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 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
141+ 0.92% |
$6.93K - $7.76K
|
15.4K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-359- 82.15% |
$17.6K - $19.8K
|
78
$6.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.21MNew |
$59.6M - $66.8M
|
1.21M
$106M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.95KNew |
$194K - $217K
|
3.95K
$344K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
8.78KNew |
$431K - $483K
|
8.78K
$765K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-397- 3.79% |
$19.5K - $21.9K
|
10.1K
$877K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
40.4KNew |
$1.99M - $2.22M
|
40.4K
$3.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.75KNew |
$85.8K - $96.2K
|
1.75K
$152K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
221New |
$10.9K - $12.2K
|
221
$19.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
13+ 0.28% |
$639 - $716
|
4.58K
$399K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
179KNew |
$8.81M - $9.87M
|
179K
$15.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.93K+ 23.24% |
$94.7K - $106K
|
10.2K
$891K
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
26.7KNew |
$1.31M - $1.47M
|
26.7K
$2.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.1KNew |
$54.1K - $60.6K
|
1.1K
$95.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-34.1K- 35.09% |
$1.68M - $1.88M
|
63.1K
$5.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-784- 10.21% |
$38.5K - $43.2K
|
6.89K
$601K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
4.07KNew |
$200K - $224K
|
4.07K
$354K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
193New |
$9.48K - $10.6K
|
193
$16.8K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-58.8K- 95.51% |
$2.89M - $3.24M
|
2.77K
$241K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54KNew |
$75.7K - $84.9K
|
1.54K
$134K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.59KClosed |
$79.9K - $98.6K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
21.6K+ 6.34% |
$1.08M - $1.34M
|
363K
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
79+ 69.3% |
$3.96K - $4.89K
|
193
$16.8K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-30- 0.29% |
$1.5K - $1.86K
|
10.2K
$885K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-882- 4.49% |
$44.2K - $54.6K
|
18.8K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-281K- 55.74% |
$14.1M - $17.4M
|
223K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.6K- 20.46% |
$281K - $347K
|
21.8K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-14.1K- 33.93% |
$705K - $871K
|
27.4K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.22KNew |
$61K - $75.3K
|
1.22K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.5KNew |
$376K - $464K
|
7.5K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
492New |
$24.6K - $30.4K
|
492
$42.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.63KNew |
$282K - $348K
|
5.63K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-80- 32.65% |
$4.01K - $4.95K
|
165
$14.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-287- 3.62% |
$14.4K - $17.8K
|
7.64K
$666K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.4K+ 5.32% |
$1.17M - $1.45M
|
464K
$40.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$50.1 - $61.9
|
343
$29.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
147K+ 17.67% |
$7.37M - $9.1M
|
979K
$85.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
914New |
$45.8K - $56.5K
|
914
$79.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 2.63% |
$50.1 - $61.9
|
37
$3.22K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.51K - $3.09K
|
50
$4.36K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-56- 0.36% |
$2.81K - $3.46K
|
15.3K
$1.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2KNew |
$100K - $124K
|
2K
$174K
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
5.34KNew |
$268K - $330K
|
5.34K
$465K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.7K+ 106.94% |
$3.59M - $4.43M
|
139K
$12.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
737+ 32.52% |
$36.9K - $45.6K
|
3K
$262K
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
5.8KNew |
$291K - $359K
|
5.8K
$505K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.57K+ 92.32% |
$179K - $221K
|
7.44K
$648K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.08K+ 21.99% |
$355K - $438K
|
39.3K
$3.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.58K- 16.76% |
$129K - $160K
|
12.8K
$1.12M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-611- 5.7% |
$30.6K - $37.8K
|
10.1K
$882K
|
|