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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.03% |
$71.8 - $95.3
|
2.9K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.41K- 25.06% |
$461K - $611K
|
19.2K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.08K- 13.53% |
$221K - $294K
|
19.7K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.13K+ 2.65% |
$80.9K - $107K
|
43.6K
$4.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-60.4K- 26.49% |
$4.34M - $5.76M
|
168K
$16.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-345- 3.91% |
$24.8K - $32.9K
|
8.47K
$821K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.24KNew |
$161K - $213K
|
2.24K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-246- 0.27% |
$17.7K - $23.4K
|
92K
$8.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.71K+ 5.13% |
$123K - $163K
|
35.1K
$3.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-49- 27.84% |
$3.52K - $4.67K
|
127
$12.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$718 - $953
|
8.28K
$802K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.2K- 12.09% |
$2.32M - $3.07M
|
235K
$22.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.25K+ 0.64% |
$89.8K - $119K
|
198K
$19.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.52K- 0.91% |
$181K - $241K
|
274K
$26.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.75K- 49.92% |
$556K - $738K
|
7.77K
$753K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-405- 2.36% |
$29.1K - $38.6K
|
16.8K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-152K- 3.21% |
$10.9M - $14.5M
|
4.59M
$445M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-253- 5.72% |
$18.2K - $24.1K
|
4.17K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-479- 1.42% |
$34.4K - $45.7K
|
33.3K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-9.44K- 19.34% |
$678K - $900K
|
39.4K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
9.8K+ 24.22% |
$704K - $934K
|
50.3K
$4.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 20.85% |
$241K - $320K
|
19.5K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45K+ 34.72% |
$104K - $138K
|
5.64K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.24K- 7.35% |
$304K - $404K
|
53.4K
$5.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.39K+ 2.38% |
$172K - $228K
|
103K
$9.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
37.8KNew |
$2.72M - $3.6M
|
37.8K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.45K+ 2.87% |
$104K - $138K
|
51.9K
$5.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 60.21% |
$2.87M - $3.81M
|
106K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.38K- 2.61% |
$171K - $226K
|
88.6K
$8.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-2.3K- 8.14% |
$165K - $219K
|
25.9K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-882- 4.35% |
$63.4K - $84.1K
|
19.4K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
58+ 0.56% |
$4.17K - $5.53K
|
10.5K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.6K+ 88.2% |
$1.19M - $1.58M
|
35.4K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
69.6K+ 6.22% |
$5M - $6.63M
|
1.19M
$115M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.23% |
$575 - $763
|
3.44K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-216- 0.49% |
$15.5K - $20.6K
|
43.8K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$169K - $224K
|
2.35K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 0.31% |
$7.04K - $9.34K
|
31.8K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.33KNew |
$167K - $222K
|
2.33K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.76% |
$1.44K - $1.91K
|
2.63K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-116- 1.43% |
$8.33K - $11.1K
|
7.97K
$773K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-53- 1.77% |
$3.81K - $5.05K
|
2.95K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
7.46KNew |
$536K - $711K
|
7.46K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.4K+ 5.5% |
$1.97M - $2.61M
|
525K
$50.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
4+ 0.01% |
$287 - $381
|
28.2K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-209- 0.73% |
$15K - $19.9K
|
28.5K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.28KNew |
$163K - $217K
|
2.28K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
406+ 0.14% |
$29.2K - $38.7K
|
292K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
16.4K+ 7.31% |
$1.18M - $1.56M
|
241K
$23.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-5.28K- 46.91% |
$380K - $504K
|
5.98K
$580K
|