Purchases and Sales Made in Q4 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-126- 2.25% |
$6.19K - $6.94K
|
5.48K
$499K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-128- 15.69% |
$6.29K - $7.05K
|
688
$62.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-133- 3.17% |
$6.54K - $7.32K
|
4.07K
$370K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-137- 1.41% |
$6.73K - $7.54K
|
9.56K
$870K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-144- 7.37% |
$7.08K - $7.93K
|
1.81K
$165K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-158- 2.95% |
$7.76K - $8.7K
|
5.19K
$472K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-161- 2.8% |
$7.91K - $8.87K
|
5.58K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-179- 1.32% |
$8.8K - $9.86K
|
13.3K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-179- 0.53% |
$8.8K - $9.86K
|
33.8K
$3.07M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-190- 78.84% |
$9.34K - $10.5K
|
51
$4.64K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-199- 1.04% |
$9.78K - $11K
|
18.9K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-200- 3.6% |
$9.83K - $11K
|
5.35K
$487K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-210- 1.24% |
$10.3K - $11.6K
|
16.7K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-213- 2.81% |
$10.5K - $11.7K
|
7.37K
$671K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-263- 15.58% |
$12.9K - $14.5K
|
1.43K
$130K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-271- 3.38% |
$13.3K - $14.9K
|
7.74K
$704K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-287- 0.3% |
$14.1K - $15.8K
|
96.1K
$8.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-297- 57.34% |
$14.6K - $16.4K
|
221
$20.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-300- 0.52% |
$14.7K - $16.5K
|
57K
$5.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-349- 4.72% |
$17.1K - $19.2K
|
7.04K
$641K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-359- 82.15% |
$17.6K - $19.8K
|
78
$7.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-397- 3.79% |
$19.5K - $21.9K
|
10.1K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-400- 3.5% |
$19.7K - $22K
|
11K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-425- 55.19% |
$20.9K - $23.4K
|
345
$31.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-442- 4.58% |
$21.7K - $24.3K
|
9.21K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-467- 1.07% |
$22.9K - $25.7K
|
43.3K
$3.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-504- 3.67% |
$24.8K - $27.8K
|
13.2K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-533- 6.34% |
$26.2K - $29.4K
|
7.88K
$717K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-551- 0.93% |
$27.1K - $30.3K
|
58.5K
$5.33M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-557- 5.59% |
$27.4K - $30.7K
|
9.4K
$856K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-627- 5.6% |
$30.8K - $34.5K
|
10.6K
$961K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-630- 1.84% |
$31K - $34.7K
|
33.6K
$3.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-640- 0.65% |
$31.4K - $35.2K
|
97.5K
$8.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-701- 10.08% |
$34.4K - $38.6K
|
6.25K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-728- 1.48% |
$35.8K - $40.1K
|
48.4K
$4.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-745- 0.29% |
$36.6K - $41K
|
254K
$23.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-759- 10.1% |
$37.3K - $41.8K
|
6.75K
$615K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-764- 1.44% |
$37.5K - $42.1K
|
52.2K
$4.75M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-774- 4.33% |
$38K - $42.6K
|
17.1K
$1.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-811- 3.17% |
$39.9K - $44.7K
|
24.8K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-814- 9.24% |
$40K - $44.8K
|
8K
$728K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-866- 11.99% |
$42.6K - $47.7K
|
6.35K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-874- 2.26% |
$42.9K - $48.1K
|
37.9K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-910- 2.87% |
$44.7K - $50.1K
|
30.8K
$2.8M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-915- 6.19% |
$45K - $50.4K
|
13.9K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-987- 1.55% |
$48.5K - $54.4K
|
62.9K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.01K- 35.83% |
$49.5K - $55.5K
|
1.81K
$164K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.13K- 6.35% |
$55.4K - $62.1K
|
16.6K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 13.22% |
$57.3K - $64.2K
|
7.66K
$697K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.23K- 12.17% |
$60.3K - $67.6K
|
8.86K
$806K
|