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 |
---|---|---|---|---|---|---|---|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15.4K+ 20.51% |
$878K - $1.01M
|
90.4K
$7.43M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.86KNew |
$106K - $121K
|
1.86K
$152K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.25KNew |
$71.3K - $81.6K
|
1.25K
$103K
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
272+ 3.03% |
$15.5K - $17.8K
|
9.25K
$759K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
472New |
$26.9K - $30.8K
|
472
$38.8K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
265New |
$15.1K - $17.3K
|
265
$21.8K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.89KNew |
$222K - $254K
|
3.89K
$319K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.06K+ 4.78% |
$232K - $265K
|
89K
$7.31M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1KNew |
$57K - $65.3K
|
1K
$82.1K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.6K+ 33.43% |
$262K - $301K
|
18.4K
$1.51M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
277New |
$15.8K - $18.1K
|
277
$22.7K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
17+ 2.97% |
$969 - $1.11K
|
589
$48.4K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36.4K+ 277.97% |
$2.08M - $2.38M
|
49.5K
$4.07M
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-29.4K- 80.85% |
$1.68M - $1.92M
|
6.96K
$571K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
34.2KNew |
$1.95M - $2.24M
|
34.2K
$2.81M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.92K- 2.45% |
$508K - $582K
|
355K
$29.2M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.1KNew |
$1.6M - $1.83M
|
28.1K
$2.31M
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.52% |
$57 - $65.3
|
193
$15.8K
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.01KNew |
$229K - $262K
|
4.01K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-412- 22.86% |
$23.5K - $26.9K
|
1.39K
$114K
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5.54KNew |
$316K - $362K
|
5.54K
$455K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 34.78% |
$88K - $101K
|
2.89K
$238K
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
70KNew |
$3.99M - $4.57M
|
70K
$5.75M
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.03% |
$114 - $131
|
7.6K
$624K
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.28KNew |
$187K - $214K
|
3.28K
$269K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18KNew |
$1.03M - $1.17M
|
18K
$1.48M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
253New |
$14.4K - $16.5K
|
253
$20.8K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
566New |
$32.3K - $37K
|
566
$46.5K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$1.88K - $2.15K
|
33
$2.71K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.34KNew |
$76.3K - $87.4K
|
1.34K
$110K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.89KNew |
$222K - $254K
|
3.89K
$319K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
905New |
$51.6K - $59.1K
|
905
$74.3K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
851+ 0.36% |
$48.5K - $55.6K
|
235K
$19.3M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$1.02M - $1.17M
|
17.9K
$1.47M
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.02KNew |
$58.2K - $66.6K
|
1.02K
$83.8K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-269- 82.01% |
$15.3K - $17.6K
|
59
$4.84K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
908+ 20.4% |
$51.8K - $59.3K
|
5.36K
$440K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.64K- 15.58% |
$207K - $237K
|
19.7K
$1.62M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
433+ 3.8% |
$24.7K - $28.3K
|
11.8K
$971K
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 40.6% |
$57K - $65.3K
|
1.46K
$120K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18New |
$1.03K - $1.18K
|
18
$1.48K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.4K+ 26.27% |
$194K - $222K
|
16.3K
$1.34M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
112+ 0.12% |
$6.39K - $7.31K
|
93K
$7.64M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.0% |
$57 - $65.3
|
44.5K
$3.66M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.12KNew |
$178K - $204K
|
3.12K
$256K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-66- 0.05% |
$3.76K - $4.31K
|
121K
$9.94M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.25K- 34.68% |
$185K - $212K
|
6.12K
$503K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.3% |
$57 - $65.3
|
331
$27.2K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-133- 2.54% |
$7.58K - $8.68K
|
5.1K
$419K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
3.66K+ 51.43% |
$208K - $239K
|
10.8K
$884K
|