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 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.03K+ 1.53% |
$569K - $635K
|
401K
$42M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5.13K+ 6.37% |
$484K - $540K
|
85.6K
$8.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.72K+ 2.86% |
$351K - $392K
|
134K
$14M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.13K- 2.7% |
$295K - $329K
|
113K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-88K- 10.62% |
$8.3M - $9.27M
|
741K
$77.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.55K- 8.93% |
$146K - $163K
|
15.8K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.76K+ 6.01% |
$732K - $817K
|
137K
$14.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-412- 3.27% |
$38.9K - $43.4K
|
12.2K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.87K+ 52.9% |
$176K - $197K
|
5.41K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
458+ 0.66% |
$43.2K - $48.2K
|
69.7K
$7.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-948- 37.56% |
$89.4K - $99.8K
|
1.58K
$165K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.2K- 7.41% |
$1.53M - $1.7M
|
202K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.25K+ 1.06% |
$495K - $553K
|
501K
$52.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$228K - $254K
|
2.42K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.95K+ 11.27% |
$278K - $310K
|
29.1K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.6K- 1.35% |
$717K - $801K
|
555K
$58.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.1K- 5.14% |
$198K - $221K
|
38.8K
$4.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.1K+ 1.48% |
$104K - $116K
|
75.5K
$7.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
177+ 0.92% |
$16.7K - $18.6K
|
19.4K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.25K+ 73.37% |
$683K - $763K
|
17.1K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-76- 61.29% |
$7.17K - $8K
|
48
$5.03K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
784+ 8.55% |
$74K - $82.6K
|
9.95K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11K+ 58.06% |
$1.04M - $1.16M
|
29.9K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
23+ 0.58% |
$2.17K - $2.42K
|
4K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9.5KNew |
$896K - $1M
|
9.5K
$996K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
12.1K+ 41.67% |
$1.15M - $1.28M
|
41.3K
$4.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.4KNew |
$132K - $148K
|
1.4K
$147K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
578K+ 18.67% |
$54.5M - $60.9M
|
3.67M
$385M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.31K+ 21.39% |
$123K - $138K
|
7.43K
$779K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-558- 3.07% |
$52.6K - $58.8K
|
17.6K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
396New |
$37.4K - $41.7K
|
396
$41.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.63K+ 5.77% |
$154K - $172K
|
29.9K
$3.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-296- 95.48% |
$27.9K - $31.2K
|
14
$1.47K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.78K+ 3.14% |
$640K - $714K
|
223K
$23.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 9.49% |
$128K - $143K
|
13K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-141K- 33.09% |
$13.3M - $14.8M
|
285K
$29.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.24K- 0.51% |
$117K - $130K
|
243K
$25.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.44K+ 51.71% |
$230K - $257K
|
7.16K
$750K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-609- 18.26% |
$57.4K - $64.1K
|
2.73K
$286K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
184+ 0.77% |
$17.4K - $19.4K
|
24.2K
$2.54M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-203- 2.63% |
$19.1K - $21.4K
|
7.52K
$788K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-22- 17.32% |
$2.08K - $2.32K
|
105
$11K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.2K- 5.67% |
$113K - $126K
|
19.9K
$2.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.61KNew |
$341K - $380K
|
3.61K
$379K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
212+ 2.03% |
$20K - $22.3K
|
10.7K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
34+ 5.15% |
$3.21K - $3.58K
|
694
$72.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-498- 4.06% |
$47K - $52.4K
|
11.8K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.29KNew |
$782K - $873K
|
8.29K
$869K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5.53KNew |
$522K - $583K
|
5.53K
$580K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.06K- 20.0% |
$99.7K - $111K
|
4.23K
$443K
|
|