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 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.69K+ 2.6% |
$418K - $479K
|
224K
$19.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
936+ 0.68% |
$68.7K - $78.7K
|
139K
$12M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.48K+ 0.82% |
$402K - $461K
|
673K
$58.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 1.63% |
$20.1K - $23K
|
16.5K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.25K+ 6.8% |
$605K - $694K
|
130K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.6K+ 47.75% |
$779K - $893K
|
32.8K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.33K- 4.98% |
$97.5K - $112K
|
25.3K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.71K- 5.77% |
$272K - $312K
|
60.5K
$5.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
73.8K+ 2.78% |
$5.42M - $6.21M
|
2.73M
$235M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 5.7% |
$183K - $210K
|
41.4K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.96K- 6.36% |
$584K - $669K
|
117K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.85K+ 2.97% |
$136K - $156K
|
64K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.34K- 8.07% |
$98.4K - $113K
|
15.3K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 3.71% |
$236K - $270K
|
89.8K
$7.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-119K- 37.02% |
$8.72M - $10M
|
202K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
325+ 2.04% |
$23.8K - $27.3K
|
16.2K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 3.97% |
$74.1K - $84.9K
|
24.4K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 7.01% |
$27.9K - $32K
|
5.04K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
79+ 3.06% |
$5.8K - $6.64K
|
2.66K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52+ 6.81% |
$3.82K - $4.37K
|
816
$70.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
169K+ 3.84% |
$12.4M - $14.2M
|
4.58M
$395M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.45K- 10.0% |
$473K - $543K
|
58K
$5.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
14.8K+ 7.96% |
$1.08M - $1.24M
|
200K
$17.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.3K+ 65.22% |
$1.49M - $1.71M
|
51.5K
$4.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
623+ 3.21% |
$45.7K - $52.4K
|
20.1K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
5.05K+ 11.9% |
$371K - $425K
|
47.5K
$4.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.94KNew |
$216K - $247K
|
2.94K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33K+ 17.7% |
$97.6K - $112K
|
8.84K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
663New |
$48.7K - $55.8K
|
663
$57.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
97.3K+ 502.79% |
$7.14M - $8.18M
|
117K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
83+ 0.1% |
$6.09K - $6.98K
|
85.2K
$7.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.09K- 4.08% |
$80.2K - $91.9K
|
25.7K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-11.6K- 2.96% |
$852K - $977K
|
381K
$32.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-125- 1.46% |
$9.17K - $10.5K
|
8.43K
$727K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
224+ 0.66% |
$16.4K - $18.8K
|
34.1K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.38K- 13.89% |
$101K - $116K
|
8.54K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-877- 0.34% |
$64.4K - $73.8K
|
254K
$22M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
80New |
$5.87K - $6.73K
|
80
$6.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
492+ 4.21% |
$36.1K - $41.4K
|
12.2K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
21.4K+ 5.42% |
$1.57M - $1.8M
|
416K
$35.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.05% |
$147 - $168
|
4.21K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.72K- 9.54% |
$567K - $650K
|
73.2K
$6.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
91.5K+ 827.61% |
$6.71M - $7.69M
|
103K
$8.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.8K- 3.59% |
$279K - $319K
|
102K
$8.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8.62KNew |
$632K - $725K
|
8.62K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 0.81% |
$83.8K - $96K
|
143K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-394- 6.5% |
$28.9K - $33.1K
|
5.67K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.1K+ 3.02% |
$154K - $177K
|
71.8K
$6.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.16% |
$440 - $505
|
3.79K
$327K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 1.65% |
$1.32K - $1.51K
|
1.11K
$95.6K
|