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 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.07K- 2.22% |
$142K - $168K
|
91K
$7.85M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23.5K+ 6.2% |
$1.62M - $1.91M
|
403K
$34.8M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
855+ 1.98% |
$58.7K - $69.2K
|
43.9K
$3.79M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16.9KNew |
$1.16M - $1.37M
|
16.9K
$1.46M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.5K- 15.95% |
$1.48M - $1.74M
|
113K
$9.77M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$4.47K - $5.26K
|
65
$5.61K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-703- 2.76% |
$48.3K - $56.9K
|
24.7K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
92.4KNew |
$6.35M - $7.48M
|
92.4K
$7.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$3.5K - $4.13K
|
51
$4.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
49.2KNew |
$3.38M - $3.98M
|
49.2K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.5KNew |
$722K - $850K
|
10.5K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20KNew |
$1.38M - $1.62M
|
20K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.51K- 89.46% |
$173K - $203K
|
296
$25.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
445New |
$30.6K - $36K
|
445
$38.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-34.5K- 52.96% |
$2.37M - $2.79M
|
30.6K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
620+ 13.51% |
$42.6K - $50.2K
|
5.21K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.5KNew |
$378K - $445K
|
5.5K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.4K- 69.15% |
$715K - $842K
|
4.64K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-100- 0.66% |
$6.87K - $8.1K
|
15K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.79K- 47.66% |
$192K - $226K
|
3.07K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
392KNew |
$26.9M - $31.7M
|
392K
$33.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.1K- 95.86% |
$5.57M - $6.56M
|
3.5K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 69.27% |
$498K - $587K
|
3.22K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.07K+ 27.98% |
$142K - $168K
|
9.48K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
791New |
$54.3K - $64K
|
791
$68.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.67KNew |
$321K - $378K
|
4.67K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.96KNew |
$684K - $806K
|
9.96K
$859K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$962 - $1.13K
|
14
$1.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.68K+ 7.11% |
$596K - $702K
|
131K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
8New |
$550 - $648
|
8
$690
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8- 7.55% |
$550 - $648
|
98
$8.46K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.49KNew |
$446K - $525K
|
6.49K
$560K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 2.69% |
$1.04M - $1.22M
|
576K
$49.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-46.1K- 13.07% |
$3.17M - $3.73M
|
306K
$26.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
86.5KNew |
$5.94M - $7M
|
86.5K
$7.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
238New |
$16.4K - $19.3K
|
238
$20.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
69New |
$4.74K - $5.59K
|
69
$5.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
907New |
$62.3K - $73.4K
|
907
$78.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
317+ 0.53% |
$21.8K - $25.7K
|
60.5K
$5.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.22K- 7.7% |
$84K - $99K
|
14.7K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.9KNew |
$820K - $966K
|
11.9K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-111K- 3.09% |
$7.62M - $8.98M
|
3.48M
$300M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.9KNew |
$1.03M - $1.21M
|
14.9K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-223- 0.97% |
$15.3K - $18.1K
|
22.8K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
16.2K+ 208.1% |
$1.11M - $1.31M
|
23.9K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15KNew |
$1.03M - $1.21M
|
15K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.81KNew |
$399K - $471K
|
5.81K
$502K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.9K+ 4.46% |
$884K - $1.04M
|
302K
$26M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-4.05K- 2.6% |
$278K - $328K
|
151K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03KNew |
$70.5K - $83.1K
|
1.03K
$88.5K
|