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 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.77K- 0.17% |
$130K - $149K
|
1.05M
$90.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.08% |
$220 - $252
|
3.59K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.39% |
$1.91K - $2.19K
|
6.6K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-12K- 26.51% |
$880K - $1.01M
|
33.2K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
294+ 9.89% |
$21.6K - $24.7K
|
3.27K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.6K+ 5.9% |
$1.15M - $1.31M
|
281K
$24.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-853- 15.55% |
$62.6K - $71.7K
|
4.63K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-116K- 20.34% |
$8.55M - $9.79M
|
456K
$39.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.62K- 10.52% |
$485K - $556K
|
56.3K
$4.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.12% |
$1.17K - $1.35K
|
13.5K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
83.3K+ 22.97% |
$6.11M - $7M
|
446K
$38.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.49K- 37.96% |
$110K - $126K
|
2.44K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.55K+ 7.42% |
$481K - $551K
|
94.8K
$8.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-8.92K- 3.99% |
$654K - $750K
|
215K
$18.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245New |
$18K - $20.6K
|
245
$21.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.68KNew |
$197K - $225K
|
2.68K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
868+ 24.05% |
$63.7K - $73K
|
4.48K
$386K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80+ 307.69% |
$5.87K - $6.73K
|
106
$9.15K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
30.3K+ 196.94% |
$2.22M - $2.55M
|
45.7K
$3.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.9K- 8.07% |
$3.81M - $4.37M
|
591K
$51M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.26K+ 4.95% |
$92.7K - $106K
|
26.8K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $84.1
|
5.63K
$486K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
330+ 99.1% |
$24.2K - $27.8K
|
663
$57.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.43K+ 4.26% |
$398K - $456K
|
133K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
716+ 14.88% |
$52.5K - $60.2K
|
5.53K
$477K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.3K+ 0.45% |
$902K - $1.03M
|
2.77M
$239M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.07K+ 8.44% |
$372K - $426K
|
65.1K
$5.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.9K+ 11.21% |
$3M - $3.44M
|
406K
$35M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-47.3K- 97.53% |
$3.47M - $3.97M
|
1.2K
$103K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-200- 0.21% |
$14.7K - $16.8K
|
93.9K
$8.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.05K+ 34.44% |
$371K - $425K
|
19.7K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
681+ 8.29% |
$50K - $57.3K
|
8.9K
$768K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-349K- 37.54% |
$25.6M - $29.4M
|
581K
$50.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$85.3K - $97.7K
|
1.16K
$100K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.29% |
$73.4 - $84.1
|
346
$29.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 3.06% |
$280K - $321K
|
129K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-766- 17.96% |
$56.2K - $64.4K
|
3.5K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
348K+ 1901.61% |
$25.6M - $29.3M
|
367K
$31.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
83+ 1.68% |
$6.09K - $6.98K
|
5.02K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-290- 2.29% |
$21.3K - $24.4K
|
12.4K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
809+ 3.78% |
$59.4K - $68K
|
22.2K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.14K+ 33.96% |
$83.4K - $95.6K
|
4.49K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.78K+ 1.07% |
$204K - $234K
|
263K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-231- 6.49% |
$17K - $19.4K
|
3.33K
$287K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 59.34% |
$200K - $229K
|
7.32K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.64K- 0.44% |
$120K - $138K
|
368K
$31.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.8K+ 3.63% |
$1.09M - $1.24M
|
422K
$36.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.32K+ 0.44% |
$170K - $195K
|
534K
$46.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-102K- 54.07% |
$7.49M - $8.58M
|
86.7K
$7.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-70.1K- 10.32% |
$5.15M - $5.9M
|
609K
$52.6M
|