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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.93K- 2.64% |
$142K - $162K
|
71.1K
$6.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 3.94% |
$132K - $151K
|
43.8K
$3.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.43K- 4.77% |
$179K - $205K
|
48.6K
$4.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9.02K- 4.23% |
$662K - $759K
|
205K
$17.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 0.1% |
$587 - $673
|
8.35K
$720K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.94K- 3.05% |
$216K - $247K
|
93.2K
$8.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.82K+ 0.46% |
$280K - $321K
|
834K
$72M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.22KNew |
$676K - $775K
|
9.22K
$795K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-873- 15.0% |
$64.1K - $73.4K
|
4.95K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-69.2K- 49.12% |
$5.08M - $5.82M
|
71.7K
$6.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$73.4 - $84.1
|
3.36K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.83K+ 2.13% |
$501K - $574K
|
328K
$28.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-645- 4.91% |
$47.3K - $54.2K
|
12.5K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-972- 0.42% |
$71.3K - $81.7K
|
230K
$19.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.51KNew |
$257K - $295K
|
3.51K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 9.21% |
$75.9K - $87K
|
12.3K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.13% |
$294 - $336
|
3.02K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 10.77% |
$874K - $1M
|
98.6K
$8.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.05KNew |
$150K - $172K
|
2.05K
$177K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-188K- 21.6% |
$13.8M - $15.8M
|
684K
$59M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.54K- 4.31% |
$700K - $802K
|
212K
$18.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-14.8K- 2.92% |
$1.08M - $1.24M
|
491K
$42.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.57K+ 83.52% |
$189K - $216K
|
5.65K
$487K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.36K- 91.7% |
$246K - $282K
|
304
$26.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.4K+ 60.1% |
$1.5M - $1.72M
|
54.4K
$4.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
100+ 2.38% |
$7.34K - $8.41K
|
4.3K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
28+ 8.19% |
$2.05K - $2.35K
|
370
$31.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
122+ 5.3% |
$8.95K - $10.3K
|
2.42K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.44K+ 3.27% |
$106K - $121K
|
45.4K
$3.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
463+ 1.82% |
$34K - $38.9K
|
25.8K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$73.4 - $84.1
|
972
$83.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-475- 5.54% |
$34.9K - $39.9K
|
8.1K
$699K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-1.99K- 15.57% |
$146K - $167K
|
10.8K
$930K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.14% |
$220 - $252
|
2.21K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.5K- 4.45% |
$5.69M - $6.52M
|
1.66M
$144M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.85K+ 1.39% |
$723K - $828K
|
716K
$61.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.2K- 9.08% |
$898K - $1.03M
|
123K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-128- 6.27% |
$9.39K - $10.8K
|
1.91K
$165K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-6.21K- 1.31% |
$456K - $523K
|
468K
$40.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.54K+ 3.29% |
$113K - $129K
|
48.3K
$4.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 4.59% |
$8.53M - $9.77M
|
2.65M
$229M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.65K+ 24.35% |
$121K - $139K
|
8.45K
$729K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
633+ 1.19% |
$46.4K - $53.2K
|
53.8K
$4.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
24New |
$1.76K - $2.02K
|
24
$2.07K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4.49K- 83.96% |
$329K - $377K
|
857
$74K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
350New |
$25.7K - $29.4K
|
350
$30.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-463- 10.48% |
$34K - $38.9K
|
3.95K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.43K+ 151.81% |
$178K - $205K
|
4.03K
$348K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-337- 1.49% |
$24.7K - $28.3K
|
22.2K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-21K- 38.51% |
$1.54M - $1.76M
|
33.5K
$2.89M
|