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 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.36K+ 4.11% |
$67K - $75.1K
|
34.6K
$3.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36K+ 12.99% |
$66.8K - $74.8K
|
11.8K
$1.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.33K+ 30.28% |
$65.2K - $73.1K
|
5.71K
$520K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 4.54% |
$60.1K - $67.4K
|
28.2K
$2.57M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.2K+ 14.99% |
$59.1K - $66.2K
|
9.23K
$841K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.19K+ 11.64% |
$58.5K - $65.5K
|
11.4K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.18K+ 20.34% |
$58K - $65K
|
6.98K
$636K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.13K+ 12.39% |
$55.5K - $62.2K
|
10.2K
$933K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.13K+ 8.42% |
$55.4K - $62.1K
|
14.5K
$1.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.1KNew |
$54.1K - $60.6K
|
1.1K
$100K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.08K+ 4.47% |
$53K - $59.4K
|
25.2K
$2.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.07K+ 22.83% |
$52.4K - $58.8K
|
5.74K
$523K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1KNew |
$49.1K - $55.1K
|
1K
$91.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
973New |
$47.8K - $53.6K
|
973
$88.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
966New |
$47.5K - $53.2K
|
966
$88K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
959+ 12.42% |
$47.1K - $52.8K
|
8.68K
$791K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
944+ 0.89% |
$46.4K - $52K
|
107K
$9.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
936+ 636.73% |
$46K - $51.5K
|
1.08K
$98.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
899New |
$44.2K - $49.5K
|
899
$81.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
869+ 2.89% |
$42.7K - $47.9K
|
30.9K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
857New |
$42.1K - $47.2K
|
857
$78.1K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
818+ 11.71% |
$40.2K - $45K
|
7.8K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
807+ 5.36% |
$39.7K - $44.4K
|
15.9K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
803+ 17.53% |
$39.5K - $44.2K
|
5.38K
$490K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
791+ 2.81% |
$38.9K - $43.6K
|
28.9K
$2.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
769+ 2.23% |
$37.8K - $42.3K
|
35.3K
$3.22M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
766New |
$37.6K - $42.2K
|
766
$69.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
735+ 4.37% |
$36.1K - $40.5K
|
17.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
685+ 1.22% |
$33.7K - $37.7K
|
56.7K
$5.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
665+ 3.04% |
$32.7K - $36.6K
|
22.6K
$2.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
627+ 0.3% |
$30.8K - $34.5K
|
213K
$19.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
600New |
$29.5K - $33K
|
600
$54.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
564+ 100.0% |
$27.7K - $31.1K
|
1.13K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
562+ 0.11% |
$27.6K - $30.9K
|
533K
$48.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
554+ 12.06% |
$27.2K - $30.5K
|
5.15K
$469K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
535New |
$26.3K - $29.5K
|
535
$48.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
531+ 22.74% |
$26.1K - $29.2K
|
2.87K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
528+ 1.04% |
$25.9K - $29.1K
|
51.4K
$4.68M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
521+ 11.61% |
$25.6K - $28.7K
|
5.01K
$456K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
519+ 12.12% |
$25.5K - $28.6K
|
4.8K
$437K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
501+ 11.08% |
$24.6K - $27.6K
|
5.02K
$458K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
500+ 3.65% |
$24.6K - $27.5K
|
14.2K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
463+ 12.68% |
$22.8K - $25.5K
|
4.11K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
456+ 5.35% |
$22.4K - $25.1K
|
8.98K
$818K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
428+ 5.37% |
$21K - $23.6K
|
8.4K
$765K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
415+ 9.44% |
$20.4K - $22.9K
|
4.81K
$438K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
415+ 4.74% |
$20.4K - $22.9K
|
9.16K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
411New |
$20.2K - $22.6K
|
411
$37.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
375+ 0.99% |
$18.4K - $20.7K
|
38.3K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
309New |
$15.2K - $17K
|
309
$28.2K
|