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 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-5.68K- 2.64% |
$417K - $478K
|
209K
$19.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
27.9K+ 129.9% |
$2.05M - $2.35M
|
49.4K
$4.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 4.47% |
$1M - $1.15M
|
319K
$29.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
30+ 4.85% |
$2.2K - $2.52K
|
649
$59.9K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
211+ 0.52% |
$15.5K - $17.7K
|
40.7K
$3.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-853- 6.52% |
$62.6K - $71.7K
|
12.2K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.7K+ 55.05% |
$125K - $143K
|
4.79K
$442K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 0.61% |
$76.5K - $87.6K
|
169K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-17.3K- 54.49% |
$1.27M - $1.46M
|
14.5K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.94K+ 94.34% |
$509K - $583K
|
14.3K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.74K+ 344.12% |
$275K - $315K
|
4.83K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 11.56% |
$235K - $269K
|
30.9K
$2.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$7.34K - $8.41K
|
100
$9.23K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
625New |
$45.9K - $52.6K
|
625
$57.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.19KNew |
$307K - $352K
|
4.19K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.03% |
$73.4 - $84.1
|
3.31K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-90- 1.53% |
$6.6K - $7.57K
|
5.78K
$534K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 24.0% |
$3.52K - $4.04K
|
152
$14K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-12- 11.54% |
$881 - $1.01K
|
92
$8.49K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-246- 1.26% |
$18.1K - $20.7K
|
19.2K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-27.2K- 54.22% |
$2M - $2.29M
|
23K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-155- 1.87% |
$11.4K - $13K
|
8.13K
$751K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
134+ 12.26% |
$9.83K - $11.3K
|
1.23K
$113K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.95KNew |
$143K - $164K
|
1.95K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.22KNew |
$676K - $775K
|
9.22K
$851K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.05KNew |
$150K - $172K
|
2.05K
$189K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
100+ 2.38% |
$7.34K - $8.41K
|
4.3K
$397K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
28+ 8.19% |
$2.05K - $2.35K
|
370
$34.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
122+ 5.3% |
$8.95K - $10.3K
|
2.42K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.85K+ 1.39% |
$723K - $828K
|
716K
$66.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 4.59% |
$8.53M - $9.77M
|
2.65M
$245M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
24New |
$1.76K - $2.02K
|
24
$2.22K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
350New |
$25.7K - $29.4K
|
350
$32.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-463- 10.48% |
$34K - $38.9K
|
3.95K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.08% |
$220 - $252
|
3.59K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-853- 15.55% |
$62.6K - $71.7K
|
4.63K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245New |
$18K - $20.6K
|
245
$22.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80+ 307.69% |
$5.87K - $6.73K
|
106
$9.79K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$85.3K - $97.7K
|
1.16K
$107K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.32K+ 0.44% |
$170K - $195K
|
534K
$49.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.25K+ 6.8% |
$605K - $694K
|
130K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52+ 6.81% |
$3.82K - $4.37K
|
816
$75.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
663New |
$48.7K - $55.8K
|
663
$61.2K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.38K- 13.89% |
$101K - $116K
|
8.54K
$789K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
80New |
$5.87K - $6.73K
|
80
$7.39K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8.62KNew |
$632K - $725K
|
8.62K
$795K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
260+ 8.99% |
$19.1K - $21.9K
|
3.15K
$291K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-5.06K- 2.5% |
$371K - $425K
|
198K
$18.2M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
199+ 6.2% |
$14.6K - $16.7K
|
3.41K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
943+ 11.12% |
$69.2K - $79.3K
|
9.42K
$870K
|