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 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 5.26% |
$49.5 - $52.6
|
20
$1.42K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
861KNew |
$40.2M - $44M
|
861K
$61.2M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
79.2KNew |
$3.69M - $4.05M
|
79.2K
$5.63M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.95K- 0.68% |
$90.8K - $99.5K
|
283K
$20.1M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.44KNew |
$67.1K - $73.6K
|
1.44K
$102K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
26New |
$1.11K - $1.29K
|
26
$1.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22K+ 146833.33% |
$941K - $1.09M
|
22K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10New |
$427 - $495
|
10
$711
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
164KNew |
$7M - $8.1M
|
164K
$11.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-20- 50.0% |
$854 - $989
|
20
$1.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
354New |
$15.1K - $17.5K
|
354
$25.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$10.6K - $12.3K
|
249
$17.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.95K- 15.07% |
$83.5K - $99.4K
|
11K
$781K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 6.98% |
$76.3K - $90.8K
|
27.3K
$1.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-81.9K- 36.78% |
$3.5M - $4.17M
|
141K
$10M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.3K- 40.74% |
$612K - $729K
|
20.8K
$1.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$55.6K - $66.2K
|
1.3K
$92.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-77- 1.36% |
$3.29K - $3.92K
|
5.57K
$396K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
486+ 2.82% |
$20.8K - $24.8K
|
17.7K
$1.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
45New |
$1.93K - $2.29K
|
45
$3.2K
|
|
| 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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-121Closed |
$5.44K - $6.72K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
87.9KNew |
$3.95M - $4.88M
|
87.9K
$6.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$8.99K - $11.1K
|
200
$14.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.79KClosed |
$170K - $210K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-113KClosed |
$5.09M - $6.28M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-22.7KClosed |
$1.02M - $1.26M
|
0
$0
|
|
|
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
$1.18M
|
|
|
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
$1.56K
|
|
| 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
$818K
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
18.1KNew |
$987K - $1.07M
|
18.1K
$1.29M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-290Closed |
$15.7K - $16.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
144+ 107.46% |
$7.8K - $8.3K
|
278
$19.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-4- 8.0% |
$217 - $231
|
46
$3.27K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-49Closed |
$2.65K - $2.83K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
141New |
$7.47K - $7.86K
|
141
$10K
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-10Closed |
$530 - $558
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$212 - $223
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-354Closed |
$17.3K - $18.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$4.4K - $4.76K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.75KNew |
$85.7K - $92.6K
|
1.75K
$125K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.38KClosed |
$99.9K - $117K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-124Closed |
$5.21K - $6.11K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76Closed |
$3.03K - $3.45K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.26KClosed |
$201K - $259K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.41KClosed |
$237K - $306K
|
0
$0
|
|