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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
71.7K+ 38.51% |
$3.62M - $4.83M
|
258K
$23.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64.9K+ 22.57% |
$3.27M - $4.37M
|
352K
$31.6M
|
|
|
Nov 29, 2022
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
62.8KNew |
$3.17M - $4.23M
|
62.8K
$5.62M
|
|
|
Oct 30, 2023
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
62.8KNew |
$3.17M - $4.23M
|
62.8K
$5.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
60.2KNew |
$3.04M - $4.06M
|
60.2K
$5.39M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
58.1K+ 11.14% |
$2.93M - $3.91M
|
580K
$51.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
56K+ 7.35% |
$2.83M - $3.78M
|
819K
$73.3M
|
|
|
Aug 17, 2022
Q2 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
54.5K+ 1086.84% |
$2.75M - $3.67M
|
59.5K
$5.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
53.3K+ 72.21% |
$2.69M - $3.59M
|
127K
$11.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
52.2KNew |
$2.64M - $3.52M
|
52.2K
$4.68M
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
51.7K+ 8.35% |
$2.61M - $3.48M
|
670K
$60.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
50.9K+ 6.83% |
$2.57M - $3.43M
|
795K
$71.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
50.6K+ 68.37% |
$2.55M - $3.41M
|
125K
$11.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
49.3KNew |
$2.49M - $3.32M
|
49.3K
$4.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
49.2K+ 10.41% |
$2.48M - $3.31M
|
522K
$46.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
48.5K+ 30.71% |
$2.45M - $3.27M
|
207K
$18.5M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
47.8K+ 4.61% |
$2.41M - $3.22M
|
1.09M
$97.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47.3K+ 434.86% |
$2.38M - $3.18M
|
58.1K
$5.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
45.8K+ 2.51% |
$2.31M - $3.09M
|
1.87M
$168M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
45.5K+ 102.64% |
$2.3M - $3.07M
|
89.9K
$8.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
45.5K+ 5.43% |
$2.3M - $3.07M
|
883K
$79.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
44.4K+ 27.45% |
$2.24M - $2.99M
|
206K
$18.5M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.1K+ 7.09% |
$2.02M - $2.7M
|
606K
$54.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 46.65% |
$2.01M - $2.69M
|
125K
$11.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
39.7K+ 13.93% |
$2M - $2.68M
|
325K
$29.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39K+ 12.54% |
$1.97M - $2.63M
|
350K
$31.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
38K+ 4.77% |
$1.92M - $2.56M
|
834K
$74.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
36.7K+ 18.83% |
$1.85M - $2.47M
|
232K
$20.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
36.7K+ 4.61% |
$1.85M - $2.47M
|
832K
$74.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.6K+ 2.77% |
$1.85M - $2.47M
|
1.36M
$122M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.5K+ 9.59% |
$1.84M - $2.46M
|
418K
$37.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.5KNew |
$1.84M - $2.46M
|
36.5K
$3.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
34.8K+ 7.82% |
$1.76M - $2.35M
|
480K
$43M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33.7K+ 15.05% |
$1.7M - $2.27M
|
258K
$23.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
33.7K+ 20.55% |
$1.7M - $2.27M
|
198K
$17.7M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
33.3KNew |
$1.68M - $2.24M
|
33.3K
$2.98M
|
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
32.8K+ 6.18% |
$1.66M - $2.21M
|
564K
$50.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.8K+ 8.86% |
$1.66M - $2.21M
|
403K
$36.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
31.7K+ 16.49% |
$1.6M - $2.14M
|
224K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
31.5KNew |
$1.59M - $2.12M
|
31.5K
$2.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.5KNew |
$1.59M - $2.12M
|
31.5K
$2.82M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
31.3K+ 76.54% |
$1.58M - $2.11M
|
72.1K
$6.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30.6K+ 69493.18% |
$1.54M - $2.06M
|
30.6K
$2.74M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
30.5K+ 6.29% |
$1.54M - $2.06M
|
516K
$46.2M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
30.3K+ 6.4% |
$1.53M - $2.04M
|
504K
$45.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
28.9K+ 26.34% |
$1.46M - $1.95M
|
139K
$12.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
28.8K+ 842.17% |
$1.45M - $1.94M
|
32.2K
$2.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
28.4KNew |
$1.43M - $1.91M
|
28.4K
$2.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27.1K+ 100.63% |
$1.37M - $1.82M
|
53.9K
$4.83M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
25.7KNew |
$1.3M - $1.73M
|
25.7K
$2.31M
|