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 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
550+ 5.99% |
$30.5K - $38K
|
9.74K
$692K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
413+ 5.95% |
$22.9K - $28.5K
|
7.36K
$523K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-730- 37.69% |
$40.5K - $50.4K
|
1.21K
$85.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
661+ 8.97% |
$36.7K - $45.6K
|
8.03K
$571K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-125- 0.85% |
$6.94K - $8.63K
|
14.5K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-6.34K- 95.6% |
$352K - $438K
|
292
$20.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-298- 78.84% |
$16.5K - $20.6K
|
80
$5.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-9- 3.95% |
$500 - $621
|
219
$15.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.93KNew |
$163K - $202K
|
2.93K
$208K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 12.71% |
$56.1K - $69.8K
|
8.96K
$637K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-6.11K- 4.87% |
$339K - $422K
|
119K
$8.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
659New |
$36.6K - $45.5K
|
659
$46.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-699- 14.13% |
$38.8K - $48.2K
|
4.25K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
98+ 1.65% |
$5.44K - $6.76K
|
6.05K
$430K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
609+ 1.94% |
$33.8K - $42K
|
32.1K
$2.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.26K- 13.26% |
$69.8K - $86.7K
|
8.23K
$585K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
40.7K+ 85.16% |
$2.26M - $2.81M
|
88.5K
$6.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-216- 3.0% |
$12K - $14.9K
|
6.99K
$497K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-426- 1.77% |
$23.6K - $29.4K
|
23.7K
$1.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.84K+ 21.75% |
$269K - $334K
|
27.1K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-281- 5.59% |
$15.6K - $19.4K
|
4.74K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-560- 7.52% |
$31.1K - $38.6K
|
6.89K
$489K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.3K- 3.28% |
$183K - $228K
|
97.3K
$6.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 2.63% |
$14.9K - $18.6K
|
10.5K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
66+ 0.64% |
$3.66K - $4.55K
|
10.3K
$735K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
235+ 3.1% |
$13K - $16.2K
|
7.83K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-8.86K- 16.38% |
$491K - $611K
|
45.2K
$3.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 1.8% |
$4.77K - $5.93K
|
4.87K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
160+ 1.06% |
$8.88K - $11K
|
15.3K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
561+ 16.71% |
$31.1K - $38.7K
|
3.92K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-491- 0.67% |
$27.3K - $33.9K
|
73.1K
$5.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.49K- 5.86% |
$138K - $172K
|
40.1K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 0.86% |
$3.05K - $3.8K
|
6.45K
$458K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
403+ 1.27% |
$22.4K - $27.8K
|
32K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-160- 9.86% |
$8.88K - $11K
|
1.46K
$104K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.21K+ 0.32% |
$67K - $83.4K
|
373K
$26.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.39K- 5.88% |
$299K - $372K
|
86.2K
$6.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 10.19% |
$575K - $715K
|
112K
$7.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-152- 1.28% |
$8.44K - $10.5K
|
11.7K
$830K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
764+ 8.91% |
$42.4K - $52.7K
|
9.34K
$664K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
66+ 0.54% |
$3.66K - $4.55K
|
12.4K
$881K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
171New |
$9.49K - $11.8K
|
171
$12.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-91.4K- 93.87% |
$5.07M - $6.31M
|
5.97K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
5.8K+ 2.4% |
$322K - $400K
|
247K
$17.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.9K- 4.63% |
$216K - $269K
|
80.3K
$5.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-371- 1.45% |
$20.6K - $25.6K
|
25.3K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.76K+ 4.46% |
$97.6K - $121K
|
41.2K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-8.25K- 44.99% |
$458K - $569K
|
10.1K
$717K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.42K+ 6.26% |
$190K - $236K
|
58K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$200K - $248K
|
3.6K
$256K
|