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 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.54% |
$1.74K - $1.94K
|
500
$43.6K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.2KNew |
$903K - $1.01M
|
18.2K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-471K- 98.55% |
$23.4M - $26.1M
|
6.93K
$604K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.85K+ 15.97% |
$389K - $435K
|
57K
$4.97M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.38K- 1.92% |
$68.3K - $76.2K
|
70.3K
$6.13M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.73KNew |
$135K - $151K
|
2.73K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
29.8K+ 154.5% |
$1.48M - $1.65M
|
49.1K
$4.28M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.41K- 54.45% |
$70.1K - $78.2K
|
1.18K
$103K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.76K+ 9.7% |
$87.2K - $97.3K
|
19.9K
$1.73M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.3K- 18.48% |
$263K - $294K
|
23.4K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$49.6 - $55.4
|
362
$31.5K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7.81K- 37.52% |
$387K - $432K
|
13K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.21KNew |
$358K - $399K
|
7.21K
$629K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.52K- 6.14% |
$75.4K - $84.1K
|
23.2K
$2.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 8.7% |
$1.59K - $1.77K
|
336
$29.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.8KNew |
$633K - $706K
|
12.8K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-599- 91.45% |
$29.7K - $33.2K
|
56
$4.88K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430New |
$21.3K - $23.8K
|
430
$37.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
720New |
$35.7K - $39.9K
|
720
$62.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
38.7KNew |
$1.92M - $2.14M
|
38.7K
$3.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-269- 2.52% |
$13.3K - $14.9K
|
10.4K
$906K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.75K- 3.91% |
$86.9K - $96.9K
|
43.1K
$3.75M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.62K- 24.31% |
$129K - $144K
|
8.15K
$710K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.21MNew |
$59.6M - $66.8M
|
1.21M
$106M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
215KNew |
$10.6M - $11.8M
|
215K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
218KNew |
$10.7M - $12M
|
218K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.57K+ 14.2% |
$421K - $472K
|
68.9K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
71New |
$3.49K - $3.91K
|
71
$6.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.3KNew |
$1.14M - $1.28M
|
23.3K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$80.6K - $90.3K
|
1.64K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
857New |
$42.1K - $47.2K
|
857
$74.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.66KNew |
$327K - $367K
|
6.66K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1New |
$49.1 - $55.1
|
1
$87.2
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13New |
$639 - $716
|
13
$1.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9.72K- 16.12% |
$478K - $536K
|
50.6K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
966New |
$47.5K - $53.2K
|
966
$84.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.06KNew |
$200K - $224K
|
4.06K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
411New |
$20.2K - $22.6K
|
411
$35.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73+ 0.39% |
$3.59K - $4.02K
|
18.7K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 34.28% |
$5.36K - $6K
|
209
$18.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-175K- 89.68% |
$8.59M - $9.63M
|
20.1K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
564+ 100.0% |
$27.7K - $31.1K
|
1.13K
$98.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
44.5K+ 421.35% |
$2.19M - $2.45M
|
55K
$4.8M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
172New |
$8.45K - $9.47K
|
172
$15K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1KNew |
$49.1K - $55.1K
|
1K
$87.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2K- 15.13% |
$98.3K - $110K
|
11.2K
$977K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
153New |
$7.52K - $8.43K
|
153
$13.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
29KNew |
$1.42M - $1.59M
|
29K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-359K- 99.96% |
$17.6M - $19.8M
|
129
$11.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
4.96K+ 6200.0% |
$244K - $273K
|
5.04K
$439K
|
|