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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 6.52% |
$3.1M - $3.46M
|
543K
$50.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.85K- 1.81% |
$151K - $169K
|
100K
$9.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 1.82% |
$1.18M - $1.32M
|
809K
$74.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.1KNew |
$416K - $466K
|
5.1K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.37KNew |
$194K - $216K
|
2.37K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.07K- 4.2% |
$251K - $281K
|
70.1K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.75K+ 4.77% |
$797K - $891K
|
214K
$19.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.7K+ 1.19% |
$139K - $155K
|
144K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-54- 3.85% |
$4.41K - $4.93K
|
1.35K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-137K- 4.06% |
$11.2M - $12.5M
|
3.23M
$298M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
513+ 916.07% |
$41.9K - $46.9K
|
569
$52.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-147K- 11.82% |
$12M - $13.4M
|
1.1M
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.06K- 4.68% |
$250K - $279K
|
62.3K
$5.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
336+ 0.29% |
$27.5K - $30.7K
|
118K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-866- 4.89% |
$70.8K - $79.1K
|
16.8K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1- 0.04% |
$81.7 - $91.4
|
2.66K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-284- 0.65% |
$23.2K - $26K
|
43.4K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$201K - $225K
|
2.46K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-355- 4.85% |
$29K - $32.4K
|
6.97K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$213K - $238K
|
2.6K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-270- 2.22% |
$22.1K - $24.7K
|
11.9K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 12.28% |
$913K - $1.02M
|
79.8K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
26.4K+ 79.53% |
$2.16M - $2.42M
|
59.7K
$5.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.59K+ 7.82% |
$211K - $236K
|
35.6K
$3.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
113+ 3.46% |
$9.24K - $10.3K
|
3.38K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$163 - $183
|
4.14K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
204+ 6.92% |
$16.7K - $18.6K
|
3.15K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 7.13% |
$810K - $905K
|
149K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
37+ 0.11% |
$3.02K - $3.38K
|
33.2K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-156- 3.11% |
$12.8K - $14.3K
|
4.86K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4KNew |
$327K - $366K
|
4K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-30- 4.69% |
$2.45K - $2.74K
|
610
$56.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-41- 0.44% |
$3.35K - $3.75K
|
9.2K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 0.63% |
$5.39K - $6.03K
|
10.5K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.1KNew |
$335K - $374K
|
4.1K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.19% |
$409 - $457
|
2.64K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.9K+ 10.9% |
$1.3M - $1.45M
|
162K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
135K+ 45.65% |
$11M - $12.3M
|
429K
$39.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
139+ 2.62% |
$11.4K - $12.7K
|
5.44K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
589New |
$48.1K - $53.8K
|
589
$54.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
116+ 0.13% |
$9.48K - $10.6K
|
89.8K
$8.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-308- 4.55% |
$25.2K - $28.1K
|
6.46K
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 0.32% |
$11.9K - $13.3K
|
44.9K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.05K+ 27.17% |
$85.8K - $95.9K
|
4.92K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
146New |
$11.9K - $13.3K
|
146
$13.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.23K- 10.16% |
$101K - $112K
|
10.9K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
577+ 0.8% |
$47.2K - $52.7K
|
72.4K
$6.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 344.27% |
$1.22M - $1.36M
|
19.2K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5.12K- 5.06% |
$418K - $467K
|
96K
$8.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4.17K- 8.77% |
$341K - $381K
|
43.3K
$4M
|