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 |
---|---|---|---|---|---|---|---|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
647New |
$52.9K - $59.1K
|
647
$58K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
30+ 0.13% |
$2.45K - $2.74K
|
22.8K
$2.05M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.01K- 21.14% |
$164K - $183K
|
7.48K
$670K
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
217KNew |
$17.7M - $19.8M
|
217K
$19.4M
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-520- 1.83% |
$42.5K - $47.5K
|
27.8K
$2.49M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.78M+ 194.9% |
$227M - $254M
|
4.21M
$377M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
246+ 5.08% |
$20.1K - $22.5K
|
5.09K
$456K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-953- 5.23% |
$77.9K - $87.1K
|
17.3K
$1.55M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.8KNew |
$1.29M - $1.45M
|
15.8K
$1.42M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-22- 0.23% |
$1.8K - $2.01K
|
9.4K
$842K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-6.05K- 2.89% |
$494K - $552K
|
203K
$18.2M
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$531K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.03% |
$245 - $274
|
11K
$985K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.39K- 5.46% |
$195K - $218K
|
41.4K
$3.71M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.26K- 11.5% |
$267K - $298K
|
25.1K
$2.25M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-310- 81.15% |
$25.3K - $28.3K
|
72
$6.45K
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.89K+ 186.76% |
$808K - $903K
|
15.2K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
20.2K+ 28.9% |
$1.65M - $1.85M
|
90.2K
$8.08M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.34K- 90.48% |
$191K - $214K
|
246
$22K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.01K+ 35.01% |
$82.9K - $92.7K
|
3.91K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 0.65% |
$360K - $402K
|
681K
$61M
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.11K+ 0.18% |
$91.1K - $102K
|
622K
$55.7M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
56.2KNew |
$4.6M - $5.14M
|
56.2K
$5.04M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$311K - $348K
|
3.81K
$341K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 0.39% |
$156K - $175K
|
488K
$43.7M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.6K+ 95.59% |
$3.81M - $4.26M
|
95.3K
$8.54M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-115K- 66.51% |
$9.37M - $10.5M
|
57.7K
$5.17M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 14.68% |
$192K - $214K
|
13.6K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-62- 1.33% |
$5.07K - $5.67K
|
4.6K
$412K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
398K+ 111.05% |
$32.5M - $36.3M
|
756K
$67.7M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-109- 0.19% |
$8.91K - $9.96K
|
58.4K
$5.23M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.61M+ 148942.8% |
$295M - $330M
|
3.61M
$324M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
408+ 137.84% |
$33.3K - $37.3K
|
704
$63.1K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-305- 15.86% |
$24.9K - $27.9K
|
1.62K
$145K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.84K- 10.82% |
$314K - $351K
|
31.6K
$2.83M
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
17.8KNew |
$1.46M - $1.63M
|
17.8K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.69KNew |
$465K - $520K
|
5.69K
$510K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.1K+ 0.48% |
$1.15M - $1.29M
|
2.93M
$262M
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20.7K- 10.02% |
$1.69M - $1.89M
|
185K
$16.6M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
35.6K+ 1.51% |
$2.91M - $3.25M
|
2.39M
$214M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.2KNew |
$1.32M - $1.48M
|
16.2K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.81KNew |
$230K - $257K
|
2.81K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-132- 2.99% |
$10.8K - $12.1K
|
4.29K
$384K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.3K- 59.9% |
$839K - $938K
|
6.88K
$616K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.74K- 28.35% |
$551K - $616K
|
17K
$1.53M
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
595+ 6.69% |
$48.6K - $54.4K
|
9.49K
$850K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
64.5K+ 4.89% |
$5.27M - $5.9M
|
1.38M
$124M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
71.4K+ 185.92% |
$5.84M - $6.53M
|
110K
$9.84M
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.29M+ 182.57% |
$106M - $118M
|
2M
$179M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.25K+ 13.65% |
$102K - $114K
|
10.4K
$929K
|