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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
357+ 2.79% |
$25.6K - $34K
|
13.1K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
26+ 0.96% |
$1.87K - $2.48K
|
2.73K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.16% |
$359 - $477
|
3.04K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-190- 16.34% |
$13.6K - $18.1K
|
973
$96.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-353- 6.49% |
$25.4K - $33.6K
|
5.08K
$505K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-11.9K- 9.93% |
$855K - $1.13M
|
108K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-21.3K- 83.97% |
$1.53M - $2.03M
|
4.06K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
407+ 65.65% |
$29.2K - $38.8K
|
1.03K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-750- 9.0% |
$53.9K - $71.5K
|
7.58K
$753K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
79+ 1.43% |
$5.67K - $7.53K
|
5.59K
$556K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.59K+ 2.0% |
$114K - $152K
|
81.2K
$8.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-11.5K- 8.48% |
$826K - $1.1M
|
124K
$12.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-8.09K- 4.33% |
$581K - $771K
|
179K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
679+ 3.01% |
$48.8K - $64.7K
|
23.2K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-168- 5.87% |
$12.1K - $16K
|
2.69K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.99KNew |
$215K - $285K
|
2.99K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-170K- 26.32% |
$12.2M - $16.2M
|
475K
$47.2M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-25.8K- 81.45% |
$1.85M - $2.46M
|
5.88K
$584K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
69+ 0.93% |
$4.96K - $6.58K
|
7.48K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-705- 15.91% |
$50.6K - $67.2K
|
3.73K
$370K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-278- 3.02% |
$20K - $26.5K
|
8.93K
$887K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$28.2K - $37.4K
|
44.8K
$4.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
875+ 0.49% |
$62.9K - $83.4K
|
180K
$17.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.9K+ 3.24% |
$137K - $181K
|
60.6K
$6.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.02% |
$71.8 - $95.3
|
4.43K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.79M+ 662.06% |
$129M - $171M
|
2.06M
$205M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.63K+ 11.78% |
$117K - $155K
|
15.4K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-415- 13.6% |
$29.8K - $39.6K
|
2.64K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57K+ 110.72% |
$4.09M - $5.43M
|
108K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-254- 0.85% |
$18.2K - $24.2K
|
29.7K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-321K- 68.46% |
$23M - $30.6M
|
148K
$14.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 12.5% |
$287 - $381
|
36
$3.58K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.05K+ 7.91% |
$291K - $386K
|
55.3K
$5.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
2.2K+ 2.59% |
$158K - $210K
|
87.4K
$8.69M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
30+ 1.18% |
$2.15K - $2.86K
|
2.58K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 21.65% |
$90.7K - $120K
|
7.1K
$705K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.6K+ 7.49% |
$1.12M - $1.49M
|
224K
$22.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
195+ 3.02% |
$14K - $18.6K
|
6.66K
$661K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
315+ 0.88% |
$22.6K - $30K
|
36.3K
$3.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
675+ 4.99% |
$48.5K - $64.3K
|
14.2K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
425KNew |
$30.5M - $40.5M
|
425K
$42.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 5.1% |
$3.45M - $4.58M
|
990K
$98.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
26.2K+ 116.45% |
$1.88M - $2.49M
|
48.6K
$4.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-162- 0.56% |
$11.6K - $15.4K
|
29K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.19K+ 39.99% |
$85.5K - $114K
|
4.17K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.77K- 2.22% |
$127K - $169K
|
77.9K
$7.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
182+ 6.53% |
$13.1K - $17.3K
|
2.97K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
876+ 8.08% |
$62.9K - $83.5K
|
11.7K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
433+ 35.32% |
$31.1K - $41.3K
|
1.66K
$165K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.8K - $2.38K
|
13.7K
$1.36M
|