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 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.1K+ 120.93% |
$856K - $928K
|
31.2K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48.8KNew |
$2.45M - $2.65M
|
48.8K
$3.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-78.2K- 57.38% |
$3.92M - $4.24M
|
58.1K
$3.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.98KNew |
$199K - $216K
|
3.98K
$254K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$50.1 - $54.3
|
1
$63.8
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.2K- 48.04% |
$311K - $336K
|
6.71K
$428K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$1.65K - $1.79K
|
33
$2.1K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.1K+ 101.42% |
$3.27M - $3.48M
|
131K
$8.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.17% |
$445 - $474
|
777
$49.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.58K- 23.98% |
$128K - $136K
|
8.19K
$522K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.91K- 18.87% |
$94.2K - $100K
|
8.19K
$522K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 105.0% |
$2.08K - $2.21K
|
82
$5.23K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 5.26% |
$49.5 - $52.6
|
20
$1.28K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4KNew |
$198K - $210K
|
4K
$255K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
861KNew |
$40.2M - $44M
|
861K
$54.9M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
79.2KNew |
$3.69M - $4.05M
|
79.2K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.44KNew |
$67.1K - $73.6K
|
1.44K
$91.8K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.95K- 0.68% |
$90.8K - $99.5K
|
283K
$18.1M
|
|
| Q4 2022 | |||||||
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
205+ 14.47% |
$8.76K - $10.1K
|
1.62K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22K+ 146833.33% |
$941K - $1.09M
|
22K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
26New |
$1.11K - $1.29K
|
26
$1.66K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10New |
$427 - $495
|
10
$638
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
164KNew |
$7M - $8.1M
|
164K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-20- 50.0% |
$854 - $989
|
20
$1.28K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
354New |
$15.1K - $17.5K
|
354
$22.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$10.6K - $12.3K
|
249
$15.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.95K- 15.07% |
$83.5K - $99.4K
|
11K
$701K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 6.98% |
$76.3K - $90.8K
|
27.3K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-81.9K- 36.78% |
$3.5M - $4.17M
|
141K
$8.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.3K- 40.74% |
$612K - $729K
|
20.8K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
28New |
$1.2K - $1.43K
|
28
$1.79K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$55.6K - $66.2K
|
1.3K
$82.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-77- 1.36% |
$3.29K - $3.92K
|
5.57K
$355K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
486+ 2.82% |
$20.8K - $24.8K
|
17.7K
$1.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
45New |
$1.93K - $2.29K
|
45
$2.87K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-44Closed |
$1.98K - $2.44K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
87.9KNew |
$3.95M - $4.88M
|
87.9K
$5.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-121Closed |
$5.44K - $6.72K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$8.99K - $11.1K
|
200
$12.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.79KClosed |
$170K - $210K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-22.7KClosed |
$1.02M - $1.26M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-113KClosed |
$5.09M - $6.28M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-246- 2.85% |
$11.1K - $13.7K
|
8.38K
$535K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.96KClosed |
$268K - $331K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$838K - $965K
|
16.5K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.11KClosed |
$208K - $239K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22New |
$1.11K - $1.28K
|
22
$1.4K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2KClosed |
$518K - $596K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-355Closed |
$19.3K - $20.9K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11.5KNew |
$627K - $678K
|
11.5K
$734K
|
|