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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-113K- 76.06% |
$5.44M - $6.27M
|
35.6K
$2.2M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-779- 50.42% |
$37.4K - $43.2K
|
766
$47.4K
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.95KNew |
$430K - $496K
|
8.95K
$554K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60+ 31.91% |
$2.88K - $3.33K
|
248
$15.3K
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$481K - $555K
|
10K
$619K
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.41% |
$48.1 - $55.5
|
72
$4.46K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
623New |
$29.9K - $34.6K
|
623
$38.6K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.42KNew |
$68.2K - $78.7K
|
1.42K
$87.8K
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
104New |
$5K - $5.77K
|
104
$6.44K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 1.47% |
$2.36K - $2.72K
|
3.28K
$203K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
64+ 1.03% |
$3.08K - $3.55K
|
6.27K
$388K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.09K+ 32.63% |
$101K - $116K
|
8.51K
$527K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.71% |
$817 - $943
|
2.41K
$149K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-307- 72.92% |
$14.8K - $17K
|
114
$7.06K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 13.27% |
$6.87K - $7.93K
|
1.22K
$75.6K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
139+ 1.03% |
$6.68K - $7.71K
|
13.7K
$847K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.39K- 99.0% |
$66.6K - $76.9K
|
14
$866
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.74KNew |
$287K - $311K
|
5.74K
$355K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.1K+ 120.93% |
$856K - $928K
|
31.2K
$1.93M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48.8KNew |
$2.45M - $2.65M
|
48.8K
$3.02M
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-78.2K- 57.38% |
$3.92M - $4.24M
|
58.1K
$3.59M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.98KNew |
$199K - $216K
|
3.98K
$246K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$50.1 - $54.3
|
1
$61.9
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.2K- 48.04% |
$311K - $336K
|
6.71K
$415K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
222New |
$11.1K - $12.1K
|
222
$13.7K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$1.65K - $1.79K
|
33
$2.04K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.1K+ 101.42% |
$3.27M - $3.48M
|
131K
$8.12M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.17% |
$445 - $474
|
777
$48.1K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-136- 17.73% |
$6.73K - $7.16K
|
631
$39.1K
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.58K- 23.98% |
$128K - $136K
|
8.19K
$507K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.91K- 18.87% |
$94.2K - $100K
|
8.19K
$507K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 105.0% |
$2.08K - $2.21K
|
82
$5.07K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 5.26% |
$49.5 - $52.6
|
20
$1.24K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4KNew |
$198K - $210K
|
4K
$247K
|
|
Q1 2023 | |||||||
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-17.8K- 28.98% |
$832K - $911K
|
43.7K
$2.71M
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
861KNew |
$40.2M - $44M
|
861K
$53.3M
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
79.2KNew |
$3.69M - $4.05M
|
79.2K
$4.9M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.44KNew |
$67.1K - $73.6K
|
1.44K
$89.1K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.95K- 0.68% |
$90.8K - $99.5K
|
283K
$17.5M
|
|
Q4 2022 | |||||||
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
205+ 14.47% |
$9.28K - $10.1K
|
1.62K
$100K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22K+ 146833.33% |
$997K - $1.09M
|
22K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
26New |
$1.18K - $1.29K
|
26
$1.61K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10New |
$453 - $495
|
10
$619
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.12KNew |
$186K - $204K
|
4.12K
$255K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
164KNew |
$7.42M - $8.1M
|
164K
$10.1M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-20- 50.0% |
$905 - $989
|
20
$1.24K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
354New |
$16K - $17.5K
|
354
$21.9K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$11.3K - $12.3K
|
249
$15.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.95K- 15.07% |
N/A
|
11K
$680K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 6.98% |
N/A
|
27.3K
$1.69M
|