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 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.99K- 19.75% |
$430K - $571K
|
24.3K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
34+ 0.08% |
$2.44K - $3.24K
|
44.6K
$4.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
25+ 0.84% |
$1.8K - $2.38K
|
2.99K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16.2K+ 18.36% |
$1.17M - $1.55M
|
105K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.12% |
$287 - $381
|
3.46K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
107New |
$7.69K - $10.2K
|
107
$10.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-61.6K- 94.24% |
$4.42M - $5.87M
|
3.76K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.58KNew |
$185K - $246K
|
2.58K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47M+ 77.64% |
$321M - $426M
|
10.2M
$1.02B
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-24.2K- 26.09% |
$1.74M - $2.31M
|
68.6K
$6.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
26.5K+ 3.85% |
$1.91M - $2.53M
|
716K
$71.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.95K+ 6.37% |
$140K - $186K
|
32.6K
$3.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.16% |
$144 - $191
|
1.25K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.94K+ 3.12% |
$283K - $376K
|
130K
$12.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37.9K+ 3.0% |
$2.72M - $3.61M
|
1.3M
$129M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-16- 0.12% |
$1.15K - $1.53K
|
13.2K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-587- 5.76% |
$42.2K - $56K
|
9.61K
$954K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.22K- 16.78% |
$232K - $307K
|
16K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-275- 2.3% |
$19.8K - $26.2K
|
11.7K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
379+ 3.39% |
$27.2K - $36.1K
|
11.6K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.38K+ 2.97% |
$171K - $227K
|
82.5K
$8.19M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
695+ 26.41% |
$49.9K - $66.2K
|
3.33K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
40KNew |
$2.87M - $3.81M
|
40K
$3.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.06K- 1.11% |
$220K - $291K
|
273K
$27.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 0.63% |
$3.52K - $4.67K
|
7.68K
$763K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.37KNew |
$170K - $226K
|
2.37K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-723- 22.69% |
$51.9K - $68.9K
|
2.46K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$71.8 - $95.3
|
2.74K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.12KNew |
$152K - $202K
|
2.12K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22.4K+ 20.26% |
$1.61M - $2.13M
|
133K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
471+ 1.14% |
$33.8K - $44.9K
|
41.9K
$4.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.39K+ 4.99% |
$172K - $228K
|
50.3K
$5M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
995+ 0.3% |
$71.5K - $94.8K
|
334K
$33.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.38K+ 4.41% |
$386K - $512K
|
127K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
174+ 9.75% |
$12.5K - $16.6K
|
1.96K
$195K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-36.5K- 12.94% |
$2.62M - $3.48M
|
246K
$24.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$144 - $191
|
3.23K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
480+ 13.93% |
$34.5K - $45.8K
|
3.93K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34.6K+ 67.6% |
$2.49M - $3.3M
|
85.9K
$8.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
5.32K+ 6.26% |
$382K - $507K
|
90.3K
$8.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.56K+ 6.62% |
$327K - $434K
|
73.4K
$7.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.3K+ 7.01% |
$1.53M - $2.03M
|
325K
$32.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 30.96% |
$98K - $130K
|
3.04K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
17.3K+ 3.02% |
$1.25M - $1.65M
|
591K
$58.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
25.3K+ 5.46% |
$1.81M - $2.41M
|
488K
$48.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.88K- 10.39% |
$207K - $275K
|
24.8K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-484- 36.81% |
$34.8K - $46.1K
|
831
$82.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.1K+ 0.39% |
$1.01M - $1.34M
|
3.63M
$360M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
224+ 0.46% |
$16.1K - $21.4K
|
48.6K
$4.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-318K- 93.91% |
$22.8M - $30.3M
|
20.6K
$2.04M
|