Purchases and Sales Made in Q2 2022 in Spdr Portfolio (SPYG)

SPYG Quotes by TradingView

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
Aug 08, 2022 Q2 2022
Tlwm

San Antonio, TX
SELL
 -
-3.85K
Closed
$194K - $259K
0 $0
Jul 27, 2022 Q2 2022
Detalus Advisors, LLC

SELL
 -
-4.02K
Closed
$203K - $271K
0 $0
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-4.07K
Closed
$205K - $274K
0 $0
Aug 15, 2022 Q2 2022
Titleist Asset Management, Ltd.

San Antonio, TX
SELL
 -
-4.16K
Closed
$210K - $280K
0 $0
Jul 26, 2022 Q2 2022
Aprio Wealth Management, LLC

SELL
 -
-4.17K
Closed
$210K - $281K
0 $0
Jul 22, 2022 Q2 2022
Schrum Private Wealth Management LLC

SELL
 -
-4.41K
- 28.75%
$222K - $297K
10.9K $979K
Jul 12, 2022 Q2 2022
Centennial Wealth Advisory LLC

SELL
 -
-4.51K
- 8.58%
$228K - $304K
48K $4.3M
Jul 20, 2022 Q2 2022
Founders Capital Management

SELL
 -
-4.51K
- 4.43%
$228K - $304K
97.3K $8.71M
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-4.56K
- 12.02%
$230K - $307K
33.4K $2.99M
Aug 15, 2022 Q2 2022
Bruderman Asset Management, LLC

Locust Valley, NY
SELL
 -
-4.59K
Closed
$232K - $310K
0 $0
Aug 10, 2022 Q2 2022
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-4.77K
- 6.38%
$241K - $321K
70K $6.27M
Aug 15, 2022 Q2 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-4.9K
Closed
$248K - $330K
0 $0
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

SELL
 -
-4.92K
- 50.82%
$248K - $332K
4.76K $427K
Jul 28, 2022 Q2 2022
Gen Wealth Group, Inc.

SELL
 -
-4.98K
- 4.33%
$251K - $335K
110K $9.85M
Aug 15, 2022 Q2 2022
Permanens Capital L.P.

New York, NY
SELL
 -
-5.03K
Closed
$254K - $339K
0 $0
Aug 12, 2022 Q2 2022
Main Street Research LLC

Sausalito, CA
SELL
 -
-5.05K
Closed
$255K - $340K
0 $0
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-5.06K
Closed
$255K - $341K
0 $0
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-5.12K
Closed
$259K - $345K
0 $0
Aug 04, 2022 Q2 2022
Berkeley Capital Partners, LLC

SELL
 -
-5.18K
Closed
$262K - $349K
0 $0
Aug 15, 2022 Q2 2022
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-5.46K
- 5.02%
$276K - $368K
103K $9.25M
Jul 19, 2022 Q2 2022
Tenret CO LLC

SELL
 -
-5.69K
Closed
$287K - $384K
0 $0
Jul 27, 2022 Q2 2022
Garrett Investment Advisors LLC

SELL
 -
-5.93K
- 6.14%
$299K - $400K
90.7K $8.12M
Aug 03, 2022 Q2 2022
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-6.18K
- 4.59%
$312K - $417K
129K $11.5M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

SELL
 -
-6.26K
- 49.07%
$316K - $422K
6.5K $582K
Aug 15, 2022 Q2 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-6.31K
- 30.36%
$318K - $425K
14.5K $1.3M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-6.39K
- 45.89%
$322K - $430K
7.53K $675K
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-6.64K
- 25.27%
$335K - $447K
19.6K $1.76M
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-6.73K
Closed
$340K - $454K
0 $0
Jul 27, 2022 Q2 2022
Presidio Capital Management, LLC

SELL
 -
-6.94K
Closed
$350K - $467K
0 $0
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

SELL
 -
-7.15K
Closed
$361K - $482K
0 $0
Aug 15, 2022 Q2 2022
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-7.21K
- 30.21%
$364K - $486K
16.7K $1.49M
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-7.39K
Closed
$373K - $498K
0 $0
Jul 26, 2022 Q2 2022
Capital Directions Investment Advisors, LLC

SELL
 -
-7.55K
- 0.6%
$381K - $509K
1.25M $112M
Aug 17, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-8.04K
- 51.81%
$406K - $542K
7.48K $670K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-8.11K
- 9.47%
$409K - $546K
77.5K $6.94M
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

SELL
 -
-8.13K
- 28.03%
$410K - $548K
20.9K $1.87M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-8.13K
- 20.06%
$410K - $548K
32.4K $2.9M
Aug 11, 2022 Q2 2022
Van Leeuwen & Company, LLC

Princeton, NJ
SELL
 -
-8.4K
- 13.84%
$424K - $566K
52.3K $4.69M
Oct 13, 2023 Q2 2022
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-8.48K
- 3.66%
$428K - $572K
223K $20M
Jul 12, 2022 Q2 2022
Ayalon Insurance Comp Ltd.

SELL
 -
-9.04K
- 49.75%
$456K - $609K
9.13K $818K
Aug 09, 2022 Q2 2022
Kingsbury Capital Investment Advisors LLC

Evanston, IL
SELL
 -
-9.08K
- 53.38%
$458K - $612K
7.93K $710K
Aug 12, 2022 Q2 2022
Lumina Fund Management LLC

New York, NY
SELL
 -
-9.37K
Closed
$473K - $631K
0 $0
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-9.39K
Closed
$474K - $632K
0 $0
Aug 11, 2022 Q2 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-9.44K
Closed
$476K - $636K
0 $0
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-9.55K
- 3.23%
$482K - $644K
286K $25.6M
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-9.57K
- 21.08%
$483K - $645K
35.8K $3.21M
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-9.86K
- 28.08%
$498K - $665K
25.3K $2.26M
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-10.1K
- 3.13%
$509K - $680K
312K $28M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-10.2K
- 31.81%
$515K - $688K
21.9K $1.96M

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