Latest Institutional Transactions on Spdr Portfolio (SPYG)
This table provides information on the latest institutional transactions involving Spdr Portfolio (SPYG) 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$63.1 - $73.7
|
118K
$9.43M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$63.1 - $73.7
|
154K
$12.3M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6- 0.14% |
$379 - $442
|
4.21K
$338K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-148- 44.05% |
$9.34K - $10.9K
|
188
$15.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-200- 2.78% |
$12.6K - $14.7K
|
7K
$561K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
326+ 3.44% |
$20.6K - $24K
|
9.81K
$786K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
88New |
$5.55K - $6.49K
|
88
$7.05K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 3.72% |
$226K - $264K
|
99.9K
$8M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.14K- 2.59% |
$72.2K - $84.3K
|
43.1K
$3.45M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.6KNew |
$290K - $339K
|
4.6K
$369K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.79M+ 441.67% |
$113M - $132M
|
2.19M
$176M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.87K+ 6.49% |
$181K - $212K
|
47.2K
$3.78M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.23K- 1.88% |
$267K - $312K
|
221K
$17.7M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.28K- 20.84% |
$80.5K - $94K
|
4.84K
$388K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81.7K+ 92.93% |
$5.16M - $6.03M
|
170K
$13.6M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.36K+ 1.96% |
$528K - $616K
|
435K
$34.8M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
62.4K+ 110.32% |
$3.94M - $4.6M
|
119K
$9.54M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-605- 17.92% |
$38.2K - $44.6K
|
2.77K
$222K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-8.92K- 3.72% |
$563K - $657K
|
231K
$18.5M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.09% |
$3.22K - $3.76K
|
58.7K
$4.7M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.06K+ 1788.14% |
$66.6K - $77.8K
|
1.11K
$89.3K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
4.09KNew |
$258K - $301K
|
4.09K
$327K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.1K+ 35.68% |
$698K - $816K
|
42.1K
$3.37M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
78.1K+ 138.13% |
$4.93M - $5.76M
|
135K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-96.6K- 57.16% |
$6.1M - $7.12M
|
72.4K
$5.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.34K- 1.18% |
$527K - $615K
|
699K
$56M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.8K+ 12649.53% |
$1.69M - $1.98M
|
27K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 5.7% |
$1.76M - $2.06M
|
462K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.22K- 0.68% |
$329K - $385K
|
765K
$61.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46+ 0.3% |
$2.9K - $3.39K
|
15.5K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
574+ 1.01% |
$36.2K - $42.3K
|
57.5K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-244- 7.99% |
$15.4K - $18K
|
2.81K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-366- 6.64% |
$23.1K - $27K
|
5.15K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-417- 5.47% |
$26.3K - $30.7K
|
7.21K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-513K- 28.93% |
$32.4M - $37.8M
|
1.26M
$101M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.2K+ 8.24% |
$75.4K - $88.1K
|
15.7K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96.5K+ 56.34% |
$6.09M - $7.12M
|
268K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.29K+ 6.65% |
$397K - $464K
|
101K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
750K+ 10.51% |
$47.4M - $55.3M
|
7.89M
$632M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-209- 4.16% |
$13.2K - $15.4K
|
4.81K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.17K- 1.98% |
$73.9K - $86.3K
|
57.9K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$126 - $147
|
3.22K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 2.81% |
$11M - $12.9M
|
6.4M
$513M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-50.1K- 84.7% |
$3.16M - $3.69M
|
9.04K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.2K- 41.34% |
$1.97M - $2.3M
|
44.3K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-725- 4.58% |
$45.8K - $53.5K
|
15.1K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
58.4K+ 3.21% |
$3.69M - $4.31M
|
1.88M
$151M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
112K+ 23.34% |
$7.06M - $8.25M
|
591K
$47.4M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.02K- 7.5% |
$127K - $149K
|
24.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.59KNew |
$542K - $633K
|
8.59K
$688K
|
|