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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.75KNew |
$174K - $203K
|
2.75K
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.3KNew |
$1.16M - $1.35M
|
18.3K
$1.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.84K- 32.19% |
$116K - $135K
|
3.87K
$337K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.17K- 9.53% |
$73.6K - $86K
|
11.1K
$965K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
11New |
$694 - $811
|
11
$959
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-85.5K- 43.04% |
$4.87M - $5.58M
|
113K
$9.86M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
358New |
$20.4K - $23.4K
|
358
$31.2K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
2.86KNew |
$163K - $187K
|
2.86K
$249K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.25KNew |
$71.3K - $81.6K
|
1.25K
$109K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
265New |
$15.1K - $17.3K
|
265
$23.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1KNew |
$57K - $65.3K
|
1K
$87.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
277New |
$15.8K - $18.1K
|
277
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.1KNew |
$1.6M - $1.83M
|
28.1K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.52% |
$57 - $65.3
|
193
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
70KNew |
$3.99M - $4.57M
|
70K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18KNew |
$1.03M - $1.17M
|
18K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
253New |
$14.4K - $16.5K
|
253
$22K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
566New |
$32.3K - $37K
|
566
$49.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$1.88K - $2.15K
|
33
$2.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.89KNew |
$222K - $254K
|
3.89K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
905New |
$51.6K - $59.1K
|
905
$78.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
851+ 0.36% |
$48.5K - $55.6K
|
235K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$1.02M - $1.17M
|
17.9K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-269- 82.01% |
$15.3K - $17.6K
|
59
$5.14K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
908+ 20.4% |
$51.8K - $59.3K
|
5.36K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.64K- 15.58% |
$207K - $237K
|
19.7K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
433+ 3.8% |
$24.7K - $28.3K
|
11.8K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 40.6% |
$57K - $65.3K
|
1.46K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18New |
$1.03K - $1.18K
|
18
$1.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.4K+ 26.27% |
$194K - $222K
|
16.3K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.25K- 34.68% |
$185K - $212K
|
6.12K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
3.66K+ 51.43% |
$208K - $239K
|
10.8K
$938K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
250New |
$14.3K - $16.3K
|
250
$21.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-202- 2.01% |
$11.5K - $13.2K
|
9.86K
$860K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.25K- 9.92% |
$413K - $473K
|
65.8K
$5.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.95K- 44.51% |
$396K - $454K
|
8.66K
$755K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
3.08KNew |
$176K - $201K
|
3.08K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-101- 0.93% |
$5.76K - $6.6K
|
10.7K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.55K- 24.68% |
$88.1K - $101K
|
4.72K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.42K+ 7.77% |
$309K - $354K
|
75.2K
$6.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.6K+ 0.31% |
$91.3K - $105K
|
512K
$44.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
233+ 6.33% |
$13.3K - $15.2K
|
3.92K
$341K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-120- 7.32% |
$6.84K - $7.84K
|
1.52K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$342 - $392
|
6
$523
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.91KNew |
$109K - $125K
|
1.91K
$166K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 21.1% |
$170K - $195K
|
17.1K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
5New |
$285 - $327
|
5
$436
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
132+ 212.9% |
$7.53K - $8.62K
|
194
$16.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18.9KNew |
$1.08M - $1.24M
|
18.9K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-455- 3.54% |
$25.9K - $29.7K
|
12.4K
$1.08M
|
|