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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.65% |
$1.45K - $1.53K
|
3.57K
$235K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.45K+ 21.99% |
$91.4K - $96.3K
|
8.02K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
373+ 8.73% |
$23.6K - $24.9K
|
4.64K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.29K+ 2.11% |
$81.6K - $86K
|
62.4K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
588+ 2.74% |
$37.2K - $39.2K
|
22K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.4K+ 38.56% |
$5.21M - $5.49M
|
296K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 25.24% |
$184K - $194K
|
14.5K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40K- 50.0% |
$2.53M - $2.66M
|
40K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
572+ 3.07% |
$36.2K - $38.1K
|
19.2K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.23K- 1.51% |
$77.5K - $81.7K
|
80.1K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
121New |
$7.65K - $8.06K
|
121
$7.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 2.3% |
$126 - $133
|
89
$5.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
166+ 3.49% |
$10.5K - $11.1K
|
4.92K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
244K+ 504.08% |
$15.4M - $16.2M
|
292K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.78% |
$1.2K - $1.27K
|
2.45K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 19.13% |
$854K - $900K
|
84.1K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$278K - $293K
|
4.4K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-138- 0.76% |
$8.73K - $9.2K
|
18.1K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
562+ 8.18% |
$35.5K - $37.5K
|
7.43K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
361New |
$22.8K - $24.1K
|
361
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24.9K- 6.56% |
$1.57M - $1.66M
|
355K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-258- 0.28% |
$16.3K - $17.2K
|
93.1K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.2K+ 20.61% |
$5.45M - $5.74M
|
504K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-166- 1.66% |
$10.5K - $11.1K
|
9.84K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21- 0.24% |
$1.33K - $1.4K
|
8.74K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155+ 1.36% |
$9.8K - $10.3K
|
11.5K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-497- 19.13% |
$31.4K - $33.1K
|
2.1K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
115+ 0.39% |
$7.27K - $7.66K
|
29.3K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2+ 0.06% |
$126 - $133
|
3.55K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
531+ 14.01% |
$33.6K - $35.4K
|
4.32K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 92.6% |
$1.02M - $1.07M
|
33.4K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.4K- 53.85% |
$3.06M - $3.22M
|
41.5K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
66New |
$4.17K - $4.4K
|
66
$4.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.95K+ 21.88% |
$566K - $597K
|
49.9K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.95K- 0.22% |
$313K - $330K
|
2.28M
$150M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 9.05% |
$69.2K - $73K
|
13.2K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364+ 5.86% |
$23K - $24.3K
|
6.57K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.83KNew |
$368K - $388K
|
5.83K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.02% |
$569 - $600
|
43.4K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-41- 37.27% |
$2.59K - $2.73K
|
69
$4.54K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
734New |
$46.4K - $48.9K
|
734
$48.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 17.65% |
$190 - $200
|
20
$1.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75+ 0.24% |
$4.74K - $5K
|
30.9K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 7.5% |
$569 - $600
|
129
$8.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 3.08% |
$126 - $133
|
67
$4.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$29.4M - $31M
|
465K
$30.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 1.1% |
$1.58K - $1.67K
|
2.29K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.2K- 66.23% |
$3.36M - $3.54M
|
27.1K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
741+ 12.77% |
$46.9K - $49.4K
|
6.54K
$430K
|