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 |
---|---|---|---|---|---|---|---|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-18.4K- 1.93% |
$1.26M - $1.49M
|
933K
$77M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23.5K+ 6.2% |
$1.62M - $1.91M
|
403K
$33.3M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.8K+ 7.28% |
$739K - $871K
|
159K
$13.1M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-888- 55.12% |
$61K - $71.9K
|
723
$59.6K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
855+ 1.98% |
$58.7K - $69.2K
|
43.9K
$3.63M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.32MNew |
$90.8M - $107M
|
1.32M
$109M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.57K+ 18.57% |
$177K - $208K
|
16.4K
$1.35M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
45.2KNew |
$3.11M - $3.66M
|
45.2K
$3.73M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16.9KNew |
$1.16M - $1.37M
|
16.9K
$1.4M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108+ 2.28% |
$7.42K - $8.74K
|
4.84K
$400K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
261K+ 11.92% |
$18M - $21.2M
|
2.45M
$202M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
313K+ 10.86% |
$21.5M - $25.4M
|
3.2M
$264M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-15- -0.0% |
$1.03K - $1.21K
|
306K
$25.2M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.5K- 15.95% |
$1.48M - $1.74M
|
113K
$9.34M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$4.47K - $5.26K
|
65
$5.36K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-431- 1.39% |
$29.6K - $34.9K
|
30.6K
$2.53M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.68K+ 11.65% |
$184K - $217K
|
25.6K
$2.12M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.51K+ 2.21% |
$104K - $122K
|
69.9K
$5.77M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 1.94% |
$1.03K - $1.21K
|
787
$64.9K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3.17K- 5.48% |
$218K - $257K
|
54.7K
$4.52M
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-173K- 25.85% |
$11.9M - $14M
|
497K
$41M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-703- 2.76% |
$48.3K - $56.9K
|
24.7K
$2.04M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158K+ 605.92% |
$10.9M - $12.8M
|
184K
$15.2M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11K+ 48.03% |
$756K - $890K
|
33.9K
$2.8M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.34K- 1.57% |
$367K - $432K
|
334K
$27.6M
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.8K+ 1.98% |
$123K - $145K
|
92.2K
$7.61M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
92.4KNew |
$6.35M - $7.48M
|
92.4K
$7.62M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-13K- 26.19% |
$892K - $1.05M
|
36.6K
$3.02M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$3.5K - $4.13K
|
51
$4.21K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66.7K+ 24.91% |
$4.58M - $5.4M
|
335K
$27.6M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47K+ 14.49% |
$3.23M - $3.8M
|
371K
$30.6M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-404- 3.41% |
$27.8K - $32.7K
|
11.4K
$943K
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
49.2KNew |
$3.38M - $3.98M
|
49.2K
$4.06M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.5KNew |
$722K - $850K
|
10.5K
$867K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.3K+ 8.16% |
$158K - $186K
|
30.5K
$2.52M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20KNew |
$1.38M - $1.62M
|
20K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.6K+ 57.47% |
$730K - $860K
|
29.1K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.79K+ 4.15% |
$123K - $145K
|
44.9K
$3.7M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.25M+ 58789.41% |
$154M - $182M
|
2.25M
$186M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.51K- 89.46% |
$173K - $203K
|
296
$24.4K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
255+ 3.54% |
$17.5K - $20.6K
|
7.46K
$615K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
445New |
$30.6K - $36K
|
445
$36.7K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22+ 0.46% |
$1.51K - $1.78K
|
4.84K
$399K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 4.36% |
$1.01M - $1.19M
|
352K
$29.1M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-34.5K- 52.96% |
$2.37M - $2.79M
|
30.6K
$2.53M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-87- 0.47% |
$5.98K - $7.04K
|
18.5K
$1.53M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
2.86K+ 31.63% |
$196K - $231K
|
11.9K
$982K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
602+ 7.06% |
$41.4K - $48.7K
|
9.13K
$753K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-631K- 2.92% |
$43.4M - $51.1M
|
21M
$1.73B
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.22K+ 6.41% |
$633K - $746K
|
153K
$12.6M
|