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
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36+ 0.37% |
$1.77K - $1.98K
|
9.65K
$865K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
35+ 0.51% |
$1.72K - $1.93K
|
6.84K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$1.62K - $1.82K
|
33
$2.96K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.43K - $1.6K
|
10.7K
$963K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
27+ 0.28% |
$1.33K - $1.49K
|
9.69K
$868K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
27+ 0.25% |
$1.33K - $1.49K
|
11K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.31% |
$885 - $991
|
5.91K
$529K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
18+ 0.25% |
$885 - $991
|
7.18K
$643K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$885 - $991
|
18
$1.61K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
16+ 0.09% |
$786 - $881
|
17.4K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
13+ 0.28% |
$639 - $716
|
4.58K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13+ 0.26% |
$639 - $716
|
5.05K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13New |
$639 - $716
|
13
$1.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.09% |
$590 - $661
|
14K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 1.82% |
$590 - $661
|
673
$60.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.23% |
$590 - $661
|
5.12K
$459K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$393 - $441
|
33.1K
$2.96M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.01% |
$246 - $275
|
44.9K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.01% |
$246 - $275
|
44.9K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.01% |
$147 - $165
|
54.3K
$4.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2+ 0.02% |
$98.3 - $110
|
8.01K
$718K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.31% |
$98.3 - $110
|
655
$58.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$49.1 - $55.1
|
7.14K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1New |
$49.1 - $55.1
|
1
$89.6
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 1.01% |
$49.1 - $55.1
|
100
$8.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$49.1 - $55.1
|
361
$32.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$49.1 - $55.1
|
1.08K
$96.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.06% |
$49.1 - $55.1
|
1.65K
$148K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 3.47% |
$246 - $275
|
139
$12.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$344 - $385
|
14.5K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-10- 0.56% |
$491 - $551
|
1.77K
$159K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-14- 0.31% |
$688 - $771
|
4.5K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 14.15% |
$737 - $826
|
91
$8.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-17- 0.02% |
$835 - $936
|
104K
$9.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.14% |
$983 - $1.1K
|
14.4K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 1.83% |
$1.18K - $1.32K
|
1.29K
$115K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-39- 0.07% |
$1.92K - $2.15K
|
57.9K
$5.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-50- 0.71% |
$2.46K - $2.75K
|
6.98K
$625K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-54- 0.54% |
$2.65K - $2.97K
|
9.94K
$891K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-68- 0.37% |
$3.34K - $3.74K
|
18.1K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-70- 0.24% |
$3.44K - $3.85K
|
28.5K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-75- 0.78% |
$3.69K - $4.13K
|
9.59K
$859K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-77- 0.99% |
$3.78K - $4.24K
|
7.71K
$690K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-85- 7.26% |
$4.18K - $4.68K
|
1.09K
$97.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-87- 0.71% |
$4.28K - $4.79K
|
12.1K
$1.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-94- 31.76% |
$4.62K - $5.18K
|
202
$18.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-95- 1.69% |
$4.67K - $5.23K
|
5.52K
$494K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-109- 1.89% |
$5.36K - $6K
|
5.66K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 34.28% |
$5.36K - $6K
|
209
$18.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-120- 1.14% |
$5.9K - $6.61K
|
10.4K
$931K
|