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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-25- 0.68% |
$2K - $2.31K
|
3.63K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.54K+ 2.31% |
$283K - $327K
|
157K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-813- 2.72% |
$65.1K - $75.1K
|
29.1K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 11.65% |
$4.64K - $5.36K
|
556
$53.9K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
78.3KNew |
$6.26M - $7.23M
|
78.3K
$7.59M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-9.37K- 26.51% |
$750K - $865K
|
26K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.3K+ 12.38% |
$1.31M - $1.51M
|
148K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
22+ 0.64% |
$1.76K - $2.03K
|
3.45K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
20.1K+ 14.91% |
$1.61M - $1.85M
|
155K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-557- 0.95% |
$44.6K - $51.5K
|
57.9K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-672- 5.67% |
$53.8K - $62.1K
|
11.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.7K- 13.64% |
$216K - $249K
|
17.1K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.08M - $1.25M
|
13.5K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68.4K- 10.79% |
$5.48M - $6.32M
|
566K
$54.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.1K+ 14.34% |
$1.77M - $2.04M
|
176K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-96- 1.8% |
$7.68K - $8.87K
|
5.25K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
30.8K+ 8.29% |
$2.47M - $2.85M
|
403K
$39.1M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
518+ 7.19% |
$41.5K - $47.9K
|
7.72K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$1.13M - $1.3M
|
14.1K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
584K+ 7.16% |
$46.7M - $53.9M
|
8.73M
$847M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.77K- 5.23% |
$142K - $164K
|
32.2K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.09K- 22.58% |
$648K - $747K
|
27.7K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.65KNew |
$772K - $891K
|
9.65K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-422K- 31.47% |
$33.8M - $39M
|
920K
$89.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-12.5K- 65.25% |
$1M - $1.16M
|
6.68K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-358- 2.38% |
$28.7K - $33.1K
|
14.7K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
83+ 0.34% |
$6.64K - $7.67K
|
24.2K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1K+ 14.55% |
$1.21M - $1.4M
|
119K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-8.47K- 3.43% |
$678K - $782K
|
238K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-29.2K- 19.41% |
$2.33M - $2.69M
|
121K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98.7K+ 11.23% |
$7.9M - $9.12M
|
978K
$94.9M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-224- 4.57% |
$17.9K - $20.7K
|
4.68K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.9K- 26.17% |
$2M - $2.3M
|
70.4K
$6.82M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-38K- 65.86% |
$3.04M - $3.51M
|
19.7K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
23.5K+ 9.35% |
$1.88M - $2.17M
|
275K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
869K+ 94.09% |
$69.6M - $80.3M
|
1.79M
$174M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
815+ 1.06% |
$65.2K - $75.3K
|
77.8K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.7K+ 23.33% |
$855K - $987K
|
56.5K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.62K+ 8.46% |
$129K - $149K
|
20.7K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.66K- 1.94% |
$133K - $153K
|
83.8K
$8.13M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-33.6K- 37.21% |
$2.69M - $3.1M
|
56.6K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-48.7K- 15.98% |
$3.9M - $4.5M
|
256K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
41.2K+ 2.98% |
$3.3M - $3.81M
|
1.42M
$138M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.25K+ 1.81% |
$580K - $670K
|
407K
$39.5M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
15.1KNew |
$1.21M - $1.4M
|
15.1K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.7% |
$480 - $554
|
863
$83.7K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.01K- 2.65% |
$241K - $278K
|
111K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.25K+ 0.6% |
$180K - $208K
|
376K
$36.4M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16.2K+ 3.82% |
$1.3M - $1.5M
|
441K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.19K- 15.59% |
$336K - $387K
|
22.7K
$2.2M
|