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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-152K- 3.21% |
$10.9M - $14.5M
|
4.59M
$445M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-253- 5.72% |
$18.2K - $24.1K
|
4.17K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-75- 1.29% |
$5.39K - $7.15K
|
5.72K
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.82KNew |
$130K - $173K
|
1.82K
$176K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.09KNew |
$222K - $295K
|
3.09K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.18KNew |
$157K - $208K
|
2.18K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-841- 3.33% |
$60.4K - $80.2K
|
24.4K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-479- 1.42% |
$34.4K - $45.7K
|
33.3K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-9.44K- 19.34% |
$678K - $900K
|
39.4K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
9.8K+ 24.22% |
$704K - $934K
|
50.3K
$4.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 20.85% |
$241K - $320K
|
19.5K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45K+ 34.72% |
$104K - $138K
|
5.64K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.24K- 7.35% |
$304K - $404K
|
53.4K
$5.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.39K+ 2.38% |
$172K - $228K
|
103K
$9.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
37.8KNew |
$2.72M - $3.6M
|
37.8K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.45K+ 2.87% |
$104K - $138K
|
51.9K
$5.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 60.21% |
$2.87M - $3.81M
|
106K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.38K- 2.61% |
$171K - $226K
|
88.6K
$8.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-2.3K- 8.14% |
$165K - $219K
|
25.9K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-882- 4.35% |
$63.4K - $84.1K
|
19.4K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
58+ 0.56% |
$4.17K - $5.53K
|
10.5K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.6K+ 88.2% |
$1.19M - $1.58M
|
35.4K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
69.6K+ 6.22% |
$5M - $6.63M
|
1.19M
$115M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.23% |
$575 - $763
|
3.44K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-216- 0.49% |
$15.5K - $20.6K
|
43.8K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$169K - $224K
|
2.35K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 0.31% |
$7.04K - $9.34K
|
31.8K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.33KNew |
$167K - $222K
|
2.33K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.76% |
$1.44K - $1.91K
|
2.63K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-116- 1.43% |
$8.33K - $11.1K
|
7.97K
$773K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-53- 1.77% |
$3.81K - $5.05K
|
2.95K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
7.46KNew |
$536K - $711K
|
7.46K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.4K+ 5.5% |
$1.97M - $2.61M
|
525K
$50.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
4+ 0.01% |
$287 - $381
|
28.2K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-209- 0.73% |
$15K - $19.9K
|
28.5K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.28KNew |
$163K - $217K
|
2.28K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
406+ 0.14% |
$29.2K - $38.7K
|
292K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
16.4K+ 7.31% |
$1.18M - $1.56M
|
241K
$23.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-5.28K- 46.91% |
$380K - $504K
|
5.98K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-165- 3.12% |
$11.9K - $15.7K
|
5.12K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.62K+ 3.62% |
$691K - $917K
|
275K
$26.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-85.7K- 26.88% |
$6.16M - $8.17M
|
233K
$22.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-14.4K- 76.95% |
$1.03M - $1.37M
|
4.3K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.2KNew |
$158K - $210K
|
2.2K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
83New |
$5.96K - $7.91K
|
83
$8.05K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.24K+ 17.91% |
$663K - $880K
|
60.8K
$5.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05K+ 25.61% |
$75.3K - $99.9K
|
5.14K
$498K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3K- 22.77% |
$215K - $286K
|
10.2K
$986K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
253K+ 1018.12% |
$18.2M - $24.1M
|
278K
$26.9M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
357+ 2.79% |
$25.6K - $34K
|
13.1K
$1.27M
|