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 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.05K+ 106.59% |
$434K - $576K
|
11.7K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.12K+ 0.78% |
$224K - $297K
|
404K
$40.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
50.7K+ 121.68% |
$3.65M - $4.84M
|
92.4K
$9.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.38K- 32.01% |
$99.3K - $132K
|
2.94K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
31.7KNew |
$2.28M - $3.02M
|
31.7K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.28K+ 13.14% |
$236K - $313K
|
28.3K
$2.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
38KNew |
$2.73M - $3.62M
|
38K
$3.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.75K+ 25.61% |
$126K - $167K
|
8.59K
$853K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$287 - $381
|
4.19K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
704+ 386.81% |
$50.6K - $67.1K
|
886
$88K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-24.4K- 5.32% |
$1.75M - $2.33M
|
434K
$43.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.01K+ 8.73% |
$72.7K - $96.5K
|
12.6K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.26K+ 68.55% |
$522K - $692K
|
17.9K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.27K+ 67.51% |
$666K - $883K
|
23K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-341- 7.32% |
$24.5K - $32.5K
|
4.32K
$429K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-130- 65.66% |
$9.34K - $12.4K
|
68
$6.75K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12M- 71.86% |
$152M - $202M
|
829K
$82.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156+ 866.67% |
$11.2K - $14.9K
|
174
$17.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
32.7K+ 7.06% |
$2.35M - $3.12M
|
496K
$49.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-108- 1.04% |
$7.76K - $10.3K
|
10.3K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-644- 2.4% |
$46.3K - $61.4K
|
26.2K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.8K+ 33.06% |
$2.07M - $2.74M
|
116K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.57KNew |
$113K - $150K
|
1.57K
$156K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.25KNew |
$89.4K - $119K
|
1.25K
$124K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 1.6% |
$83.8K - $111K
|
71.6K
$7.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-5- 0.03% |
$359 - $477
|
16.2K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4+ 0.32% |
$287 - $381
|
1.26K
$125K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
7.7K+ 21.47% |
$553K - $734K
|
43.6K
$4.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-450- 4.52% |
$32.3K - $42.9K
|
9.51K
$944K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.3K+ 58.3% |
$2.03M - $2.7M
|
76.9K
$7.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-25.8K- 30.33% |
$1.86M - $2.46M
|
59.3K
$5.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.98K+ 1.49% |
$214K - $284K
|
202K
$20.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
175+ 1.02% |
$12.6K - $16.7K
|
17.3K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-140- 4.46% |
$10.1K - $13.3K
|
3K
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
6.73K+ 18.7% |
$484K - $642K
|
42.7K
$4.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
14.3KNew |
$1.03M - $1.37M
|
14.3K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-126- 1.13% |
$9.05K - $12K
|
11.1K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
589+ 21.39% |
$42.3K - $56.1K
|
3.34K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.16KNew |
$155K - $206K
|
2.16K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.9K+ 9.59% |
$1.79M - $2.37M
|
284K
$28.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 1.61% |
$763K - $1.01M
|
672K
$66.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-5.57K- 5.14% |
$400K - $531K
|
103K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
445K+ 20.06% |
$31.9M - $42.4M
|
2.66M
$264M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-866- 16.45% |
$62.2K - $82.5K
|
4.4K
$437K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-20- 0.33% |
$1.44K - $1.91K
|
5.98K
$594K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.19K+ 47.09% |
$85.3K - $113K
|
3.71K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-541- 0.25% |
$38.9K - $51.6K
|
219K
$21.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 6.11% |
$93.4K - $124K
|
22.6K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.5K+ 81.78% |
$1.26M - $1.67M
|
38.9K
$3.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.1K- 3.34% |
$78.7K - $104K
|
31.7K
$3.15M
|