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 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-568- 30.42% |
$41.7K - $47.8K
|
1.3K
$112K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-302- 2.52% |
$22.2K - $25.4K
|
11.7K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-402K- 93.46% |
$29.5M - $33.8M
|
28.1K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
3.2K+ 1.67% |
$235K - $269K
|
194K
$16.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$220 - $252
|
15.9K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-2.81K- 1.19% |
$206K - $236K
|
233K
$20.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.6K+ 29.64% |
$264K - $303K
|
15.7K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
280+ 4.3% |
$20.5K - $23.5K
|
6.79K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-8- 0.07% |
$587 - $673
|
11.9K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.28K+ 2.62% |
$241K - $276K
|
128K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$440 - $505
|
3.58K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
2.81K+ 3.27% |
$206K - $236K
|
88.9K
$7.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
549+ 2.38% |
$40.3K - $46.2K
|
23.6K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-859- 2.41% |
$63K - $72.2K
|
34.8K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-97- 1.59% |
$7.12K - $8.16K
|
6K
$518K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.8K- 9.02% |
$572K - $656K
|
78.7K
$6.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.08K- 23.35% |
$373K - $427K
|
16.7K
$1.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-100- 1.67% |
$7.34K - $8.41K
|
5.88K
$507K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-113- 2.25% |
$8.29K - $9.5K
|
4.91K
$423K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
277+ 1.77% |
$20.3K - $23.3K
|
15.9K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-35.4K- 2.68% |
$2.6M - $2.98M
|
1.29M
$111M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.73KNew |
$200K - $229K
|
2.73K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.09K- 20.89% |
$447K - $512K
|
23.1K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
525+ 1.99% |
$38.5K - $44.2K
|
26.9K
$2.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
225+ 4.46% |
$16.5K - $18.9K
|
5.27K
$455K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-248- 2.01% |
$18.2K - $20.9K
|
12.1K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1.48K+ 1.77% |
$108K - $124K
|
84.7K
$7.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.4K- 7.43% |
$103K - $117K
|
17.4K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.03K- 2.39% |
$149K - $171K
|
83K
$7.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.79K- 17.2% |
$131K - $150K
|
8.6K
$742K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
426+ 2.25% |
$31.3K - $35.8K
|
19.3K
$1.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.85K- 20.96% |
$576K - $660K
|
29.6K
$2.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4.41K- 3.69% |
$324K - $371K
|
115K
$9.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
63+ 7.73% |
$4.62K - $5.3K
|
878
$75.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-35- 0.9% |
$2.57K - $2.94K
|
3.84K
$331K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35.6K- 11.06% |
$2.61M - $2.99M
|
286K
$24.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.04K- 3.09% |
$370K - $424K
|
158K
$13.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.03K- 12.99% |
$296K - $339K
|
27K
$2.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.1K+ 28.98% |
$1.48M - $1.69M
|
89.6K
$7.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.74K+ 30.1% |
$201K - $230K
|
11.8K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.34K+ 11.56% |
$685K - $785K
|
90.1K
$7.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-454- 7.92% |
$33.3K - $38.2K
|
5.28K
$455K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.69KNew |
$711K - $815K
|
9.69K
$836K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-366K- 77.08% |
$26.8M - $30.8M
|
109K
$9.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
21.5K+ 4.51% |
$1.58M - $1.81M
|
498K
$43M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.02K- 1.96% |
$148K - $170K
|
101K
$8.73M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 10.34% |
$440 - $505
|
64
$5.52K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.98K+ 2.39% |
$146K - $167K
|
85.1K
$7.34M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8.32K- 2.1% |
$610K - $700K
|
389K
$33.5M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
416+ 1.9% |
$28.6K - $33.7K
|
22.3K
$1.92M
|
|