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 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
43.9KNew |
$2.16M - $2.42M
|
43.9K
$3.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
43.6K+ 20.13% |
$2.14M - $2.4M
|
260K
$23.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.6K+ 5.95% |
$2.14M - $2.4M
|
775K
$69.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
42.9K+ 12.24% |
$2.11M - $2.36M
|
393K
$35.2M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
41.8K+ 24.8% |
$2.05M - $2.3M
|
210K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
41K+ 737.79% |
$2.01M - $2.26M
|
46.5K
$4.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
40.4KNew |
$1.99M - $2.22M
|
40.4K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.2K+ 34.9% |
$1.97M - $2.21M
|
155K
$13.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
40.1K+ 7.12% |
$1.97M - $2.21M
|
604K
$54.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.8K+ 74.59% |
$1.95M - $2.19M
|
93.1K
$8.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
39.7K+ 40.95% |
$1.95M - $2.18M
|
136K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
38.6K+ 8.53% |
$1.9M - $2.13M
|
491K
$44M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
38K+ 35.67% |
$1.87M - $2.09M
|
145K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.9K+ 149.39% |
$1.81M - $2.03M
|
61.6K
$5.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
36.8K+ 43.65% |
$1.81M - $2.03M
|
121K
$10.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
36.4KNew |
$1.79M - $2.01M
|
36.4K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
36KNew |
$1.77M - $1.98M
|
36K
$3.23M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
35K+ 32.88% |
$1.72M - $1.93M
|
142K
$12.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34K+ 9.82% |
$1.67M - $1.87M
|
380K
$34.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
33.9KNew |
$1.67M - $1.87M
|
33.9K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32.8K+ 447.04% |
$1.61M - $1.81M
|
40.1K
$3.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
30.3K+ 104.1% |
$1.49M - $1.67M
|
59.5K
$5.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
30.1K+ 93.19% |
$1.48M - $1.66M
|
62.4K
$5.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
29.2K+ 375.77% |
$1.44M - $1.61M
|
37K
$3.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
29.2K+ 21.7% |
$1.43M - $1.61M
|
164K
$14.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
29KNew |
$1.42M - $1.59M
|
29K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
28.7KNew |
$1.41M - $1.58M
|
28.7K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.35M - $1.52M
|
27.5K
$2.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
27.5K+ 58.5% |
$1.35M - $1.51M
|
74.4K
$6.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
27.1K+ 1.43% |
$1.33M - $1.49M
|
1.92M
$172M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
26.7KNew |
$1.31M - $1.47M
|
26.7K
$2.39M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
26.1KNew |
$1.28M - $1.44M
|
26.1K
$2.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
26K+ 12.51% |
$1.28M - $1.43M
|
234K
$21M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
25.3KNew |
$1.24M - $1.39M
|
25.3K
$2.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25K+ 90.15% |
$1.23M - $1.37M
|
52.7K
$4.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
24.8KNew |
$1.22M - $1.37M
|
24.8K
$2.22M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.3K+ 44.28% |
$1.19M - $1.34M
|
79.1K
$7.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
24.1KNew |
$1.19M - $1.33M
|
24.1K
$2.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.7K+ 30.21% |
$1.16M - $1.3M
|
102K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.3KNew |
$1.14M - $1.28M
|
23.3K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
22.8KNew |
$1.12M - $1.25M
|
22.8K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
22.4K+ 4.18% |
$1.1M - $1.23M
|
557K
$49.9M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
22.4K+ 4.18% |
$1.1M - $1.23M
|
557K
$49.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22K+ 329.92% |
$1.08M - $1.21M
|
28.7K
$2.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.9K+ 16.1% |
$1.07M - $1.2M
|
158K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
21.9K+ 22.93% |
$1.07M - $1.2M
|
117K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
21.6KNew |
$1.06M - $1.19M
|
21.6K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
21.5K+ 77.59% |
$1.06M - $1.18M
|
49.2K
$4.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
21.4K+ 22.46% |
$1.05M - $1.18M
|
117K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.4KNew |
$1.05M - $1.18M
|
21.4K
$1.91M
|