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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.69K- 45.37% |
$156K - $175K
|
3.24K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.28KNew |
$189K - $213K
|
3.28K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.37K+ 5.51% |
$137K - $154K
|
45.4K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
119KNew |
$6.91M - $7.75M
|
119K
$8.48M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.6K- 16.29% |
$1.07M - $1.21M
|
95.5K
$6.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-209- 4.67% |
$12.1K - $13.6K
|
4.26K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-159- 3.59% |
$9.2K - $10.3K
|
4.26K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$2.08K - $2.34K
|
36
$2.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.33KNew |
$76.7K - $86K
|
1.33K
$94.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.66K - $2.99K
|
46
$3.27K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
66New |
$3.82K - $4.28K
|
66
$4.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
137New |
$7.93K - $8.89K
|
137
$9.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 19.93% |
$124K - $139K
|
12.9K
$917K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 0.07% |
$57.9 - $64.9
|
1.42K
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
233New |
$13.5K - $15.1K
|
233
$16.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.59K- 96.47% |
$89.9K - $96.7K
|
58
$4.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 6.09% |
$71.6K - $77K
|
19.5K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.91K+ 38.38% |
$108K - $116K
|
6.87K
$488K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477New |
$27K - $29.1K
|
477
$33.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.7K- 94.6% |
$2.2M - $2.36M
|
2.21K
$157K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$6.57K - $7.07K
|
116
$8.24K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$453 - $488
|
8
$569
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9K- 3.15% |
$510K - $549K
|
276K
$19.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$10.3K - $11.1K
|
182
$12.9K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
193+ 438.64% |
$10.5K - $11.5K
|
237
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.57KNew |
$302K - $332K
|
5.57K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-69.3K- 83.0% |
$3.76M - $4.14M
|
14.2K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.42K- 2.29% |
$77K - $84.7K
|
60.6K
$4.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-312- 70.43% |
$16.9K - $18.6K
|
131
$9.31K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
65.5K+ 18.48% |
$3.15M - $3.64M
|
420K
$29.9M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300New |
$14.4K - $16.6K
|
300
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-779- 50.42% |
$37.4K - $43.2K
|
766
$54.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.44KNew |
$309K - $357K
|
6.44K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.95KNew |
$430K - $496K
|
8.95K
$636K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$481K - $555K
|
10K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
623New |
$29.9K - $34.6K
|
623
$44.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
104New |
$5K - $5.77K
|
104
$7.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.09K+ 32.63% |
$101K - $116K
|
8.51K
$605K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-307- 72.92% |
$14.8K - $17K
|
114
$8.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.39K- 99.0% |
$66.6K - $76.9K
|
14
$995
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.1K+ 120.93% |
$856K - $928K
|
31.2K
$2.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48.8KNew |
$2.45M - $2.65M
|
48.8K
$3.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-78.2K- 57.38% |
$3.92M - $4.24M
|
58.1K
$4.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.98KNew |
$199K - $216K
|
3.98K
$283K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$50.1 - $54.3
|
1
$71.1
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.2K- 48.04% |
$311K - $336K
|
6.71K
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$1.65K - $1.79K
|
33
$2.35K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.17% |
$445 - $474
|
777
$55.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.58K- 23.98% |
$128K - $136K
|
8.19K
$582K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.91K- 18.87% |
$94.2K - $100K
|
8.19K
$582K
|
|