Latest Institutional Transactions on Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information on the latest institutional transactions involving Spdr Index Shs Fds S Spdr Port (SPGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.99K- 79.22% |
$442K - $466K
|
1.83K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
19K+ 329.77% |
$1.2M - $1.26M
|
24.7K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.7K- 8.48% |
$108K - $113K
|
18.4K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.73K- 28.32% |
$236K - $248K
|
9.43K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
48+ 0.51% |
$3.04K - $3.2K
|
9.48K
$620K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-22.1K- 48.04% |
$1.4M - $1.47M
|
23.9K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
99+ 0.76% |
$6.26K - $6.6K
|
13.2K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
532+ 3.27% |
$33.6K - $35.5K
|
16.8K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-644- 0.17% |
$40.7K - $42.9K
|
376K
$24.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 0.09% |
$190 - $200
|
3.28K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-584- 8.77% |
$36.9K - $38.9K
|
6.07K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
130+ 0.34% |
$8.22K - $8.66K
|
38.6K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
131+ 0.37% |
$8.28K - $8.73K
|
35.4K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.13% |
$379 - $400
|
4.78K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.94K+ 4.99% |
$249K - $262K
|
82.7K
$5.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.92K- 24.87% |
$248K - $261K
|
11.8K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
40+ 1.1% |
$2.53K - $2.67K
|
3.68K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.63K- 5.18% |
$356K - $375K
|
103K
$6.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33KNew |
$84.2K - $88.7K
|
1.33K
$87.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-81- 0.78% |
$5.12K - $5.4K
|
10.3K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-404- 4.15% |
$25.5K - $26.9K
|
9.34K
$611K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.52K- 2.15% |
$95.8K - $101K
|
69K
$4.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.84K+ 2.0% |
$433K - $456K
|
349K
$22.8M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.07K+ 37.11% |
$178K - $200K
|
11.4K
$743K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.79KNew |
$277K - $311K
|
4.79K
$313K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 81.25% |
$2.26K - $2.53K
|
87
$5.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
378New |
$21.9K - $24.5K
|
378
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 6.02% |
$1.74K - $1.95K
|
528
$34.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-913- 22.4% |
$52.8K - $59.3K
|
3.16K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 63.39% |
$23.1K - $26K
|
1.03K
$67.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
90+ 0.02% |
$5.21K - $5.84K
|
380K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
411+ 10.65% |
$23.8K - $26.7K
|
4.27K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.74K- 10.7% |
$564K - $633K
|
81.3K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
728+ 6.73% |
$42.1K - $47.3K
|
11.6K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107+ 1.08% |
$6.19K - $6.95K
|
10K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 0.68% |
$1.16K - $1.3K
|
2.95K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 7.65% |
$1.02M - $1.15M
|
214K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.38K- 12.03% |
$79.7K - $89.5K
|
10.1K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
378New |
$21.9K - $24.5K
|
378
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.3KNew |
$2.79M - $3.14M
|
48.3K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.28KNew |
$189K - $213K
|
3.28K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.69K- 45.37% |
$156K - $175K
|
3.24K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20K- 52.36% |
$1.16M - $1.3M
|
18.2K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-98- 2.02% |
$5.67K - $6.36K
|
4.75K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 27.53% |
$882K - $990K
|
70.6K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9- 0.04% |
$521 - $584
|
22.4K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-447- 4.09% |
$25.9K - $29K
|
10.5K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.19K- 12.96% |
$185K - $207K
|
21.4K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.7K+ 541.07% |
$2.12M - $2.38M
|
43.4K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 826.2% |
$896K - $1.01M
|
17.4K
$1.14M
|
|