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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
857New |
$42.4K - $47.2K
|
857
$69.8K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.66KNew |
$330K - $367K
|
6.66K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1New |
$49.5 - $55.1
|
1
$81.4
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13New |
$643 - $716
|
13
$1.06K
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9.72K- 16.12% |
$481K - $536K
|
50.6K
$4.12M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
966New |
$47.8K - $53.2K
|
966
$78.6K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.06KNew |
$201K - $224K
|
4.06K
$331K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
411New |
$20.3K - $22.6K
|
411
$33.5K
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73+ 0.39% |
$3.61K - $4.02K
|
18.7K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 34.28% |
$5.39K - $6K
|
209
$17K
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-175K- 89.68% |
$8.65M - $9.63M
|
20.1K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
564+ 100.0% |
$27.9K - $31.1K
|
1.13K
$91.8K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
44.5K+ 421.35% |
$2.2M - $2.45M
|
55K
$4.48M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
428+ 5.37% |
$21.2K - $23.6K
|
8.4K
$684K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
172New |
$8.51K - $9.47K
|
172
$14K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1KNew |
$49.5K - $55.1K
|
1K
$81.4K
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2K- 15.13% |
$98.9K - $110K
|
11.2K
$913K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
153New |
$7.57K - $8.43K
|
153
$12.5K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-425- 55.19% |
$21K - $23.4K
|
345
$28.1K
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
29KNew |
$1.43M - $1.59M
|
29K
$2.36M
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-359K- 99.96% |
$17.8M - $19.8M
|
129
$10.5K
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
4.96K+ 6200.0% |
$245K - $273K
|
5.04K
$410K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
141+ 0.92% |
$6.98K - $7.76K
|
15.4K
$1.26M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-359- 82.15% |
$17.8K - $19.8K
|
78
$6.35K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.21MNew |
$60M - $66.8M
|
1.21M
$98.7M
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.95KNew |
$195K - $217K
|
3.95K
$321K
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
8.78KNew |
$434K - $483K
|
8.78K
$714K
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-397- 3.79% |
$19.6K - $21.9K
|
10.1K
$819K
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
40.4KNew |
$2M - $2.22M
|
40.4K
$3.29M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.75KNew |
$86.4K - $96.2K
|
1.75K
$142K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
221New |
$10.9K - $12.2K
|
221
$18K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
13+ 0.28% |
$643 - $716
|
4.58K
$372K
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
179KNew |
$8.87M - $9.87M
|
179K
$14.6M
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.93K+ 23.24% |
$95.3K - $106K
|
10.2K
$832K
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
26.7KNew |
$1.32M - $1.47M
|
26.7K
$2.17M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.1KNew |
$54.4K - $60.6K
|
1.1K
$89.6K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-34.1K- 35.09% |
$1.69M - $1.88M
|
63.1K
$5.14M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-784- 10.21% |
$38.8K - $43.2K
|
6.89K
$561K
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
4.07KNew |
$201K - $224K
|
4.07K
$331K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
193New |
$9.55K - $10.6K
|
193
$15.7K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-58.8K- 95.51% |
$2.91M - $3.24M
|
2.77K
$225K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54KNew |
$76.2K - $84.9K
|
1.54K
$125K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
21.6K+ 6.34% |
N/A
|
363K
$29.5M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
79+ 69.3% |
N/A
|
193
$15.7K
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-30- 0.29% |
N/A
|
10.2K
$827K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-882- 4.49% |
N/A
|
18.8K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-281K- 55.74% |
N/A
|
223K
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.6K- 20.46% |
N/A
|
21.8K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-14.1K- 33.93% |
N/A
|
27.4K
$2.23M
|