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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-196- 17.33% |
$16K - $17.9K
|
935
$86.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
563+ 1.37% |
$46K - $51.4K
|
41.7K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-95- 2.23% |
$7.77K - $8.68K
|
4.17K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.65KNew |
$216K - $242K
|
2.65K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.64K+ 0.39% |
$216K - $242K
|
679K
$62.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.88K- 9.93% |
$481K - $537K
|
53.4K
$4.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
212New |
$17.3K - $19.4K
|
212
$19.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22- 0.48% |
$1.8K - $2.01K
|
4.58K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-7.11K- 0.68% |
$581K - $650K
|
1.04M
$96.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.86K+ 1.4% |
$152K - $170K
|
135K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
458+ 19.79% |
$37.4K - $41.9K
|
2.77K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 11.18% |
$548K - $612K
|
53.2K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.56KNew |
$128K - $143K
|
1.56K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.34K+ 23.68% |
$109K - $122K
|
6.98K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 126.89% |
$1.11M - $1.24M
|
24.3K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-46.9K- 35.45% |
$3.84M - $4.29M
|
85.5K
$7.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-97.4K- 44.89% |
$7.96M - $8.9M
|
119K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-634- 1.4% |
$51.8K - $57.9K
|
44.6K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$81.7 - $91.4
|
93.9K
$8.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.76K+ 8.1% |
$144K - $161K
|
23.4K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
147New |
$12K - $13.4K
|
147
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.39K+ 1.57% |
$359K - $401K
|
285K
$26.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.46K+ 14.27% |
$119K - $134K
|
11.7K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-691- 10.02% |
$56.5K - $63.1K
|
6.2K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
10New |
$817 - $914
|
10
$924
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.92K+ 36.37% |
$648K - $724K
|
29.7K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-164- 3.06% |
$13.4K - $15K
|
5.19K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 6.07% |
$178K - $198K
|
38K
$3.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.96K+ 16.25% |
$487K - $544K
|
42.6K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.72KNew |
$304K - $340K
|
3.72K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
679+ 1.64% |
$55.5K - $62K
|
42K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.58KNew |
$211K - $236K
|
2.58K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-87- 13.12% |
$7.11K - $7.95K
|
576
$53.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4K+ 129.78% |
$1.26M - $1.41M
|
27.4K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-13.2K- 10.77% |
$1.08M - $1.21M
|
109K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.04K- 99.9% |
$412K - $460K
|
5
$462
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
414+ 1.39% |
$33.8K - $37.8K
|
30.2K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
602KNew |
$49.2M - $55M
|
602K
$55.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-556- 2.51% |
$45.4K - $50.8K
|
21.6K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
471New |
$38.5K - $43K
|
471
$43.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 43.4% |
$1.93M - $2.16M
|
30.8K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-221- 2.05% |
$18.1K - $20.2K
|
10.6K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.1KNew |
$744K - $832K
|
9.1K
$841K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-12.1K- 3.11% |
$987K - $1.1M
|
376K
$34.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
188+ 0.73% |
$15.4K - $17.2K
|
26K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.2% |
$490 - $548
|
3.03K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.95KNew |
$323K - $361K
|
3.95K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.6K+ 23.7% |
$621K - $695K
|
39.7K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-214- 0.3% |
$17.5K - $19.6K
|
70.8K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
800+ 4.84% |
$65.4K - $73.1K
|
17.3K
$1.6M
|