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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-5.05KClosed |
$255K - $340K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
494+ 63.25% |
$24.9K - $33.3K
|
1.28K
$105K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.73KClosed |
$340K - $454K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-3KClosed |
$151K - $202K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.72KNew |
$137K - $183K
|
2.72K
$224K
|
|
Aug 12, 2022
Q2 2022
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-9.37KClosed |
$473K - $631K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
135New |
$6.81K - $9.1K
|
135
$11.1K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-68- 5.82% |
$3.43K - $4.58K
|
1.1K
$90.8K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.46KClosed |
$73.8K - $98.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.28KClosed |
$64.6K - $86.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.2KClosed |
$162K - $216K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.34KNew |
$219K - $292K
|
4.34K
$358K
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-743- 2.12% |
$37.5K - $50.1K
|
34.3K
$2.83M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.35KClosed |
$169K - $226K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.53KNew |
$279K - $373K
|
5.53K
$456K
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-83.8KClosed |
$4.23M - $5.65M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96KNew |
$99.1K - $132K
|
1.96K
$162K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-3.32KClosed |
$168K - $224K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-3.85KClosed |
$194K - $259K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-31.6KClosed |
$1.59M - $2.13M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.63K- 57.87% |
$82K - $110K
|
1.18K
$97.6K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 3.63% |
$353 - $472
|
200
$16.5K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-52.5KClosed |
$2.65M - $3.54M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
26+ 11.87% |
$1.31K - $1.75K
|
245
$20.2K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.56KClosed |
$180K - $240K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.33KClosed |
$168K - $225K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-75Closed |
$3.79K - $5.05K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5.18KClosed |
$262K - $349K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-144- 2.85% |
$7.27K - $9.7K
|
4.91K
$405K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.79KClosed |
$90.1K - $120K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.02KClosed |
$203K - $271K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.5KClosed |
$177K - $236K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-1.71K- 12.93% |
$86.2K - $115K
|
11.5K
$949K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-15- 0.37% |
$757 - $1.01K
|
4.09K
$337K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-50Closed |
$2.52K - $3.37K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.12KClosed |
$259K - $345K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-59.9K- 11.86% |
$3.02M - $4.03M
|
445K
$36.7M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.96K- 32.75% |
$98.9K - $132K
|
4.03K
$332K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
82+ 2.02% |
$4.14K - $5.53K
|
4.14K
$342K
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-5.69KClosed |
$287K - $384K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$50.5 - $67.4
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.81K- 24.0% |
$142K - $189K
|
8.89K
$734K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
8.3KNew |
$419K - $560K
|
8.3K
$685K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-498- 1.81% |
$25.1K - $33.6K
|
27K
$2.22M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.53K- 41.01% |
$77K - $103K
|
2.2K
$181K
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-145KClosed |
$7.31M - $9.76M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-29.2KClosed |
$1.47M - $1.97M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19.3KClosed |
$973K - $1.3M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-31.6KClosed |
$1.59M - $2.13M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
206KNew |
$10.4M - $13.9M
|
206K
$17M
|