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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.1K+ 7.77% |
$960K - $1.11M
|
210K
$18.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
15.1KNew |
$957K - $1.11M
|
15.1K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
15.1K+ 8.37% |
$954K - $1.11M
|
195K
$17.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.9KNew |
$946K - $1.1M
|
14.9K
$1.34M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.2KNew |
$902K - $1.05M
|
14.2K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
14.2KNew |
$902K - $1.05M
|
14.2K
$1.27M
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
13.5KNew |
$856K - $992K
|
13.5K
$1.21M
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
13.3KNew |
$846K - $980K
|
13.3K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.1K+ 12.07% |
$833K - $965K
|
122K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
12.7K+ 18.17% |
$807K - $935K
|
82.8K
$7.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
12.4K+ 141.98% |
$787K - $912K
|
21.2K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12K+ 12.36% |
$763K - $885K
|
109K
$9.8M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
11.9KNew |
$755K - $875K
|
11.9K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6K+ 28.52% |
$737K - $854K
|
52.4K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.4KNew |
$723K - $838K
|
11.4K
$1.02M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11.3KNew |
$719K - $834K
|
11.3K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
11K+ 18.18% |
$697K - $808K
|
71.5K
$6.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11KNew |
$697K - $808K
|
11K
$985K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
10.4KNew |
$662K - $767K
|
10.4K
$935K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 1.26% |
$661K - $766K
|
838K
$75.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$646K - $749K
|
10.2K
$913K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.94K+ 19.38% |
$630K - $730K
|
61.2K
$5.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9.88KNew |
$626K - $726K
|
9.88K
$885K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.8K+ 10.38% |
$621K - $720K
|
104K
$9.34M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
9.6K+ 0.75% |
$608K - $705K
|
1.29M
$116M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.47K+ 4.96% |
$600K - $696K
|
200K
$17.9M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
9.12K+ 4.07% |
$578K - $670K
|
233K
$20.9M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.03KNew |
$572K - $663K
|
9.03K
$809K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
8.93K+ 15.61% |
$566K - $656K
|
66.1K
$5.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
8.84K+ 100.67% |
$560K - $650K
|
17.6K
$1.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
8.78KNew |
$557K - $645K
|
8.78K
$787K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.64K+ 3.97% |
$548K - $635K
|
227K
$20.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.34K+ 2.11% |
$528K - $612K
|
403K
$36.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.04KNew |
$510K - $591K
|
8.04K
$720K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.89K+ 123.17% |
$500K - $580K
|
14.3K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.74K+ 2.94% |
$490K - $568K
|
271K
$24.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.71K+ 91.49% |
$489K - $566K
|
16.1K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.62KNew |
$483K - $560K
|
7.62K
$682K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.61KNew |
$482K - $559K
|
7.61K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.61K+ 12.91% |
$482K - $559K
|
66.5K
$5.96M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
7.6K+ 13.22% |
$482K - $558K
|
65.1K
$5.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
7.56K+ 1.33% |
$479K - $556K
|
575K
$51.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.54KNew |
$478K - $554K
|
7.54K
$675K
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
7.52KNew |
$477K - $553K
|
7.52K
$674K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.51K+ 1.9% |
$476K - $552K
|
403K
$36.1M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
7.48KNew |
$474K - $550K
|
7.48K
$670K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.48KNew |
$474K - $549K
|
7.48K
$670K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
7.46KNew |
$473K - $548K
|
7.46K
$669K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.39KNew |
$468K - $543K
|
7.39K
$662K
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
7.31KNew |
$464K - $537K
|
7.31K
$655K
|