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 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-19- 0.3% |
$1.36K - $1.81K
|
6.29K
$625K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-454- 78.14% |
$32.6K - $43.3K
|
127
$12.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.55KNew |
$183K - $243K
|
2.55K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-7.9K- 5.69% |
$567K - $753K
|
131K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.19K+ 2.5% |
$229K - $304K
|
131K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
156K+ 7.67% |
$11.2M - $14.9M
|
2.19M
$217M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.47K- 26.02% |
$249K - $331K
|
9.87K
$981K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.4K- 25.49% |
$5.13M - $6.8M
|
209K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.61K- 0.55% |
$331K - $440K
|
829K
$82.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-50.7K- 57.45% |
$3.65M - $4.84M
|
37.6K
$3.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.4K- 4.48% |
$893K - $1.18M
|
265K
$26.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-230- 5.81% |
$16.5K - $21.9K
|
3.73K
$371K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12.2K- 55.37% |
$875K - $1.16M
|
9.82K
$975K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$215 - $286
|
5.67K
$563K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-875- 2.28% |
$62.9K - $83.4K
|
37.5K
$3.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15+ 0.2% |
$1.08K - $1.43K
|
7.47K
$742K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.46K+ 3.08% |
$464K - $616K
|
216K
$21.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
522K+ 92.35% |
$37.5M - $49.7M
|
1.09M
$108M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.08K- 33.82% |
$77.7K - $103K
|
2.12K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.44K- 28.96% |
$104K - $137K
|
3.54K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
119+ 0.14% |
$8.55K - $11.3K
|
84.9K
$8.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.75K+ 6.77% |
$485K - $643K
|
106K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 4.39% |
$136K - $181K
|
41.3K
$4.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-7.58K- 38.16% |
$544K - $722K
|
12.3K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 4.01% |
$6.32K - $8.39K
|
2.28K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
14KNew |
$1.01M - $1.33M
|
14K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.97K+ 0.65% |
$141K - $187K
|
302K
$30M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 19.51% |
$83.9K - $111K
|
4.82K
$479K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-21.2K- 26.12% |
$1.53M - $2.02M
|
60.1K
$5.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
5.66K+ 2.37% |
$407K - $540K
|
244K
$24.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.22KNew |
$231K - $307K
|
3.22K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 10.25% |
$116K - $154K
|
17.4K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
174K+ 3257.08% |
$12.5M - $16.6M
|
180K
$17.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.74KNew |
$269K - $357K
|
3.74K
$372K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.9K- 11.88% |
$926K - $1.23M
|
95.6K
$9.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
660New |
$47.4K - $62.9K
|
660
$65.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.03% |
$71.8 - $95.3
|
2.9K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21.1K- 33.95% |
$1.51M - $2.01M
|
41K
$4.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.08K- 13.53% |
$221K - $294K
|
19.7K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.13K+ 2.65% |
$80.9K - $107K
|
43.6K
$4.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-60.4K- 26.49% |
$4.34M - $5.76M
|
168K
$16.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-345- 3.91% |
$24.8K - $32.9K
|
8.47K
$841K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.24KNew |
$161K - $213K
|
2.24K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-246- 0.27% |
$17.7K - $23.4K
|
92K
$9.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.71K+ 5.13% |
$123K - $163K
|
35.1K
$3.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-49- 27.84% |
$3.52K - $4.67K
|
127
$12.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$718 - $953
|
8.28K
$822K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.2K- 12.09% |
$2.32M - $3.07M
|
235K
$23.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.25K+ 0.64% |
$89.8K - $119K
|
198K
$19.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.52K- 0.91% |
$181K - $241K
|
274K
$27.3M
|