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 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.2K- 2.07% |
$374K - $496K
|
247K
$24.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.84K- 10.01% |
$491K - $652K
|
61.5K
$6.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2K- 5.33% |
$144K - $191K
|
35.5K
$3.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.73K+ 3.1% |
$268K - $355K
|
124K
$12.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.68K- 26.96% |
$264K - $351K
|
9.98K
$991K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 5.88% |
$3.45K - $4.58K
|
864
$85.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.93K- 33.66% |
$138K - $183K
|
3.79K
$377K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.3K+ 146.43% |
$237K - $314K
|
5.55K
$551K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
130+ 12.15% |
$9.34K - $12.4K
|
1.2K
$119K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.57KNew |
$185K - $245K
|
2.57K
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.14% |
$359 - $477
|
3.59K
$357K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-656- 10.2% |
$47.1K - $62.5K
|
5.78K
$574K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
14.1K+ 7.9% |
$1.02M - $1.35M
|
193K
$19.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-77- 1.57% |
$5.53K - $7.34K
|
4.84K
$480K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
229+ 7.93% |
$16.4K - $21.8K
|
3.12K
$310K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
10+ 0.35% |
$718 - $953
|
2.88K
$286K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
6.18K+ 1.92% |
$444K - $589K
|
329K
$32.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-319- 0.09% |
$22.9K - $30.4K
|
371K
$36.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.08K+ 2.51% |
$77.4K - $103K
|
44K
$4.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
17.9K+ 21.86% |
$1.29M - $1.71M
|
99.8K
$9.91M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-171- 0.9% |
$12.3K - $16.3K
|
18.8K
$1.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
100K+ 82.01% |
$7.18M - $9.53M
|
222K
$22M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-502- 0.67% |
$36.1K - $47.9K
|
73.9K
$7.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-200- 1.2% |
$14.4K - $19.1K
|
16.5K
$1.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-63.6K- 18.93% |
$4.57M - $6.07M
|
273K
$27.1M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.81K+ 6.97% |
$385K - $444K
|
73.7K
$7.32M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.98K+ 3.85% |
$158K - $183K
|
53.3K
$5.29M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
78New |
$6.24K - $7.21K
|
78
$7.75K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.34K- 12.18% |
$187K - $216K
|
16.8K
$1.67M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.07K- 73.81% |
$166K - $191K
|
735
$73K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.38KNew |
$271K - $313K
|
3.38K
$336K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
407+ 0.5% |
$32.6K - $37.6K
|
82.5K
$8.2M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
156New |
$12.5K - $14.4K
|
156
$15.5K
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
140KNew |
$11.2M - $12.9M
|
140K
$13.9M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.48K- 5.33% |
$439K - $506K
|
97.4K
$9.67M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.65K- 32.97% |
$132K - $152K
|
3.35K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-88- 41.51% |
$7.04K - $8.13K
|
124
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6.72K+ 14.46% |
$538K - $621K
|
53.2K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.38M- 95.23% |
$110M - $127M
|
69.1K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.4K+ 58.55% |
$192K - $222K
|
6.5K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.7K+ 4.98% |
$1.1M - $1.27M
|
289K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-866- 5.36% |
$69.3K - $80K
|
15.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-22- 0.07% |
$1.76K - $2.03K
|
29.7K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-606K- 91.08% |
$48.5M - $56M
|
59.4K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
161K+ 120.0% |
$12.9M - $14.9M
|
295K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.5KNew |
$1.4M - $1.62M
|
17.5K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
30.1KNew |
$2.41M - $2.78M
|
30.1K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
50KNew |
$4M - $4.62M
|
50K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-156- 2.15% |
$12.5K - $14.4K
|
7.11K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 4.19% |
$2.48K - $2.86K
|
709
$70.4K
|
|