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.4K+ 4.13% |
$1.33M - $1.64M
|
566K
$51M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 79.86% |
$1.29M - $1.6M
|
49.3K
$4.44M
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
BUY
|
- |
21.6KNew |
$1.28M - $1.58M
|
21.6K
$1.95M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
20.8KNew |
$1.23M - $1.52M
|
20.8K
$1.87M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
20.7K+ 219.78% |
$1.23M - $1.51M
|
30.1K
$2.72M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.4K+ 100.09% |
$1.21M - $1.49M
|
40.8K
$3.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
20.3K+ 8.59% |
$1.2M - $1.48M
|
257K
$23.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
20.2K+ 39.81% |
$1.19M - $1.47M
|
70.8K
$6.39M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.5KNew |
$1.16M - $1.43M
|
19.5K
$1.76M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19.3KNew |
$1.14M - $1.41M
|
19.3K
$1.74M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
19K+ 13.13% |
$1.13M - $1.39M
|
164K
$14.8M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
18.6K+ 2.87% |
$1.1M - $1.36M
|
664K
$59.9M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
18.5K+ 2.37% |
$1.09M - $1.35M
|
796K
$71.8M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
17.8K+ 2.03% |
$1.05M - $1.3M
|
895K
$80.7M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.3K+ 30.22% |
$1.02M - $1.26M
|
74.4K
$6.71M
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
17KNew |
$1.01M - $1.24M
|
17K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
17K+ 3.48% |
$1M - $1.24M
|
505K
$45.5M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
16.9K+ 13.71% |
$997K - $1.23M
|
140K
$12.6M
|
|
|
May 13, 2022
Q1 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.5K+ 46.67% |
$976K - $1.2M
|
51.8K
$4.67M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.1K+ 8.05% |
$953K - $1.18M
|
216K
$19.5M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
15.9KNew |
$940K - $1.16M
|
15.9K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.6K+ 206.53% |
$921K - $1.14M
|
23.1K
$2.08M
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15.5KNew |
$917K - $1.13M
|
15.5K
$1.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.1K+ 22.43% |
$895K - $1.1M
|
82.5K
$7.45M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
14.9KNew |
$883K - $1.09M
|
14.9K
$1.35M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
14.9K+ 6.37% |
$881K - $1.09M
|
249K
$22.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
14.8K+ 3.24% |
$877K - $1.08M
|
472K
$42.6M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
14.8K+ 20.98% |
$876K - $1.08M
|
85.4K
$7.7M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14.8KNew |
$876K - $1.08M
|
14.8K
$1.33M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14.4K+ 78.8% |
$851K - $1.05M
|
32.6K
$2.94M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14.1K+ 6.73% |
$837K - $1.03M
|
224K
$20.2M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13.9K+ 92.89% |
$824K - $1.02M
|
28.9K
$2.61M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13.7K+ 3.39% |
$809K - $999K
|
417K
$37.6M
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
13.7K+ 10.5% |
$808K - $997K
|
144K
$13M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 9.24% |
$800K - $987K
|
160K
$14.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 5.89% |
$784K - $967K
|
238K
$21.5M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
13K+ 3.05% |
$769K - $949K
|
439K
$39.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
13K+ 4.16% |
$768K - $948K
|
325K
$29.3M
|
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
12.9K+ 7.47% |
$765K - $944K
|
186K
$16.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12.7K+ 33.86% |
$749K - $924K
|
50K
$4.51M
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
11.6K+ 3.34% |
$688K - $849K
|
359K
$32.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
11.5KNew |
$683K - $843K
|
11.5K
$1.04M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.3KNew |
$671K - $829K
|
11.3K
$1.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
11.3KNew |
$668K - $824K
|
11.3K
$1.02M
|