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 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
601+ 4.34% |
$37.9K - $44.3K
|
14.5K
$1.17M
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-35.9K- 4.14% |
$2.27M - $2.65M
|
831K
$67.3M
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.75K+ 1.84% |
$363K - $424K
|
319K
$25.8M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.65K+ 11.37% |
$167K - $195K
|
25.9K
$2.1M
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
2.05K+ 1.62% |
$130K - $151K
|
129K
$10.4M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
48.5K+ 8.13% |
$3.06M - $3.58M
|
645K
$52.2M
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3.58K- 0.96% |
$226K - $264K
|
369K
$29.8M
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.5KNew |
$786K - $918K
|
12.5K
$1.01M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4New |
$252 - $295
|
4
$324
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.52K- 1.39% |
$285K - $333K
|
322K
$26M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
80.7K+ 195.57% |
$5.09M - $5.95M
|
122K
$9.87M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
207K+ 7.71% |
$13M - $15.2M
|
2.89M
$234M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.8K+ 6.21% |
$5.1M - $5.96M
|
1.38M
$112M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-105K- 76.4% |
$6.6M - $7.71M
|
32.3K
$2.61M
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.75K+ 1.53% |
$174K - $203K
|
182K
$14.8M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
4.81K+ 3.59% |
$304K - $355K
|
139K
$11.2M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.9K- 7.3% |
$812K - $949K
|
163K
$13.2M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
285+ 14.25% |
$18K - $21K
|
2.29K
$185K
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-272- 5.8% |
$17.2K - $20.1K
|
4.42K
$358K
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-14- 0.53% |
$884 - $1.03K
|
2.63K
$213K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.94KNew |
$185K - $216K
|
2.94K
$238K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-117- 1.06% |
$7.39K - $8.63K
|
11K
$887K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.32K+ 4.18% |
$272K - $318K
|
108K
$8.7M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-357- 10.91% |
$22.5K - $26.3K
|
2.92K
$236K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
68.9K+ 50.6% |
$4.35M - $5.08M
|
205K
$16.6M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-309- 5.59% |
$19.5K - $22.8K
|
5.22K
$422K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.84K- 33.08% |
$116K - $136K
|
3.73K
$302K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
41+ 0.06% |
$2.59K - $3.02K
|
64.5K
$5.22M
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-290- 0.49% |
$18.3K - $21.4K
|
58.5K
$4.73M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.12K- 1.48% |
$134K - $156K
|
141K
$11.4M
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-107- 0.46% |
$6.75K - $7.89K
|
23K
$1.86M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.24K- 20.38% |
$78.1K - $91.3K
|
4.84K
$392K
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.28K+ 16.47% |
$207K - $242K
|
23.2K
$1.88M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
732+ 2.26% |
$46.2K - $54K
|
33.2K
$2.69M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-353- 14.34% |
$22.3K - $26K
|
2.11K
$171K
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.86K- 80.81% |
$370K - $432K
|
1.39K
$113K
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17K+ 32.06% |
$1.07M - $1.26M
|
70.1K
$5.68M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.5K+ 6.98% |
$1.04M - $1.21M
|
252K
$20.4M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.78K+ 1.83% |
$365K - $426K
|
321K
$26M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 16.23% |
$102K - $119K
|
11.6K
$936K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
508+ 9.89% |
$32.1K - $37.5K
|
5.65K
$457K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.2K- 3.49% |
$139K - $162K
|
61K
$4.94M
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 21.16% |
$125K - $146K
|
11.4K
$920K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.77KNew |
$490K - $573K
|
7.77K
$629K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
196K+ 3628.67% |
$12.4M - $14.5M
|
202K
$16.3M
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.92KNew |
$184K - $215K
|
2.92K
$236K
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
28.1KNew |
$1.78M - $2.07M
|
28.1K
$2.28M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.3K- 0.97% |
$714K - $834K
|
1.15M
$93.5M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 0.1% |
$323K - $377K
|
4.91M
$397M
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.25K+ 6.43% |
$268K - $313K
|
70.3K
$5.69M
|