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 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-37- 0.36% |
$2.05K - $2.55K
|
10.2K
$725K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.18% |
$167 - $207
|
1.68K
$119K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-729- 4.52% |
$40.5K - $50.3K
|
15.4K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.08K- 2.85% |
$60K - $74.6K
|
36.9K
$2.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.94% |
$222 - $276
|
428
$30.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.39% |
$3.25M - $4.05M
|
279K
$19.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-547- 5.91% |
$30.4K - $37.7K
|
8.71K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
3.1K+ 8.49% |
$172K - $214K
|
39.5K
$2.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-430- 33.46% |
$23.9K - $29.7K
|
855
$60.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.61K+ 1.3% |
$256K - $318K
|
360K
$25.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
221New |
$12.3K - $15.2K
|
221
$15.7K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
81+ 1.96% |
$5.01K - $5.41K
|
4.21K
$299K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-762- 42.5% |
$47.2K - $50.9K
|
1.03K
$73.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 0.66% |
$1.49K - $1.6K
|
3.65K
$259K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-298- 78.84% |
$18.4K - $19.9K
|
80
$5.69K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-5- 7.58% |
$310 - $334
|
61
$4.34K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86K+ 16.14% |
$115K - $124K
|
13.4K
$950K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.26KNew |
$78.3K - $84.4K
|
1.26K
$89.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 48.62% |
$3.28K - $3.54K
|
56
$3.98K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 10.0% |
$124 - $134
|
22
$1.56K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.91KNew |
$366K - $394K
|
5.91K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
682+ 8.78% |
$42.2K - $45.6K
|
8.45K
$600K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
339New |
$21K - $22.6K
|
339
$24.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-80- 13.31% |
$4.95K - $5.34K
|
521
$37K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.96K- 98.4% |
$369K - $398K
|
97
$6.89K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.2K+ 2.82% |
$2.29M - $2.41M
|
1.32M
$93.6M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
8.15KNew |
$515K - $543K
|
8.15K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 2.3% |
$126 - $133
|
89
$6.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
121New |
$7.65K - $8.06K
|
121
$8.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.29K+ 2.11% |
$81.6K - $86K
|
62.4K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40K- 50.0% |
$2.53M - $2.66M
|
40K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
361New |
$22.8K - $24.1K
|
361
$25.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
531+ 14.01% |
$33.6K - $35.4K
|
4.32K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 3.08% |
$126 - $133
|
67
$4.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 7.5% |
$569 - $600
|
129
$9.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
734New |
$46.4K - $48.9K
|
734
$52.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$29.4M - $31M
|
465K
$33M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.01KNew |
$317K - $334K
|
5.01K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
143New |
$9.04K - $9.53K
|
143
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$14.5K - $15.3K
|
229
$16.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29New |
$1.83K - $1.93K
|
29
$2.06K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.8KNew |
$807K - $851K
|
12.8K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.73K- 28.32% |
$236K - $248K
|
9.43K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 0.09% |
$190 - $200
|
3.28K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
40+ 1.1% |
$2.53K - $2.67K
|
3.68K
$261K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.52K- 2.15% |
$95.8K - $101K
|
69K
$4.9M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
9.54KNew |
$552K - $620K
|
9.54K
$678K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.79KNew |
$277K - $311K
|
4.79K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 6.02% |
$1.74K - $1.95K
|
528
$37.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.38K- 12.03% |
$79.7K - $89.5K
|
10.1K
$716K
|
|