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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.93K- 46.57% |
$224K - $256K
|
4.51K
$393K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-20.6K- 1.28% |
$1.18M - $1.35M
|
1.59M
$139M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98+ 27.92% |
$5.59K - $6.4K
|
449
$39.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
42+ 0.94% |
$2.39K - $2.74K
|
4.49K
$392K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.36K+ 4.55% |
$420K - $480K
|
169K
$14.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2K- 36.09% |
$114K - $131K
|
3.54K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.25KNew |
$185K - $212K
|
3.25K
$283K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30New |
$1.71K - $1.96K
|
30
$2.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
58New |
$3.31K - $3.79K
|
58
$5.05K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
35New |
$2K - $2.29K
|
35
$3.05K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25New |
$1.43K - $1.63K
|
25
$2.18K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-7.15K- 37.1% |
$408K - $467K
|
12.1K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 49.5% |
$5.64K - $6.46K
|
101
$8.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
286New |
$16.3K - $18.7K
|
286
$24.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
35+ 4.03% |
$2K - $2.29K
|
904
$78.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-225- 5.68% |
$12.8K - $14.7K
|
3.74K
$326K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.2K+ 6.33% |
$694K - $795K
|
205K
$17.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.32% |
$741 - $849
|
4.12K
$359K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 9.2% |
$8.85K - $9.43K
|
1.78K
$155K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
483New |
$28.5K - $30.4K
|
483
$42.1K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-55Closed |
$3.24K - $3.46K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
215New |
$12.7K - $13.5K
|
215
$18.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
28New |
$1.65K - $1.76K
|
28
$2.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
2KNew |
$118K - $126K
|
2K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.99KNew |
$353K - $377K
|
5.99K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
945+ 4.08% |
$55.7K - $59.4K
|
24.1K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-437- 55.81% |
$25.8K - $27.5K
|
346
$30.2K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 11.0% |
$649 - $692
|
89
$7.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
113New |
$6.66K - $7.11K
|
113
$9.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34.8K- 32.64% |
$2.05M - $2.19M
|
71.9K
$6.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
329KNew |
$19.4M - $20.7M
|
329K
$28.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-402KClosed |
$23.7M - $25.3M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95New |
$5.6K - $5.97K
|
95
$8.28K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
160+ 23.32% |
$9.44K - $10.1K
|
846
$73.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-318- 19.23% |
$18.8K - $20K
|
1.34K
$116K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$221K - $236K
|
3.75K
$327K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
55.9K+ 9.08% |
$3.3M - $3.52M
|
672K
$58.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$59 - $62.9
|
16.9K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
313New |
$18.5K - $19.7K
|
313
$27.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$617K - $658K
|
10.5K
$911K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
101New |
$5.96K - $6.35K
|
101
$8.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
141+ 2.48% |
$8.31K - $8.87K
|
5.83K
$508K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25.4KNew |
$1.5M - $1.6M
|
25.4K
$2.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.17KNew |
$482K - $514K
|
8.17K
$712K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.98KNew |
$117K - $125K
|
1.98K
$173K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-147- 0.83% |
$8.67K - $9.24K
|
17.6K
$1.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
698New |
$41.2K - $43.9K
|
698
$60.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50New |
$2.95K - $3.14K
|
50
$4.36K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.46K
|
55
$4.79K
|
|