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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
250New |
$14.3K - $16.3K
|
250
$20.5K
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-514- 6.66% |
$29.3K - $33.6K
|
7.2K
$592K
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-202- 2.01% |
$11.5K - $13.2K
|
9.86K
$810K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.25K- 9.92% |
$413K - $473K
|
65.8K
$5.4M
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.05KNew |
$288K - $330K
|
5.05K
$415K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
488New |
$27.8K - $31.9K
|
488
$40.1K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.95K- 44.51% |
$396K - $454K
|
8.66K
$711K
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
3.08KNew |
$176K - $201K
|
3.08K
$253K
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-101- 0.93% |
$5.76K - $6.6K
|
10.7K
$883K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.55K- 24.68% |
$88.1K - $101K
|
4.72K
$387K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.42K+ 7.77% |
$309K - $354K
|
75.2K
$6.18M
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.6K+ 0.31% |
$91.3K - $105K
|
512K
$42M
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26New |
$1.48K - $1.7K
|
26
$2.13K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
233+ 6.33% |
$13.3K - $15.2K
|
3.92K
$322K
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.69K- 39.5% |
$210K - $241K
|
5.65K
$464K
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-120- 7.32% |
$6.84K - $7.84K
|
1.52K
$125K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30.1K+ 28.34% |
$1.72M - $1.96M
|
136K
$11.2M
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
47New |
$2.68K - $3.07K
|
47
$3.86K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$342 - $392
|
6
$493
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.91KNew |
$109K - $125K
|
1.91K
$157K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
190New |
$10.8K - $12.4K
|
190
$15.6K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 21.1% |
$170K - $195K
|
17.1K
$1.41M
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
5New |
$285 - $327
|
5
$411
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-16.5K- 10.3% |
$941K - $1.08M
|
144K
$11.8M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
132+ 212.9% |
$7.53K - $8.62K
|
194
$15.9K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
596+ 21.7% |
$34K - $38.9K
|
3.34K
$274K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18.9KNew |
$1.08M - $1.24M
|
18.9K
$1.55M
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-455- 3.54% |
$25.9K - $29.7K
|
12.4K
$1.02M
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.93K- 46.57% |
$224K - $256K
|
4.51K
$370K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-20.6K- 1.28% |
$1.18M - $1.35M
|
1.59M
$130M
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.29KNew |
$244K - $280K
|
4.29K
$352K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95.4KNew |
$5.44M - $6.23M
|
95.4K
$7.84M
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.21KNew |
$183K - $210K
|
3.21K
$264K
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
325New |
$18.5K - $21.2K
|
325
$26.7K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98+ 27.92% |
$5.59K - $6.4K
|
449
$36.9K
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-90- 1.66% |
$5.13K - $5.88K
|
5.34K
$438K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
42+ 0.94% |
$2.39K - $2.74K
|
4.49K
$369K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
964+ 0.67% |
$55K - $62.9K
|
145K
$11.9M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.36K+ 4.55% |
$420K - $480K
|
169K
$13.9M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2K- 36.09% |
$114K - $131K
|
3.54K
$291K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.25KNew |
$185K - $212K
|
3.25K
$266K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30New |
$1.71K - $1.96K
|
30
$2.46K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.88K+ 105.69% |
$563K - $645K
|
19.2K
$1.58M
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-373- 10.17% |
$21.3K - $24.4K
|
3.3K
$271K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
58New |
$3.31K - $3.79K
|
58
$4.76K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-570- 63.33% |
$32.5K - $37.2K
|
330
$27.1K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
35New |
$2K - $2.29K
|
35
$2.87K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25New |
$1.43K - $1.63K
|
25
$2.05K
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-7.15K- 37.1% |
$408K - $467K
|
12.1K
$995K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 49.5% |
$5.64K - $6.46K
|
101
$8.29K
|