Purchases and Sales Made in Q4 2022 in Spdr Portfolio (SPYG)

SPYG Quotes by TradingView

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
Jan 17, 2023 Q4 2022
Twelve Points Wealth Management LLC

SELL
 -
-6.41K
- 59.82%
$315K - $353K
4.31K $393K
Feb 08, 2023 Q4 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-6.59K
- 9.93%
$324K - $363K
59.7K $5.44M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-6.65K
- 4.56%
$327K - $366K
139K $12.7M
Feb 01, 2023 Q4 2022
Sage Mountain Advisors LLC

SELL
 -
-6.88K
- 77.18%
$338K - $379K
2.04K $185K
Feb 13, 2023 Q4 2022
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-7.08K
- 6.49%
$348K - $390K
102K $9.3M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-7.11K
- 10.72%
$349K - $392K
59.2K $5.4M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-7.27K
- 1.63%
$357K - $400K
438K $39.9M
Jan 18, 2023 Q4 2022
Relyea Zuckerberg Hanson LLC

SELL
 -
-7.33K
- 6.99%
$360K - $404K
97.6K $8.89M
Jan 18, 2023 Q4 2022
Intergy Private Wealth, LLC

SELL
 -
-7.36K
- 7.41%
$362K - $405K
92.1K $8.39M
Feb 09, 2023 Q4 2022
Imc Chicago, LLC

SELL
 -
-7.6K
- 32.73%
$373K - $418K
15.6K $1.42M
Jan 30, 2023 Q4 2022
Echo Wealth Management, LLC

SELL
 -
-8.06K
- 3.26%
$396K - $444K
239K $21.8M
Feb 06, 2023 Q4 2022
Wrapmanager Inc

SELL
 -
-8.09K
- 4.98%
$398K - $446K
154K $14.1M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-8.22K
- 1.39%
$404K - $453K
583K $53.1M
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-8.24K
- 95.83%
$405K - $454K
358 $32.6K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

SELL
 -
-8.28K
- 24.88%
$407K - $456K
25K $2.28M
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-8.3K
- 48.05%
$408K - $457K
8.97K $818K
Jan 18, 2023 Q4 2022
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-8.57K
- 4.97%
$421K - $472K
164K $14.9M
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

SELL
 -
-9.03K
- 10.79%
$444K - $497K
74.6K $6.8M
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

SELL
 -
-9.72K
- 16.12%
$478K - $536K
50.6K $4.61M
Jan 30, 2023 Q4 2022
Tpg Financial Advisors, LLC

SELL
 -
-10.2K
- 5.07%
$501K - $561K
191K $17.4M
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-10.2K
- 68.87%
$503K - $564K
4.63K $422K
Feb 07, 2023 Q4 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-12.3K
- 42.14%
$603K - $675K
16.8K $1.53M
Feb 02, 2023 Q4 2022
Neirg Wealth Management, LLC

SELL
 -
-12.9K
- 8.47%
$632K - $708K
139K $12.7M
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-13.2K
- 3.06%
$648K - $727K
418K $38.1M
Feb 02, 2023 Q4 2022
First National Trust CO

SELL
 -
-13.3K
- 1.88%
$652K - $731K
691K $63M
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-14.4K
- 54.43%
$708K - $794K
12.1K $1.1M
Feb 13, 2023 Q4 2022
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-15.2K
- 76.84%
$748K - $838K
4.59K $418K
Feb 14, 2023 Q4 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-15.8K
Closed
$777K - $871K
0 $0
Jan 17, 2023 Q4 2022
Horizon Financial Services, LLC

SELL
 -
-18.9K
- 8.23%
$928K - $1.04M
211K $19.2M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

SELL
 -
-20.3K
- 1.23%
$1M - $1.12M
1.64M $149M
Jan 20, 2023 Q4 2022
Boyd Wealth Management, LLC

SELL
 -
-26.1K
- 30.69%
$1.28M - $1.44M
59K $5.37M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-26.9K
- 2.56%
$1.32M - $1.48M
1.02M $93.3M
Feb 10, 2023 Q4 2022
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-27.6K
- 26.38%
$1.36M - $1.52M
77K $7.02M
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

SELL
 -
-28.8K
- 1.75%
$1.41M - $1.58M
1.62M $147M
Jan 12, 2023 Q4 2022
Ackerman Capital Advisors, LLC

SELL
 -
-28.9K
- 8.54%
$1.42M - $1.59M
310K $28.2M
Feb 06, 2023 Q4 2022
Rollins Financial

SELL
 -
-29.8K
- 18.01%
$1.46M - $1.64M
136K $12.3M
Jan 17, 2023 Q4 2022
Oxinas Partners Wealth Management LLC

SELL
 -
-30.1K
- 18.01%
$1.48M - $1.66M
137K $12.5M
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-30.4K
- 5.58%
$1.5M - $1.68M
515K $46.9M
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-30.4K
- 5.58%
$1.5M - $1.68M
515K $46.9M
Feb 06, 2023 Q4 2022
Burney CO

Reston, VA
SELL
 -
-31.2K
- 37.64%
$1.53M - $1.72M
51.6K $4.71M
Jan 12, 2023 Q4 2022
Clarus Wealth Advisors

SELL
 -
-34.1K
- 35.09%
$1.68M - $1.88M
63.1K $5.75M
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

SELL
 -
-35.7K
- 55.19%
$1.75M - $1.96M
29K $2.64M
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-36.1K
- 88.3%
$1.77M - $1.99M
4.78K $435K
Jan 23, 2023 Q4 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-44.7K
- 7.08%
$2.2M - $2.46M
587K $53.4M
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

SELL
 -
-47.9K
- 3.7%
$2.35M - $2.64M
1.25M $114M
Feb 13, 2023 Q4 2022
M&T Bank Corp

SELL
 -
-52.8K
- 13.12%
$2.6M - $2.91M
350K $31.9M
Jan 24, 2023 Q4 2022
Oak Harvest Investment Services

SELL
 -
-54.7K
- 12.61%
$2.69M - $3.01M
379K $34.6M
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-57.2K
- 13.79%
$2.81M - $3.15M
357K $32.6M
Jan 24, 2023 Q4 2022
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-58.3K
Closed
$2.87M - $3.21M
0 $0

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