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 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
21.1K+ 21.93% |
$1.04M - $1.16M
|
117K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
20.6K+ 17.63% |
$1.01M - $1.14M
|
138K
$12.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
20.5K+ 228.96% |
$1.01M - $1.13M
|
29.4K
$2.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
19.7K+ 2.76% |
$968K - $1.09M
|
734K
$66.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 1.57% |
$945K - $1.06M
|
1.25M
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.2K+ 177.78% |
$896K - $1M
|
28.5K
$2.59M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
18.2K+ 7.14% |
$895K - $1M
|
273K
$24.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
17.7KNew |
$871K - $976K
|
17.7K
$1.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
17.6K+ 39.22% |
$865K - $970K
|
62.5K
$5.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.5KNew |
$861K - $965K
|
17.5K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17.4K+ 15.27% |
$856K - $960K
|
132K
$12M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.4K+ 383.34% |
$854K - $957K
|
21.9K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
17.2K+ 10.19% |
$846K - $948K
|
186K
$17M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16.5KNew |
$813K - $911K
|
16.5K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
16.5K+ 14.49% |
$813K - $911K
|
131K
$11.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16.1K+ 14.65% |
$790K - $885K
|
126K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15.8K+ 7.2% |
$778K - $872K
|
236K
$21.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15.8K+ 13.02% |
$777K - $871K
|
137K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15.8K+ 39.07% |
$776K - $870K
|
56.2K
$5.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
15.5KNew |
$762K - $854K
|
15.5K
$1.41M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
15.5K+ 4.3% |
$760K - $851K
|
375K
$34.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
15.4K+ 45.27% |
$759K - $850K
|
49.5K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
15KNew |
$737K - $826K
|
15K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9KNew |
$733K - $821K
|
14.9K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.7KNew |
$725K - $812K
|
14.7K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14.6K+ 11.5% |
$717K - $804K
|
141K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.5K+ 299.69% |
$711K - $796K
|
19.3K
$1.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
14.3K+ 25.89% |
$704K - $789K
|
69.6K
$6.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14.3K+ 224.34% |
$702K - $786K
|
20.6K
$1.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.3K+ 68.75% |
$701K - $785K
|
35K
$3.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
14KNew |
$686K - $768K
|
14K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
13.8K+ 146.9% |
$680K - $762K
|
23.3K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13.8K+ 93.37% |
$678K - $760K
|
28.6K
$2.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
13.8K+ 113.27% |
$677K - $759K
|
25.9K
$2.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
13.5K+ 8.93% |
$663K - $743K
|
165K
$15M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13.1K+ 22.31% |
$646K - $724K
|
72K
$6.56M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13.1KNew |
$644K - $722K
|
13.1K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12.9K+ 3.42% |
$633K - $710K
|
390K
$35.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12.9K+ 65.98% |
$632K - $708K
|
32.4K
$2.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.8K+ 35.59% |
$631K - $707K
|
48.9K
$4.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1K+ 5.06% |
$597K - $669K
|
252K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
12.1K+ 25.86% |
$596K - $668K
|
59.1K
$5.38M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12.1KNew |
$596K - $668K
|
12.1K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11.7KNew |
$576K - $645K
|
11.7K
$1.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
11.5KNew |
$567K - $636K
|
11.5K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
11.2K+ 3.22% |
$549K - $615K
|
358K
$32.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.2K+ 34.72% |
$549K - $615K
|
43.3K
$3.95M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10.9K+ 24.87% |
$538K - $603K
|
55K
$5.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.7KNew |
$526K - $590K
|
10.7K
$975K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.7K+ 5.61% |
$525K - $588K
|
201K
$18.3M
|