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 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.5KNew |
$687K - $766K
|
12.5K
$1.02M
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
3.8KNew |
$208K - $232K
|
3.8K
$309K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.5K- 79.67% |
$1.12M - $1.24M
|
5.74K
$467K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
82+ 3.79% |
$4.07K - $4.54K
|
2.25K
$183K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
170+ 12.14% |
$8.43K - $9.41K
|
1.57K
$128K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
140+ 0.32% |
$6.95K - $7.75K
|
43.4K
$3.53M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26KClosed |
$1.29M - $1.44M
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
27New |
$1.34K - $1.49K
|
27
$2.2K
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-48K- 98.19% |
$2.38M - $2.66M
|
883
$71.9K
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.91KNew |
$194K - $217K
|
3.91K
$319K
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
30New |
$1.49K - $1.66K
|
30
$2.44K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
840+ 4.83% |
$41.7K - $46.5K
|
18.2K
$1.48M
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
67New |
$3.32K - $3.71K
|
67
$5.45K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.54% |
$1.74K - $1.94K
|
500
$40.7K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-892K- 99.97% |
$44.2M - $49.4M
|
270
$22K
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.2KNew |
$903K - $1.01M
|
18.2K
$1.48M
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-471K- 98.55% |
$23.4M - $26.1M
|
6.93K
$564K
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.85K+ 15.97% |
$389K - $435K
|
57K
$4.64M
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.38K- 1.92% |
$68.3K - $76.2K
|
70.3K
$5.73M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.73KNew |
$135K - $151K
|
2.73K
$222K
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
29.8K+ 154.5% |
$1.48M - $1.65M
|
49.1K
$4M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.41K- 54.45% |
$70.1K - $78.2K
|
1.18K
$96.2K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.76K+ 9.7% |
$87.2K - $97.3K
|
19.9K
$1.62M
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.3K- 18.48% |
$263K - $294K
|
23.4K
$1.9M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$49.6 - $55.4
|
362
$29.5K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
200New |
$9.92K - $11.1K
|
200
$16.3K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.3K- 18.48% |
$263K - $294K
|
23.4K
$1.9M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22K- 63.84% |
$1.09M - $1.22M
|
12.4K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7.81K- 37.52% |
$387K - $432K
|
13K
$1.06M
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.21KNew |
$358K - $399K
|
7.21K
$587K
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-147K- 91.82% |
$7.28M - $8.12M
|
13.1K
$1.06M
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.52K- 6.14% |
$75.4K - $84.1K
|
23.2K
$1.89M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 8.7% |
$1.59K - $1.77K
|
336
$27.4K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.8KNew |
$633K - $706K
|
12.8K
$1.04M
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-599- 91.45% |
$29.7K - $33.2K
|
56
$4.56K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430New |
$21.3K - $23.8K
|
430
$35K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.09KNew |
$54.2K - $60.5K
|
1.09K
$89K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
720New |
$35.7K - $39.9K
|
720
$58.6K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
38.7KNew |
$1.92M - $2.14M
|
38.7K
$3.15M
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-106KClosed |
$5.27M - $5.88M
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-269- 2.52% |
$13.3K - $14.9K
|
10.4K
$847K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.75K- 3.91% |
$86.9K - $96.9K
|
43.1K
$3.51M
|
|
Q4 2022 | |||||||
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.21MNew |
$60M - $66.8M
|
1.21M
$98.7M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
215KNew |
$10.6M - $11.8M
|
215K
$17.5M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
218KNew |
$10.8M - $12M
|
218K
$17.7M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.57K+ 14.2% |
$424K - $472K
|
68.9K
$5.61M
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
71New |
$3.51K - $3.91K
|
71
$5.78K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.87KNew |
$488K - $544K
|
9.87K
$804K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.3KNew |
$1.15M - $1.28M
|
23.3K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$81.1K - $90.3K
|
1.64K
$134K
|