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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
5.02KNew |
$317K - $370K
|
5.02K
$417K
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
14.6KNew |
$920K - $1.07M
|
14.6K
$1.21M
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
909+ 2.8% |
$57.4K - $67K
|
33.3K
$2.77M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
36New |
$2.27K - $2.65K
|
36
$2.99K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
796+ 1.32% |
$50.2K - $58.7K
|
61.1K
$5.08M
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-229- 2.26% |
$14.5K - $16.9K
|
9.92K
$825K
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-216- 4.69% |
$13.6K - $15.9K
|
4.39K
$365K
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-69- 1.55% |
$4.36K - $5.09K
|
4.39K
$365K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
354New |
$22.3K - $26.1K
|
354
$29.4K
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
22.4K+ 9.52% |
$1.41M - $1.65M
|
257K
$21.4M
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-13.8K- 5.43% |
$873K - $1.02M
|
241K
$20M
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.19K- 2.87% |
$138K - $161K
|
73.9K
$6.14M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$442 - $516
|
15.9K
$1.32M
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-185K- 42.33% |
$11.7M - $13.7M
|
253K
$21M
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
56.1K+ 168.47% |
$3.54M - $4.13M
|
89.3K
$7.43M
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.9K- 3.49% |
$246K - $288K
|
108K
$8.97M
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
94.1K+ 15.64% |
$5.94M - $6.94M
|
696K
$57.8M
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.78K+ 1.54% |
$176K - $205K
|
183K
$15.2M
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.03K+ 5.28% |
$64.7K - $75.6K
|
20.4K
$1.7M
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
62+ 0.25% |
$3.91K - $4.57K
|
25.3K
$2.1M
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-553- 1.97% |
$34.9K - $40.8K
|
27.6K
$2.29M
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-13.9K- 3.07% |
$880K - $1.03M
|
440K
$36.6M
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.1K+ 229.61% |
$1.4M - $1.63M
|
31.7K
$2.64M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$37.9K - $44.2K
|
600
$49.9K
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 0.42% |
$107K - $125K
|
406K
$33.8M
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.25K- 6.42% |
$331K - $387K
|
76.4K
$6.35M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
344+ 12.17% |
$21.7K - $25.4K
|
3.17K
$263K
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
63.1K+ 641.49% |
$3.98M - $4.65M
|
72.9K
$6.06M
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.41KNew |
$215K - $252K
|
3.41K
$284K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-254K- 93.26% |
$16M - $18.7M
|
18.4K
$1.53M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.06K+ 4.08% |
$193K - $225K
|
77.9K
$6.47M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.93KNew |
$185K - $216K
|
2.93K
$244K
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
288+ 2.13% |
$18.2K - $21.2K
|
13.8K
$1.15M
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
34.1K+ 38.88% |
$2.15M - $2.52M
|
122K
$10.1M
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-456- 7.92% |
$28.8K - $33.6K
|
5.3K
$441K
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.9K+ 1.92% |
$120K - $140K
|
101K
$8.41M
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4.85K- 35.55% |
$306K - $358K
|
8.8K
$731K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-92.8K- 57.99% |
$5.86M - $6.84M
|
67.2K
$5.59M
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
429K+ 1311.34% |
$27.1M - $31.6M
|
462K
$38.4M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-179K- 22.78% |
$11.3M - $13.2M
|
607K
$50.4M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.4KNew |
$4.69M - $5.48M
|
74.4K
$6.18M
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49.2K+ 21.93% |
$3.11M - $3.63M
|
274K
$22.7M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.28K- 60.26% |
$207K - $242K
|
2.16K
$180K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
13.1K+ 6.32% |
$828K - $967K
|
221K
$18.3M
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-495- 30.44% |
$31.2K - $36.5K
|
1.13K
$94K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-86.5K- 13.5% |
$5.46M - $6.38M
|
555K
$46.1M
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.13K- 11.04% |
$71.5K - $83.5K
|
9.13K
$759K
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
290+ 2.57% |
$18.3K - $21.4K
|
11.6K
$962K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
82+ 1.22% |
$5.18K - $6.05K
|
6.8K
$566K
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-9.17K- 4.62% |
$579K - $676K
|
190K
$15.8M
|