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 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-27- 0.53% |
$1.86K - $2.19K
|
5.07K
$419K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
223+ 0.36% |
$15.3K - $18.1K
|
62.7K
$5.17M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.89KNew |
$199K - $234K
|
2.89K
$239K
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5.67K- 5.21% |
$390K - $459K
|
103K
$8.51M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-206K- 85.25% |
$14.2M - $16.7M
|
35.6K
$2.94M
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-4.34K- 0.64% |
$298K - $351K
|
670K
$55.3M
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.83K+ 0.92% |
$125K - $148K
|
200K
$16.5M
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
197+ 3.45% |
$13.5K - $15.9K
|
5.92K
$488K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-23.7K- 26.15% |
$1.63M - $1.92M
|
66.9K
$5.52M
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
649K+ 66.6% |
$44.6M - $52.6M
|
1.62M
$134M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 11.72% |
$91.5K - $108K
|
12.7K
$1.05M
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-32- 0.2% |
$2.2K - $2.59K
|
15.6K
$1.29M
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
75.1K+ 58.05% |
$5.16M - $6.08M
|
205K
$16.9M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.02K- 6.2% |
$276K - $325K
|
60.7K
$5.01M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.39K+ 7.16% |
$164K - $193K
|
35.7K
$2.95M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 0.06% |
$756 - $890
|
17.7K
$1.46M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.3% |
$1.37K - $1.62K
|
6.62K
$546K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-6.86K- 97.5% |
$471K - $555K
|
176
$14.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.67K+ 18.02% |
$321K - $378K
|
30.6K
$2.52M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-40- 0.98% |
$2.75K - $3.24K
|
4.03K
$332K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.47K+ 160.56% |
$239K - $281K
|
5.64K
$465K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.72K- 0.97% |
$462K - $544K
|
688K
$56.7M
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
13.6K+ 0.97% |
$937K - $1.1M
|
1.41M
$117M
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
16.2K+ 4.55% |
$1.12M - $1.31M
|
373K
$30.8M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
369+ 4.45% |
$25.4K - $29.9K
|
8.65K
$714K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
553+ 0.3% |
$38K - $44.8K
|
188K
$15.5M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
11+ 3.32% |
$756 - $890
|
342
$28.2K
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.81K- 18.7% |
$124K - $146K
|
7.87K
$649K
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
79+ 0.04% |
$5.43K - $6.4K
|
215K
$17.7M
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
14.8KNew |
$1.02M - $1.2M
|
14.8K
$1.22M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-978- 5.47% |
$67.2K - $79.2K
|
16.9K
$1.39M
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
13.3K+ 47.4% |
$916K - $1.08M
|
41.5K
$3.42M
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-130- 1.17% |
$8.93K - $10.5K
|
11K
$909K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.23KNew |
$222K - $261K
|
3.23K
$266K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.73KNew |
$394K - $464K
|
5.73K
$473K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-341- 0.72% |
$23.4K - $27.6K
|
46.8K
$3.86M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.2K+ 44.02% |
$82.7K - $97.4K
|
3.94K
$325K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-331- 2.86% |
$22.7K - $26.8K
|
11.2K
$926K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.7K+ 6.35% |
$2.31M - $2.73M
|
564K
$46.5M
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-7.61K- 4.79% |
$523K - $616K
|
151K
$12.5M
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
823+ 20.4% |
$56.5K - $66.6K
|
4.86K
$401K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-545- 1.14% |
$37.4K - $44.1K
|
47.1K
$3.89M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
33New |
$2.27K - $2.67K
|
33
$2.72K
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-5.11K- 5.04% |
$351K - $414K
|
96.2K
$7.93M
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-27- 0.44% |
$1.86K - $2.19K
|
6.09K
$503K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-7- 1.81% |
$481 - $567
|
379
$31.3K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-699- 0.82% |
$48K - $56.6K
|
84.7K
$6.99M
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.19K+ 1.75% |
$219K - $258K
|
185K
$15.3M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.5K+ 2.76% |
$2.79M - $3.28M
|
1.51M
$125M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49K+ 7.22% |
$3.36M - $3.96M
|
728K
$60M
|