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 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
517+ 2.86% |
$26.1K - $34.8K
|
18.6K
$1.66M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
512+ 3.43% |
$25.8K - $34.5K
|
15.4K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
494+ 63.25% |
$24.9K - $33.3K
|
1.28K
$114K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
469+ 6.4% |
$23.7K - $31.6K
|
7.8K
$699K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
463New |
$23.4K - $31.2K
|
463
$41.5K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
439+ 1.57% |
$22.2K - $29.6K
|
28.5K
$2.55M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
424+ 1.76% |
$21.4K - $28.6K
|
24.4K
$2.19M
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
410+ 5.08% |
$20.7K - $27.6K
|
8.48K
$759K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
356+ 2.23% |
$18K - $24K
|
16.3K
$1.46M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
354New |
$17.9K - $23.9K
|
354
$31.7K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
343+ 1372.0% |
$17.3K - $23.1K
|
368
$33K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
340New |
$17.2K - $22.9K
|
340
$30.5K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
338+ 79.53% |
$17.1K - $22.8K
|
763
$68.4K
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
BUY
|
- |
329+ 2.63% |
$16.6K - $22.2K
|
12.8K
$1.15M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
315+ 3150.0% |
$15.9K - $21.2K
|
325
$29.1K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
297+ 134.39% |
$15K - $20K
|
518
$46.4K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
286+ 11.37% |
$14.4K - $19.3K
|
2.8K
$251K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
281+ 1.86% |
$14.2K - $18.9K
|
15.4K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
268+ 3.83% |
$13.5K - $18.1K
|
7.27K
$651K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
263+ 13.61% |
$13.3K - $17.7K
|
2.2K
$197K
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
250+ 0.11% |
$12.6K - $16.8K
|
225K
$20.1M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
220+ 38.33% |
$11.1K - $14.8K
|
794
$71.1K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
210+ 1.33% |
$10.6K - $14.2K
|
16K
$1.44M
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200+ 0.83% |
$10.1K - $13.5K
|
24.4K
$2.19M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
199+ 0.3% |
$10K - $13.4K
|
66.6K
$5.97M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
198+ 6.56% |
$9.99K - $13.3K
|
3.21K
$288K
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
196+ 1.7% |
$9.89K - $13.2K
|
11.7K
$1.05M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
196+ 1.65% |
$9.89K - $13.2K
|
12.1K
$1.08M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
187+ 4.8% |
$9.44K - $12.6K
|
4.09K
$366K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
135New |
$6.81K - $9.1K
|
135
$12.1K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133+ 2.73% |
$6.71K - $8.96K
|
5.01K
$448K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
130+ 1.22% |
$6.56K - $8.76K
|
10.8K
$968K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
120+ 8.14% |
$6.06K - $8.09K
|
1.59K
$143K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 9.48% |
$5.75K - $7.68K
|
1.32K
$118K
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
113+ 1.54% |
$5.7K - $7.62K
|
7.46K
$669K
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
100+ 1.22% |
$5.05K - $6.74K
|
8.29K
$743K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
91New |
$4.59K - $6.13K
|
91
$8.15K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
86New |
$4.34K - $5.8K
|
86
$7.7K
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
86+ 0.95% |
$4.34K - $5.8K
|
9.1K
$816K
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
85+ 1.92% |
$4.29K - $5.73K
|
4.52K
$405K
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
85+ 1.9% |
$4.29K - $5.73K
|
4.57K
$409K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
82+ 2.02% |
$4.14K - $5.53K
|
4.14K
$371K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
80+ 5.5% |
$4.04K - $5.39K
|
1.54K
$138K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75+ 4.67% |
$3.79K - $5.05K
|
1.68K
$151K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 1.3% |
$3.58K - $4.78K
|
5.51K
$494K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$3.23K - $4.31K
|
64
$5.73K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
63New |
$3.18K - $4.25K
|
63
$5.64K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
55+ 0.64% |
$2.78K - $3.71K
|
8.64K
$774K
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
49+ 0.1% |
$2.47K - $3.3K
|
48.3K
$4.33M
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
45+ 1.08% |
$2.27K - $3.03K
|
4.21K
$377K
|