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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
137K+ 35.02% |
$6.72M - $7.54M
|
528K
$48.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
132K+ 28.77% |
$6.46M - $7.24M
|
589K
$53.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
130K+ 40.66% |
$6.38M - $7.16M
|
449K
$41M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
109KNew |
$5.37M - $6.02M
|
109K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
109K+ 18.98% |
$5.36M - $6M
|
683K
$62.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
105K+ 677.42% |
$5.16M - $5.79M
|
121K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
104KNew |
$5.12M - $5.74M
|
104K
$9.49M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
94.7K+ 37.63% |
$4.65M - $5.21M
|
346K
$31.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
94.4K+ 1379.28% |
$4.64M - $5.2M
|
101K
$9.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
93.4KNew |
$4.59M - $5.14M
|
93.4K
$8.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
92.6K+ 22.68% |
$4.55M - $5.1M
|
501K
$45.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
89.9K+ 11.38% |
$4.42M - $4.95M
|
881K
$80.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
89.7K+ 4.76% |
$4.41M - $4.94M
|
1.97M
$180M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
87.1K+ 34.78% |
$4.28M - $4.8M
|
338K
$30.8M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
86.4KNew |
$4.25M - $4.76M
|
86.4K
$7.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
83.4KNew |
$4.1M - $4.59M
|
83.4K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
82.6K+ 61.73% |
$4.06M - $4.55M
|
217K
$19.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
80.9KNew |
$3.98M - $4.46M
|
80.9K
$7.37M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
80.1K+ 705.97% |
$3.94M - $4.41M
|
91.4K
$8.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
78.3KNew |
$3.85M - $4.31M
|
78.3K
$7.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
75.8K+ 485.67% |
$3.72M - $4.17M
|
91.4K
$8.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
71.9KNew |
$3.54M - $3.96M
|
71.9K
$6.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
69.2KNew |
$3.4M - $3.81M
|
69.2K
$6.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
64.5K+ 1532.55% |
$3.17M - $3.55M
|
68.7K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.5K+ 13.35% |
$3.07M - $3.44M
|
531K
$48.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
61.9K+ 60.24% |
$3.04M - $3.41M
|
165K
$15M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
61.8K+ 1.93% |
$3.04M - $3.4M
|
3.26M
$297M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.8K+ 10.43% |
$2.99M - $3.35M
|
643K
$58.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
60.3K+ 46.69% |
$2.97M - $3.32M
|
190K
$17.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
58.9K+ 68.17% |
$2.9M - $3.25M
|
145K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
58.4K+ 9.9% |
$2.87M - $3.22M
|
649K
$59.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
58K+ 24.64% |
$2.85M - $3.19M
|
293K
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
55.6KNew |
$2.73M - $3.06M
|
55.6K
$5.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
55K+ 1122.11% |
$2.7M - $3.03M
|
59.9K
$5.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
54.4KNew |
$2.67M - $3M
|
54.4K
$4.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
53.4K+ 1089.31% |
$2.63M - $2.94M
|
58.3K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
52.6K+ 64.54% |
$2.58M - $2.89M
|
134K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52.1K+ 129.1% |
$2.56M - $2.87M
|
92.4K
$8.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
51K+ 7.47% |
$2.51M - $2.81M
|
734K
$66.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
50.1K+ 1139.7% |
$2.46M - $2.76M
|
54.5K
$4.97M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
48.5KNew |
$2.38M - $2.67M
|
48.5K
$4.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
48.4K+ 33.06% |
$2.38M - $2.67M
|
195K
$17.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48.1K+ 11.09% |
$2.37M - $2.65M
|
482K
$43.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
46KNew |
$2.26M - $2.54M
|
46K
$4.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
46K+ 14.96% |
$2.26M - $2.53M
|
353K
$32.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
45.2K+ 12.8% |
$2.22M - $2.49M
|
398K
$36.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
45K+ 5.1% |
$2.21M - $2.48M
|
928K
$84.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
44.5K+ 421.35% |
$2.19M - $2.45M
|
55K
$5.01M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
44.4K+ 12.39% |
$2.18M - $2.44M
|
403K
$36.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44.4K+ 5.24% |
$2.18M - $2.44M
|
892K
$81.3M
|