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 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.27K- 18.46% |
$62.4K - $69.9K
|
5.6K
$511K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 21.81% |
$64.3K - $72.1K
|
4.69K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.34K- 31.85% |
$65.9K - $73.8K
|
2.87K
$262K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.35K- 9.36% |
$66.5K - $74.6K
|
13.1K
$1.19M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.36K- 8.46% |
$66.7K - $74.8K
|
14.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.39K- 42.86% |
$68.4K - $76.7K
|
1.86K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.4K- 18.38% |
$68.8K - $77.1K
|
6.22K
$567K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.54K- 1.69% |
$75.8K - $85K
|
89.8K
$8.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.55K- 2.14% |
$76K - $85.1K
|
70.7K
$6.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.62K- 14.1% |
$79.8K - $89.4K
|
9.89K
$901K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-1.72K- 4.14% |
$84.3K - $94.4K
|
39.7K
$3.62M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.82K- 4.93% |
$89.3K - $100K
|
35K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.9K- 1.89% |
$93.6K - $105K
|
98.8K
$9.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 1.74% |
$93.7K - $105K
|
107K
$9.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.97K- 30.43% |
$96.7K - $108K
|
4.5K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.97K- 27.91% |
$96.9K - $109K
|
5.09K
$464K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2K- 16.34% |
$98.2K - $110K
|
10.2K
$933K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2K- 15.13% |
$98.3K - $110K
|
11.2K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.01K- 0.53% |
$99K - $111K
|
380K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.04K- 8.32% |
$100K - $112K
|
22.5K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.14K- 1.02% |
$105K - $118K
|
208K
$18.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.24K- 4.75% |
$110K - $123K
|
44.8K
$4.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.27K- 2.02% |
$111K - $125K
|
110K
$10M
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.31K- 8.01% |
$114K - $127K
|
26.5K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-2.35K- 29.84% |
$116K - $130K
|
5.53K
$504K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-2.37K- 17.87% |
$116K - $130K
|
10.9K
$990K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 9.08% |
$120K - $135K
|
24.5K
$2.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.46K- 3.23% |
$121K - $135K
|
73.6K
$6.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.51K- 33.96% |
$124K - $138K
|
4.89K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 4.3% |
$124K - $139K
|
56K
$5.11M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.62K- 24.31% |
$129K - $144K
|
8.15K
$742K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-2.62K- 15.23% |
$129K - $144K
|
14.6K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 4.04% |
$130K - $145K
|
62.6K
$5.71M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.67K- 50.71% |
$131K - $147K
|
2.6K
$237K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.79K- 4.96% |
$137K - $154K
|
53.4K
$4.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 26.97% |
$153K - $171K
|
8.41K
$766K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.21K- 14.76% |
$157K - $176K
|
18.5K
$1.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.28K- 35.28% |
$161K - $181K
|
6.02K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.29K- 10.71% |
$162K - $181K
|
27.4K
$2.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.6K- 15.14% |
$177K - $198K
|
20.2K
$1.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.85K- 15.79% |
$189K - $212K
|
20.5K
$1.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-3.9K- 50.77% |
$191K - $215K
|
3.78K
$344K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.97K- 39.25% |
$195K - $219K
|
6.14K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.69K- 16.48% |
$231K - $258K
|
23.8K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.97K- 23.7% |
$244K - $274K
|
16K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 5.55% |
$250K - $280K
|
86.5K
$7.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-5.43K- 90.33% |
$267K - $299K
|
581
$52.9K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-5.58K- 3.43% |
$274K - $307K
|
157K
$14.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.63K- 2.81% |
$277K - $310K
|
195K
$17.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-5.67K- 17.31% |
$279K - $312K
|
27.1K
$2.47M
|