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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
11.5K+ 10.88% |
$580K - $775K
|
117K
$10.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
11.4K+ 98.69% |
$575K - $768K
|
22.9K
$2.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.1K+ 11.94% |
$559K - $746K
|
104K
$9.29M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
11K+ 11.54% |
$555K - $741K
|
106K
$9.52M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
11K+ 5.62% |
$553K - $739K
|
206K
$18.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$545K - $728K
|
10.8K
$967K
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
10.3K+ 181.9% |
$519K - $693K
|
15.9K
$1.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
10.2K+ 20.39% |
$515K - $688K
|
60.2K
$5.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 76.76% |
$512K - $683K
|
23.3K
$2.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.85K+ 20.0% |
$497K - $664K
|
59.1K
$5.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.76KNew |
$493K - $658K
|
9.76K
$874K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.66K+ 32.06% |
$488K - $651K
|
39.8K
$3.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
9.16K+ 5.74% |
$463K - $618K
|
169K
$15.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.14K+ 6.54% |
$461K - $616K
|
149K
$13.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
8.98K+ 4.69% |
$453K - $605K
|
201K
$18M
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
8.83K+ 18.54% |
$446K - $595K
|
56.4K
$5.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
8.78K+ 9.1% |
$443K - $591K
|
105K
$9.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.4KNew |
$424K - $566K
|
8.4K
$752K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.38K+ 3.88% |
$423K - $564K
|
224K
$20.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
8.3KNew |
$419K - $560K
|
8.3K
$744K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.85K+ 40.14% |
$396K - $529K
|
27.4K
$2.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.81K+ 43.61% |
$394K - $526K
|
25.7K
$2.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
7.75K+ 68.63% |
$391K - $522K
|
19K
$1.71M
|
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.71K+ 18.78% |
$389K - $519K
|
48.7K
$4.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.63K+ 7.88% |
$385K - $514K
|
104K
$9.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
7.31KNew |
$369K - $492K
|
7.31K
$655K
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.18K+ 6.42% |
$363K - $484K
|
119K
$10.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
7.11K+ 35.74% |
$359K - $479K
|
27K
$2.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.93K+ 3.18% |
$350K - $467K
|
225K
$20.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.86K+ 44.44% |
$346K - $462K
|
22.3K
$2M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.58KNew |
$332K - $443K
|
6.58K
$589K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.39K+ 12.31% |
$323K - $431K
|
58.3K
$5.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.13K+ 6.52% |
$309K - $413K
|
100K
$8.97M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.68K+ 2120.9% |
$287K - $383K
|
5.95K
$533K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.62KNew |
$283K - $379K
|
5.62K
$503K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.53KNew |
$279K - $373K
|
5.53K
$496K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
5.45K+ 1.91% |
$275K - $367K
|
291K
$26M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.29K+ 2.99% |
$267K - $356K
|
182K
$16.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.26K+ 3.42% |
$266K - $355K
|
159K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.25K+ 1.7% |
$265K - $354K
|
314K
$28.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.09KNew |
$257K - $343K
|
5.09K
$456K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.02K+ 5.82% |
$253K - $338K
|
91.4K
$8.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4.99K+ 3.47% |
$252K - $336K
|
149K
$13.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.96K+ 15.47% |
$250K - $334K
|
37K
$3.31M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.95KNew |
$250K - $333K
|
4.95K
$443K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.88KNew |
$246K - $329K
|
4.88K
$437K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.7KNew |
$237K - $317K
|
4.7K
$421K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$237K - $317K
|
4.7K
$421K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.65K+ 5.12% |
$235K - $313K
|
95.5K
$8.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.34KNew |
$219K - $292K
|
4.34K
$389K
|