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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-63.4K- 15.62% |
$3.67M - $4.11M
|
342K
$22.1M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.52K- 6.03% |
$262K - $294K
|
70.5K
$4.56M
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-913- 2.32% |
$52.8K - $59.3K
|
38.4K
$2.49M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 10.79% |
$761K - $854K
|
109K
$7.03M
|
|
Q2 2024 | |||||||
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
572+ 15.21% |
$32.4K - $34.9K
|
4.33K
$280K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
581+ 8.23% |
$32.9K - $35.4K
|
7.64K
$494K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-734- 3.17% |
$41.6K - $44.8K
|
22.4K
$1.45M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250+ 100.81% |
$14.2K - $15.2K
|
498
$32.2K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.29K+ 10.68% |
$186K - $201K
|
34.1K
$2.2M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.7K+ 287.68% |
$1.18M - $1.27M
|
28K
$1.81M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40K+ 100.0% |
$2.27M - $2.44M
|
79.9K
$5.17M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
452+ 13.26% |
$25.6K - $27.6K
|
3.86K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
882+ 8.87% |
$50K - $53.8K
|
10.8K
$700K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.59K- 96.47% |
$89.9K - $96.7K
|
58
$3.75K
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-40.7K- 9.69% |
$2.31M - $2.48M
|
380K
$24.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.2K+ 40.95% |
$3.81M - $4.1M
|
231K
$15M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 111.12% |
$1.14M - $1.23M
|
38.3K
$2.47M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.21K+ 53.5% |
$125K - $135K
|
6.34K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-32K- 84.37% |
$1.81M - $1.95M
|
5.93K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.03% |
$170 - $183
|
11.5K
$741K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
188New |
$10.7K - $11.5K
|
188
$12.2K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 45.38% |
$1.38M - $1.48M
|
78K
$5.04M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-461- 2.84% |
$26.1K - $28.1K
|
15.7K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.69K+ 18.42% |
$379K - $408K
|
43K
$2.78M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
310+ 3.23% |
$17.6K - $18.9K
|
9.9K
$640K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60+ 0.2% |
$3.4K - $3.66K
|
30.8K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.87K+ 187300.0% |
$106K - $114K
|
1.87K
$121K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-856- 3.36% |
$48.5K - $52.2K
|
24.6K
$1.59M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.8K+ 14.99% |
$3.16M - $3.4M
|
428K
$27.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 18.99% |
$823K - $886K
|
91K
$5.89M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 6.09% |
$71.6K - $77K
|
19.5K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.91K+ 38.38% |
$108K - $116K
|
6.87K
$444K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.36K+ 68.25% |
$190K - $205K
|
8.28K
$536K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
240New |
$13.6K - $14.6K
|
240
$15.5K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.08% |
$170 - $183
|
3.55K
$229K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 44.44% |
$1.81K - $1.95K
|
104
$6.72K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477New |
$27K - $29.1K
|
477
$30.8K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-11.7K- 74.18% |
$664K - $714K
|
4.08K
$264K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.42KNew |
$251K - $270K
|
4.42K
$286K
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
310+ 0.47% |
$17.6K - $18.9K
|
66.5K
$4.3M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 18.61% |
$60.2K - $64.8K
|
6.78K
$438K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
109New |
$6.18K - $6.65K
|
109
$7.05K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-342- 31.67% |
$19.4K - $20.9K
|
738
$47.7K
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
181+ 1.61% |
$10.3K - $11K
|
11.4K
$738K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-505- 12.46% |
$28.6K - $30.8K
|
3.55K
$229K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.7K- 94.6% |
$2.2M - $2.36M
|
2.21K
$143K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
246+ 3.71% |
$13.9K - $15K
|
6.87K
$444K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 40.31% |
$1.4M - $1.5M
|
85.8K
$5.55M
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.35K+ 11.72% |
$303K - $327K
|
51K
$3.3M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.8K+ 3.8% |
$4.92M - $5.29M
|
2.37M
$153M
|