Purchases and Sales Made in Q4 2021 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-91- 0.09% |
$5.77K - $6.69K
|
105K
$9.43M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-117- 2.12% |
$7.42K - $8.6K
|
5.4K
$484K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-119Closed |
$7.54K - $8.74K
|
0
$0
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-120- 3.05% |
$7.61K - $8.82K
|
3.81K
$341K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-120- 3.05% |
$7.61K - $8.82K
|
3.81K
$341K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-122Closed |
$7.73K - $8.96K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-122- 0.49% |
$7.73K - $8.96K
|
24.9K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-125- 3.98% |
$7.92K - $9.19K
|
3.02K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-148Closed |
$9.38K - $10.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-150- 2.25% |
$9.51K - $11K
|
6.51K
$583K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-153- 4.42% |
$9.7K - $11.2K
|
3.31K
$296K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-155- 1.71% |
$9.83K - $11.4K
|
8.92K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-159- 2.12% |
$10.1K - $11.7K
|
7.34K
$657K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-177- 1.79% |
$11.2K - $13K
|
9.71K
$870K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-187- 14.29% |
$11.9K - $13.7K
|
1.12K
$101K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-205Closed |
$13K - $15.1K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-208- 0.52% |
$13.2K - $15.3K
|
39.8K
$3.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-210- 2.01% |
$13.3K - $15.4K
|
10.2K
$916K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-211- 0.88% |
$13.4K - $15.5K
|
23.7K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-221- 10.25% |
$14K - $16.2K
|
1.94K
$173K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-227- 2.53% |
$14.4K - $16.7K
|
8.73K
$782K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-233- 12.92% |
$14.8K - $17.1K
|
1.57K
$141K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-233Closed |
$14.8K - $17.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-244- 3.41% |
$15.5K - $17.9K
|
6.91K
$619K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-275- 0.78% |
$17.4K - $20.2K
|
35K
$3.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-292- 1.91% |
$18.5K - $21.5K
|
15K
$1.34M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-294- 8.87% |
$18.6K - $21.6K
|
3.02K
$271K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-297- 54.8% |
$18.8K - $21.8K
|
245
$21.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-298- 2.51% |
$18.9K - $21.9K
|
11.6K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-308- 6.23% |
$19.5K - $22.6K
|
4.63K
$415K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-340- 3.38% |
$21.6K - $25K
|
9.73K
$872K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-372- 7.74% |
$23.6K - $27.3K
|
4.43K
$397K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-375- 0.45% |
$23.8K - $27.6K
|
82.3K
$7.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-399- 1.22% |
$25.3K - $29.3K
|
32.3K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-421- 0.23% |
$26.7K - $30.9K
|
186K
$16.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-444- 11.46% |
$28.1K - $32.6K
|
3.43K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-492- 2.83% |
$31.2K - $36.2K
|
16.9K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-516- 0.41% |
$32.7K - $37.9K
|
125K
$11.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-521- 5.23% |
$33K - $38.3K
|
9.44K
$846K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-528- 1.77% |
$33.5K - $38.8K
|
29.2K
$2.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-534- 17.02% |
$33.9K - $39.2K
|
2.6K
$233K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-568- 1.45% |
$36K - $41.7K
|
38.5K
$3.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-577- 8.1% |
$36.6K - $42.4K
|
6.55K
$586K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-578- 3.13% |
$36.6K - $42.5K
|
17.9K
$1.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-591Closed |
$37.5K - $43.4K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
SELL
|
- |
-593- 1.31% |
$37.6K - $43.6K
|
44.6K
$3.99M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-602- 2.7% |
$38.2K - $44.2K
|
21.7K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-610- 3.28% |
$38.7K - $44.8K
|
18K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-616- 0.35% |
$39K - $45.3K
|
177K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-627- 0.57% |
$39.7K - $46.1K
|
109K
$9.79M
|