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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$6.57K - $7.07K
|
116
$7.5K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$687K - $739K
|
12.1K
$783K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 1.2% |
$575K - $619K
|
858K
$55.5M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.9K+ 2.11% |
$107K - $116K
|
91.6K
$5.92M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.27KNew |
$129K - $138K
|
2.27K
$147K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.96K+ 4.17% |
$111K - $119K
|
48.9K
$3.16M
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$453 - $488
|
8
$517
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.54K- 24.03% |
$257K - $277K
|
14.4K
$929K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
3.09K+ 77.93% |
$175K - $188K
|
7.05K
$456K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.04KNew |
$342K - $369K
|
6.04K
$391K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
569New |
$32.2K - $34.7K
|
569
$36.8K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-24- 0.15% |
$1.36K - $1.46K
|
16.1K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.7K+ 2.89% |
$96.2K - $104K
|
60.5K
$3.91M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9K- 3.15% |
$510K - $549K
|
276K
$17.9M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.66% |
$907 - $976
|
2.43K
$157K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 44.74% |
$963 - $1.04K
|
55
$3.56K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.08K+ 17.39% |
$61.4K - $66.1K
|
7.31K
$473K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
919+ 1044.32% |
$52.1K - $56K
|
1.01K
$65.1K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.5K+ 30.4% |
$198K - $213K
|
15K
$971K
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-2.28K- 0.95% |
$129K - $139K
|
238K
$15.4M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 6.7% |
$61.7K - $66.4K
|
17.3K
$1.12M
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
443+ 1.09% |
$25.1K - $27K
|
41.2K
$2.67M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 0.91% |
$3.23K - $3.48K
|
6.33K
$409K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.42K+ 3.09% |
$194K - $209K
|
114K
$7.38M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.98% |
$680 - $732
|
1.23K
$79.7K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-61- 0.55% |
$3.46K - $3.72K
|
10.9K
$707K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.75KNew |
$326K - $351K
|
5.75K
$372K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.91KNew |
$108K - $116K
|
1.91K
$123K
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
124+ 0.91% |
$7.03K - $7.56K
|
13.8K
$893K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.7K- 3.55% |
$96.1K - $103K
|
46K
$2.98M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4+ 0.0% |
$227 - $244
|
94.1K
$6.08M
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.27K+ 0.61% |
$129K - $139K
|
375K
$24.3M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.78K+ 80.05% |
$271K - $292K
|
10.8K
$695K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 17.07% |
$397 - $427
|
48
$3.1K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
475+ 7.46% |
$26.9K - $29K
|
6.85K
$443K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-451- 9.16% |
$25.6K - $27.5K
|
4.47K
$289K
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
238+ 3.8% |
$13.5K - $14.5K
|
6.51K
$421K
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-328- 0.85% |
$18.6K - $20K
|
38.3K
$2.48M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.28K+ 9.23% |
$72.6K - $78.1K
|
15.2K
$980K
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
32+ 0.31% |
$1.81K - $1.95K
|
10.2K
$662K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 0.95% |
$163K - $175K
|
303K
$19.6M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.3K+ 28.63% |
$73.8K - $79.4K
|
5.85K
$378K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.79K+ 19.81% |
$101K - $109K
|
10.8K
$700K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
815+ 14.45% |
$46.2K - $49.7K
|
6.46K
$418K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50.4K- 3.7% |
$2.86M - $3.07M
|
1.31M
$84.8M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
958+ 1.28% |
$54.3K - $58.4K
|
75.8K
$4.9M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
442+ 3.48% |
$25K - $27K
|
13.1K
$850K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$10.3K - $11.1K
|
182
$11.8K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.31K+ 37.65% |
$74.1K - $79.7K
|
4.78K
$309K
|