Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-45.3KClosed |
$2.68M - $3.31M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.4K- 7.3% |
$2.74M - $3.39M
|
589K
$52.8M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-46.5K- 83.11% |
$2.75M - $3.39M
|
9.45K
$846K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-48.3K- 20.14% |
$2.86M - $3.53M
|
192K
$17.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-49.5K- 14.34% |
$2.93M - $3.61M
|
295K
$26.5M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.4KClosed |
$3.1M - $3.83M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-55.1K- 4.07% |
$3.26M - $4.02M
|
1.3M
$116M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-55.1K- 87.55% |
$3.26M - $4.03M
|
7.85K
$703K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56K- 30.76% |
$3.32M - $4.09M
|
126K
$11.3M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.2K- 4.14% |
$3.38M - $4.18M
|
1.32M
$119M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-61.1K- 20.45% |
$3.62M - $4.46M
|
238K
$21.3M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-62.1KClosed |
$3.68M - $4.54M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-62.8KClosed |
$3.71M - $4.58M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65.2K- 94.0% |
$3.86M - $4.76M
|
4.17K
$373K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-65.8K- 72.82% |
$3.89M - $4.81M
|
24.6K
$2.2M
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-68.4KClosed |
$4.05M - $5M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-69.6K- 14.46% |
$4.12M - $5.08M
|
412K
$36.9M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-71.4K- 30.62% |
$4.22M - $5.21M
|
162K
$14.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-75.4K- 43.16% |
$4.46M - $5.5M
|
99.3K
$8.89M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.6K- 62.24% |
$4.59M - $5.67M
|
47.1K
$4.22M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.9K- 38.35% |
$4.96M - $6.13M
|
135K
$12.1M
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-85.7K- 93.67% |
$5.07M - $6.26M
|
5.79K
$519K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-86.1K- 65.78% |
$5.09M - $6.29M
|
44.8K
$4.01M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-87.7K- 48.62% |
$5.19M - $6.4M
|
92.7K
$8.3M
|
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-91.2KClosed |
$5.4M - $6.66M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-100K- 65.64% |
$5.94M - $7.33M
|
52.5K
$4.71M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-113K- 78.89% |
$6.67M - $8.24M
|
30.2K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-115K- 28.65% |
$6.83M - $8.43M
|
287K
$25.7M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-125K- 20.91% |
$7.4M - $9.14M
|
473K
$42.4M
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-127K- 65.37% |
$7.54M - $9.3M
|
67.5K
$6.04M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-130K- 99.4% |
$7.69M - $9.49M
|
781
$70K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-149K- 96.12% |
$8.79M - $10.9M
|
6K
$537K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-155K- 55.29% |
$9.19M - $11.3M
|
126K
$11.2M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166KClosed |
$9.85M - $12.2M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-168K- 94.71% |
$9.94M - $12.3M
|
9.39K
$841K
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-171KClosed |
$10.1M - $12.5M
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-179K- 45.94% |
$10.6M - $13.1M
|
211K
$18.9M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-182KClosed |
$10.8M - $13.3M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-191K- 52.83% |
$11.3M - $14M
|
171K
$15.3M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-221KClosed |
$13.1M - $16.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-229K- 24.27% |
$13.6M - $16.7M
|
715K
$64M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-231K- 87.56% |
$13.7M - $16.9M
|
32.8K
$2.94M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-254K- 19.63% |
$15M - $18.5M
|
1.04M
$93M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-283K- 94.18% |
$16.8M - $20.7M
|
17.5K
$1.57M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-348K- 90.56% |
$20.6M - $25.4M
|
36.3K
$3.25M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-406K- 99.85% |
$24M - $29.7M
|
601
$53.8K
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-414K- 10.73% |
$24.5M - $30.2M
|
3.45M
$309M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-415K- 9.16% |
$24.6M - $30.3M
|
4.12M
$369M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-819K- 97.89% |
$48.4M - $59.8M
|
17.6K
$1.58M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.45M- 98.19% |
$85.7M - $106M
|
26.7K
$2.4M
|