Purchases and Sales Made in Q2 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-750- 8.1% |
$37.9K - $50.5K
|
8.51K
$762K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-800Closed |
$40.4K - $53.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-818Closed |
$41.3K - $55.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-842- 1.24% |
$42.5K - $56.7K
|
67.1K
$6.01M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-850- 9.82% |
$42.9K - $57.3K
|
7.81K
$699K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-879- 9.89% |
$44.4K - $59.2K
|
8.01K
$717K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-882- 8.8% |
$44.5K - $59.4K
|
9.14K
$819K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-941Closed |
$47.5K - $63.4K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-947- 11.26% |
$47.8K - $63.8K
|
7.46K
$669K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-959- 16.4% |
$48.4K - $64.6K
|
4.89K
$438K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.7% |
$51.4K - $68.7K
|
36.7K
$3.29M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-1.08KClosed |
$54.5K - $72.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.08KClosed |
$54.5K - $72.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 2.79% |
$54.8K - $73.2K
|
37.8K
$3.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.1K- 11.86% |
$55.5K - $74.1K
|
8.17K
$732K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.15K- 1.55% |
$58.1K - $77.6K
|
73.2K
$6.56M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.16K- 0.61% |
$58.5K - $78.2K
|
190K
$17M
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-1.17K- 5.43% |
$59.2K - $79K
|
20.4K
$1.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.19K- 17.22% |
$59.9K - $79.9K
|
5.7K
$511K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-1.2K- 19.75% |
$60.6K - $80.9K
|
4.88K
$437K
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.23K- 21.27% |
$62.2K - $83K
|
4.56K
$408K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.26K- 98.9% |
$63.6K - $85K
|
14
$1.25K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 2.82% |
$64.3K - $85.9K
|
43.9K
$3.93M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.28K- 2.58% |
$64.5K - $86.1K
|
48.4K
$4.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.28KClosed |
$64.6K - $86.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.29K- 15.19% |
$64.9K - $86.6K
|
7.17K
$643K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.34K- 7.54% |
$67.4K - $90K
|
16.4K
$1.47M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.36K- 1.37% |
$68.4K - $91.4K
|
97.9K
$8.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.37K- 5.86% |
$69.2K - $92.5K
|
22K
$1.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.38K- 7.99% |
$69.6K - $92.9K
|
15.9K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.38K- 22.28% |
$69.8K - $93.2K
|
4.83K
$432K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.39K- 12.44% |
$70.3K - $93.9K
|
9.8K
$878K
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.4K- 6.82% |
$70.7K - $94.3K
|
19.1K
$1.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-1.4K- 5.77% |
$70.7K - $94.3K
|
22.8K
$2.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.41K- 5.52% |
$71K - $94.8K
|
24.1K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.41K- 19.11% |
$71.2K - $95.1K
|
5.97K
$535K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.42K- 1.86% |
$71.9K - $96K
|
75.3K
$6.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.45K- 12.06% |
$73K - $97.4K
|
10.5K
$945K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.46K- 20.97% |
$73.5K - $98.2K
|
5.49K
$492K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.46KClosed |
$73.8K - $98.5K
|
0
$0
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.47K- 13.85% |
$73.9K - $98.7K
|
9.11K
$817K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.53K- 41.01% |
$77K - $103K
|
2.2K
$197K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.63K- 57.87% |
$82K - $110K
|
1.18K
$106K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.64K- 10.26% |
$82.6K - $110K
|
14.3K
$1.28M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-1.71K- 12.93% |
$86.2K - $115K
|
11.5K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.72K- 0.39% |
$86.6K - $116K
|
437K
$39.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.72KClosed |
$87K - $116K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.73K- 3.1% |
$87.3K - $117K
|
54.1K
$4.84M
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.74K- 5.4% |
$87.8K - $117K
|
30.5K
$2.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.77K- 6.24% |
$89.3K - $119K
|
26.6K
$2.38M
|