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 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
297+ 6.98% |
$18.7K - $21.9K
|
4.55K
$378K
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
30.8K+ 60.59% |
$1.94M - $2.27M
|
81.6K
$6.78M
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
124+ 0.16% |
$7.83K - $9.14K
|
76.1K
$6.32M
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-48- 0.61% |
$3.03K - $3.54K
|
7.77K
$646K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
740+ 4.62% |
$46.7K - $54.6K
|
16.8K
$1.39M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-266- 0.27% |
$16.8K - $19.6K
|
97.8K
$8.12M
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-360- 27.03% |
$22.7K - $26.5K
|
972
$80.8K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
42.2K+ 130.23% |
$2.66M - $3.11M
|
74.5K
$6.2M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125K- 12.56% |
$7.91M - $9.24M
|
872K
$72.5M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 14.33% |
$454K - $530K
|
57.4K
$4.77M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78.3K+ 32.29% |
$4.95M - $5.78M
|
321K
$26.7M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-302- 4.18% |
$19.1K - $22.3K
|
6.92K
$575K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.24K- 1.27% |
$78.1K - $91.2K
|
95.8K
$7.97M
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.44K+ 41.02% |
$280K - $327K
|
15.3K
$1.27M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 15.27% |
$126K - $148K
|
11.1K
$924K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 16.91% |
$15.7K - $18.3K
|
1.22K
$101K
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
406+ 2.64% |
$25.6K - $29.9K
|
15.8K
$1.31M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
583+ 0.06% |
$36.8K - $43K
|
1.04M
$86.2M
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$126 - $147
|
4.14K
$344K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
49.3K+ 36.44% |
$3.11M - $3.63M
|
185K
$15.3M
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.3K- 4.91% |
$82K - $95.8K
|
25.2K
$2.09M
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
938+ 2.57% |
$59.2K - $69.2K
|
37.4K
$3.11M
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
343K+ 110.59% |
$21.6M - $25.3M
|
652K
$54.2M
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7.15K+ 160.11% |
$451K - $527K
|
11.6K
$965K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.16KNew |
$73.4K - $85.7K
|
1.16K
$96.7K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.3K+ 60.71% |
$145K - $170K
|
6.09K
$506K
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-108- 0.82% |
$6.82K - $7.96K
|
13K
$1.08M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.37K- 1.45% |
$402K - $470K
|
434K
$36.1M
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.84K+ 0.64% |
$116K - $136K
|
290K
$24.1M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50+ 22.62% |
$3.16K - $3.69K
|
271
$22.5K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.7K+ 1.94% |
$486K - $567K
|
404K
$33.6M
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-76.9K- 2.65% |
$4.86M - $5.67M
|
2.82M
$235M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-211- 1.73% |
$13.3K - $15.6K
|
12K
$997K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
63K+ 166.66% |
$3.98M - $4.65M
|
101K
$8.38M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-86.4K- 13.13% |
$5.45M - $6.37M
|
571K
$47.5M
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.82KNew |
$367K - $429K
|
5.82K
$484K
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-6.18K- 1.56% |
$390K - $456K
|
391K
$32.5M
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
69.2K+ 114.88% |
$4.37M - $5.1M
|
129K
$10.8M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.03% |
$189 - $221
|
11.8K
$984K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.3K+ 100.12% |
$272K - $317K
|
8.6K
$715K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
611+ 6.06% |
$38.6K - $45K
|
10.7K
$889K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7.52K- 7.67% |
$475K - $555K
|
90.6K
$7.53M
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.81KNew |
$177K - $207K
|
2.81K
$234K
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-82- 0.55% |
$5.18K - $6.05K
|
14.7K
$1.23M
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
8K+ 4.41% |
$505K - $590K
|
190K
$15.8M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.14K- 2.9% |
$135K - $158K
|
71.5K
$5.95M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
5.86K+ 1.89% |
$370K - $432K
|
316K
$26.3M
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
21.2K+ 8.54% |
$1.34M - $1.56M
|
269K
$22.4M
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2.98KNew |
$188K - $220K
|
2.98K
$248K
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5+ 0.13% |
$316 - $369
|
3.78K
$314K
|