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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.81KNew |
$399K - $471K
|
5.81K
$507K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.9K+ 4.46% |
$884K - $1.04M
|
302K
$26.3M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03KNew |
$70.5K - $83.1K
|
1.03K
$89.4K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500New |
$34.4K - $40.5K
|
500
$43.6K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$181K - $213K
|
2.63K
$229K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
908+ 23.02% |
$62.4K - $73.5K
|
4.85K
$423K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
260KNew |
$17.9M - $21.1M
|
260K
$22.7M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
102+ 2.13% |
$7.01K - $8.26K
|
4.89K
$426K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
593New |
$40.7K - $48K
|
593
$51.7K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.77KNew |
$259K - $305K
|
3.77K
$329K
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
2.53KNew |
$174K - $205K
|
2.53K
$221K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.8K+ 138.74% |
$2.12M - $2.49M
|
53K
$4.62M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
322New |
$22.1K - $26.1K
|
322
$28.1K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40+ 2.13% |
$2.75K - $3.24K
|
1.92K
$167K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-10.1K- 9.75% |
$692K - $815K
|
93.2K
$8.12M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-83.1K- 85.82% |
$5.71M - $6.73M
|
13.7K
$1.2M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
199+ 568.57% |
$13.7K - $16.1K
|
234
$20.4K
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.52KNew |
$173K - $204K
|
2.52K
$219K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
779New |
$53.5K - $63.1K
|
779
$67.9K
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-33- 0.58% |
$2.27K - $2.67K
|
5.62K
$490K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-238- 5.83% |
$16.4K - $19.3K
|
3.85K
$335K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-723- 63.76% |
$49.7K - $58.5K
|
411
$35.8K
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 12.77% |
$412 - $486
|
53
$4.62K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.16% |
$1.37K - $1.62K
|
12.4K
$1.08M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.73KNew |
$188K - $221K
|
2.73K
$238K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$618 - $729
|
5.66K
$493K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.09KNew |
$487K - $574K
|
7.09K
$618K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
331New |
$22.7K - $26.8K
|
331
$28.8K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
21.8KNew |
$1.5M - $1.76M
|
21.8K
$1.9M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.69K+ 2.4% |
$253K - $298K
|
157K
$13.7M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$90K - $106K
|
1.31K
$114K
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.67KNew |
$252K - $297K
|
3.67K
$320K
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27.5K+ 806.15% |
$1.89M - $2.23M
|
30.9K
$2.7M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.75KNew |
$189K - $222K
|
2.75K
$239K
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
6K+ 17.06% |
$412K - $486K
|
41.2K
$3.59M
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-5.67K- 6.7% |
$390K - $459K
|
79K
$6.88M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-70- 5.33% |
$4.81K - $5.67K
|
1.24K
$108K
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3KNew |
$206K - $243K
|
3K
$261K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-194- 2.8% |
$13.3K - $15.7K
|
6.73K
$586K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.14KNew |
$284K - $335K
|
4.14K
$361K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$756 - $890
|
11
$959
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
144+ 960.0% |
$9.89K - $11.7K
|
159
$13.9K
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.61KNew |
$179K - $211K
|
2.61K
$227K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
223+ 0.36% |
$15.3K - $18.1K
|
62.7K
$5.46M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.89KNew |
$199K - $234K
|
2.89K
$252K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
197+ 3.45% |
$13.5K - $15.9K
|
5.92K
$515K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-32- 0.2% |
$2.2K - $2.59K
|
15.6K
$1.36M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.47K+ 160.56% |
$239K - $281K
|
5.64K
$491K
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-130- 1.17% |
$8.93K - $10.5K
|
11K
$960K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
823+ 20.4% |
$56.5K - $66.6K
|
4.86K
$423K
|