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 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
42.1K+ 23.48% |
$3.98M - $4.44M
|
222K
$23.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
380+ 12.7% |
$35.8K - $40K
|
3.37K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-6.68K- 9.74% |
$630K - $704K
|
61.9K
$6.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
149+ 0.12% |
$14.1K - $15.7K
|
120K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.17K- 4.3% |
$110K - $123K
|
26K
$2.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
2KNew |
$188K - $210K
|
2K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
60+ 0.79% |
$5.66K - $6.32K
|
7.64K
$801K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
4.1KNew |
$387K - $432K
|
4.1K
$430K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
942New |
$88.9K - $99.2K
|
942
$98.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.33KNew |
$219K - $245K
|
2.33K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
727+ 0.66% |
$68.6K - $76.6K
|
111K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-31.2K- 17.44% |
$2.94M - $3.28M
|
147K
$15.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.14K- 3.58% |
$107K - $120K
|
30.6K
$3.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.13% |
$377 - $421
|
3.04K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.01K+ 2.41% |
$95.5K - $107K
|
43K
$4.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.04% |
$283 - $316
|
8.43K
$883K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.12K+ 5.99% |
$861K - $961K
|
161K
$16.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.89K- 2.8% |
$273K - $305K
|
100K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
78+ 2.63% |
$7.36K - $8.21K
|
3.05K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 0.93% |
$1.89K - $2.11K
|
2.18K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-70- 0.32% |
$6.6K - $7.37K
|
22K
$2.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.6KNew |
$245K - $274K
|
2.6K
$272K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.1K- 5.92% |
$2.93M - $3.27M
|
494K
$51.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-19- 7.01% |
$1.79K - $2K
|
252
$26.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
689K+ 3540.84% |
$65M - $72.6M
|
709K
$74.3M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1New |
$94.3 - $105
|
1
$105
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-3.23K- 3.89% |
$304K - $340K
|
79.7K
$8.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.46K- 20.36% |
$137K - $153K
|
5.7K
$597K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
747+ 21.82% |
$70.5K - $78.7K
|
4.17K
$437K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.11K- 3.66% |
$105K - $117K
|
29.2K
$3.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-32.5K- 30.6% |
$3.07M - $3.43M
|
73.8K
$7.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.14KNew |
$297K - $331K
|
3.14K
$330K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.63K+ 0.24% |
$153K - $171K
|
675K
$70.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.46K- 2.86% |
$232K - $259K
|
83.4K
$8.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.99K- 44.83% |
$754K - $842K
|
9.84K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-4.61K- 2.21% |
$435K - $486K
|
204K
$21.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.78K- 5.73% |
$262K - $293K
|
45.7K
$4.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.13K+ 181.29% |
$579K - $646K
|
9.52K
$997K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.98KNew |
$186K - $208K
|
1.98K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-504- 2.38% |
$47.5K - $53.1K
|
20.7K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-214- 1.09% |
$20.2K - $22.5K
|
19.5K
$2.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-223- 2.01% |
$21K - $23.5K
|
10.9K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
724+ 26.0% |
$68.3K - $76.2K
|
3.51K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.94KNew |
$183K - $205K
|
1.94K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-304- 7.09% |
$28.7K - $32K
|
3.99K
$418K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-14.7K- 4.18% |
$1.39M - $1.55M
|
337K
$35.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$182K - $203K
|
1.93K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.76K+ 2.22% |
$260K - $291K
|
127K
$13.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.31% |
$8.21K - $9.16K
|
6.75K
$707K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9- 0.05% |
$849 - $948
|
17.9K
$1.88M
|
|