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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.64KNew |
$206K - $222K
|
3.64K
$225K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.75K- 3.54% |
$156K - $168K
|
75K
$4.65M
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 1.7% |
$2.66K - $2.92K
|
2.93K
$181K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.06KNew |
$383K - $421K
|
7.06K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.7KNew |
$1.12M - $1.24M
|
20.7K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 4.94% |
$133K - $146K
|
52K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.2K+ 49.8% |
$555K - $611K
|
30.8K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
158K+ 73.41% |
$8.55M - $9.41M
|
372K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.41KNew |
$185K - $203K
|
3.41K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-31.2K- 45.13% |
$1.69M - $1.86M
|
37.9K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 8.31% |
$683K - $751K
|
164K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36+ 0.75% |
$1.95K - $2.15K
|
4.85K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9K+ 146.84% |
$1.51M - $1.67M
|
46.9K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 16.21% |
$120K - $132K
|
11.5K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.13KNew |
$224K - $246K
|
4.13K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.94KNew |
$539K - $593K
|
9.94K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 18.49% |
$386K - $425K
|
45.7K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54K+ 9.28% |
$83.4K - $91.8K
|
18.1K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.23K- 15.0% |
$392K - $431K
|
40.9K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.76KNew |
$204K - $224K
|
3.76K
$233K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.05KNew |
$220K - $242K
|
4.05K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.95K+ 646.8% |
$268K - $295K
|
5.71K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
879+ 9.89% |
$47.7K - $52.5K
|
9.76K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.3K+ 39.41% |
$557K - $613K
|
36.3K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-69.3K- 83.0% |
$3.76M - $4.14M
|
14.2K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.57KNew |
$302K - $332K
|
5.57K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-681- 0.88% |
$36.9K - $40.6K
|
76.5K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.67K+ 14.34% |
$416K - $458K
|
61.1K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.64KNew |
$89.1K - $98.1K
|
1.64K
$102K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.64K- 7.09% |
$197K - $217K
|
47.7K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-48- 1.77% |
$2.6K - $2.86K
|
2.67K
$165K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.21KNew |
$391K - $430K
|
7.21K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 15.49% |
$69.7K - $76.7K
|
9.59K
$594K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
418+ 13.37% |
$22.7K - $24.9K
|
3.54K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.51K- 5.6% |
$81.9K - $90.1K
|
25.5K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 25.71% |
$976 - $1.07K
|
88
$5.45K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.19K- 55.69% |
$336K - $369K
|
4.92K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$54.2 - $59.7
|
1
$61.9
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
61+ 5.99% |
$3.31K - $3.64K
|
1.08K
$66.9K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 5.96% |
$6.95M - $7.66M
|
2.28M
$141M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100- 1.99% |
$5.42K - $5.97K
|
4.92K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 30.45% |
$679K - $747K
|
53.6K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.09% |
$1.08K - $1.19K
|
23.1K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41New |
$2.22K - $2.45K
|
41
$2.54K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.03K+ 14.77% |
$110K - $121K
|
15.8K
$978K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-949- 3.0% |
$51.4K - $56.6K
|
30.7K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-25.2K- 27.56% |
$1.37M - $1.5M
|
66.2K
$4.1M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.47KNew |
$188K - $207K
|
3.47K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.7K+ 57.3% |
$1.77M - $1.95M
|
89.7K
$5.56M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
864+ 15.0% |
$46.8K - $51.6K
|
6.62K
$410K
|
|