Purchases and Sales Made in Q3 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 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 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-700- 13.44% |
$35.1K - $43.3K
|
4.51K
$410K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-717- 26.83% |
$35.9K - $44.4K
|
1.96K
$178K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-728- 0.74% |
$36.5K - $45K
|
97.2K
$8.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-786- 31.43% |
$39.4K - $48.6K
|
1.72K
$156K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-789- 1.18% |
$39.5K - $48.8K
|
66.3K
$6.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-835- 2.11% |
$41.8K - $51.7K
|
38.7K
$3.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-837- 2.83% |
$41.9K - $51.8K
|
28.7K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-861- 1.23% |
$43.1K - $53.3K
|
69.2K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-882- 4.49% |
$44.2K - $54.6K
|
18.8K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-895- 7.26% |
$44.8K - $55.4K
|
11.4K
$1.04M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-902- 10.12% |
$45.2K - $55.8K
|
8.01K
$727K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-934- 0.13% |
$46.8K - $57.8K
|
732K
$66.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-935- 0.96% |
$46.8K - $57.8K
|
96.3K
$8.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.03K- 15.17% |
$51.7K - $63.8K
|
5.77K
$524K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.14K- 2.02% |
$57.3K - $70.7K
|
55.3K
$5.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.21K- 10.65% |
$60.4K - $74.5K
|
10.1K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 3.31% |
$61.2K - $75.5K
|
35.6K
$3.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.28K- 15.36% |
$63.9K - $78.9K
|
7.03K
$638K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.31K- 2.7% |
$65.5K - $80.9K
|
47K
$4.27M
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
SELL
|
- |
-1.33K- 11.59% |
$66.7K - $82.3K
|
10.2K
$922K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.37K- 17.34% |
$68.8K - $84.9K
|
6.55K
$594K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.42K- 42.39% |
$71.1K - $87.8K
|
1.93K
$175K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.45K- 5.77% |
$72.8K - $89.9K
|
23.8K
$2.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.51K- 0.34% |
$75.6K - $93.3K
|
446K
$40.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.53K- 20.3% |
$76.6K - $94.6K
|
6K
$545K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.59K- 2.22% |
$79.7K - $98.4K
|
70K
$6.35M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.59KClosed |
$79.9K - $98.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.61K- 9.66% |
$80.7K - $99.6K
|
15K
$1.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.62K- 10.07% |
$81.2K - $100K
|
14.5K
$1.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.65K- 1.93% |
$82.6K - $102K
|
83.7K
$7.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.82K- 20.75% |
$91.2K - $113K
|
6.96K
$632K
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.83K- 0.34% |
$91.9K - $113K
|
535K
$48.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.84K- 11.29% |
$92.4K - $114K
|
14.5K
$1.32M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.92K- 30.5% |
$96.1K - $119K
|
4.37K
$397K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.04K- 21.61% |
$102K - $126K
|
7.4K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.09K- 2.67% |
$104K - $129K
|
76K
$6.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.2K- 13.85% |
$110K - $136K
|
13.7K
$1.24M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.22K- 6.88% |
$111K - $137K
|
30.1K
$2.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.27K- 28.13% |
$114K - $140K
|
5.8K
$527K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-2.27K- 5.2% |
$114K - $140K
|
41.4K
$3.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.28K- 28.48% |
$114K - $141K
|
5.73K
$520K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.29K- 1.31% |
$115K - $142K
|
172K
$15.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.58K- 16.76% |
$129K - $160K
|
12.8K
$1.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.62K- 24.87% |
$131K - $162K
|
7.9K
$718K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.7K- 4.51% |
$135K - $167K
|
57.3K
$5.2M
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.71K- 1.05% |
$136K - $168K
|
255K
$23.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.02K- 8.16% |
$151K - $187K
|
34K
$3.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-3.12K- 96.92% |
$156K - $193K
|
99
$8.99K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.12K- 12.97% |
$157K - $193K
|
21K
$1.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.13K- 40.07% |
$157K - $193K
|
4.67K
$424K
|