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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.19K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-42- 14.29% |
$3.36K - $3.88K
|
252
$25K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
10.2K+ 6.88% |
$817K - $943K
|
159K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-259- 54.99% |
$20.7K - $23.9K
|
212
$21.1K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.05K- 25.22% |
$244K - $282K
|
9.05K
$899K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
651New |
$52.1K - $60.1K
|
651
$64.7K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.65KNew |
$212K - $245K
|
2.65K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.76K- 3.03% |
$381K - $440K
|
153K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-165- 1.33% |
$13.2K - $15.2K
|
12.2K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
6+ 0.15% |
$480 - $554
|
4.06K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.3K- 94.96% |
$184K - $212K
|
122
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.3KNew |
$983K - $1.13M
|
12.3K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15.1K+ 3.92% |
$1.2M - $1.39M
|
399K
$39.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5.35KNew |
$428K - $494K
|
5.35K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.65K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.22K+ 3.03% |
$97.7K - $113K
|
41.5K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
193+ 7.85% |
$15.4K - $17.8K
|
2.65K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
301New |
$24.1K - $27.8K
|
301
$29.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.01K+ 5.23% |
$80.5K - $92.9K
|
20.2K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.78K- 34.88% |
$143K - $165K
|
3.33K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.05K- 61.29% |
$324K - $374K
|
2.56K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
211+ 90.95% |
$16.9K - $19.5K
|
443
$44K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 0.88% |
$23.1K - $26.6K
|
32.3K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27New |
$2.16K - $2.49K
|
27
$2.68K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
33New |
$2.64K - $3.05K
|
33
$3.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
91+ 0.3% |
$7.28K - $8.41K
|
30.3K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-26- 0.66% |
$2.08K - $2.4K
|
3.93K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
395New |
$31.6K - $36.5K
|
395
$39.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-148- 5.38% |
$11.8K - $13.7K
|
2.6K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
132K+ 1195.37% |
$10.6M - $12.2M
|
143K
$14.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.42K- 64.98% |
$434K - $500K
|
2.92K
$290K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-253- 18.78% |
$20.3K - $23.4K
|
1.09K
$109K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 3.7% |
$160 - $185
|
56
$5.56K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$347K - $400K
|
4.33K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 57.14% |
$1.6K - $1.85K
|
15
$1.49K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-1.02K- 5.77% |
$81.3K - $93.8K
|
16.6K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
221KNew |
$17.7M - $20.5M
|
221K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.33K- 3.21% |
$186K - $215K
|
70.1K
$6.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
153+ 3.73% |
$12.2K - $14.1K
|
4.25K
$422K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.27KNew |
$502K - $579K
|
6.27K
$623K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
5+ 0.16% |
$400 - $462
|
3.12K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-65Closed |
$5.2K - $6.01K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
67+ 1.23% |
$5.36K - $6.19K
|
5.51K
$547K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 2.32% |
$5.52K - $6.37K
|
3.04K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-282- 1.28% |
$22.6K - $26.1K
|
21.8K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.8K- 35.19% |
$144K - $166K
|
3.31K
$329K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.09% |
$3.68K - $4.25K
|
1.08K
$107K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.19K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
52.8K+ 111.55% |
$4.31M - $4.82M
|
100K
$9.94M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3.24KNew |
$265K - $296K
|
3.24K
$322K
|
|