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, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.22K- 7.7% |
$84K - $99K
|
14.7K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-223- 0.97% |
$15.3K - $18.1K
|
22.8K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
16.2K+ 208.1% |
$1.11M - $1.31M
|
23.9K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.9K+ 4.46% |
$884K - $1.04M
|
302K
$30M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500New |
$34.4K - $40.5K
|
500
$49.7K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$181K - $213K
|
2.63K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
260KNew |
$17.9M - $21.1M
|
260K
$25.9M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
102+ 2.13% |
$7.01K - $8.26K
|
4.89K
$485K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
593New |
$40.7K - $48K
|
593
$58.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
322New |
$22.1K - $26.1K
|
322
$32K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-83.1K- 85.82% |
$5.71M - $6.73M
|
13.7K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
199+ 568.57% |
$13.7K - $16.1K
|
234
$23.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.52KNew |
$173K - $204K
|
2.52K
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
779New |
$53.5K - $63.1K
|
779
$77.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 12.77% |
$412 - $486
|
53
$5.26K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$618 - $729
|
5.66K
$562K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$90K - $106K
|
1.31K
$130K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.67KNew |
$252K - $297K
|
3.67K
$364K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3KNew |
$206K - $243K
|
3K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.14KNew |
$284K - $335K
|
4.14K
$411K
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.61KNew |
$179K - $211K
|
2.61K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.47K+ 160.56% |
$239K - $281K
|
5.64K
$560K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
33New |
$2.27K - $2.67K
|
33
$3.28K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$137 - $162
|
2
$199
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4.39K- 3.04% |
$302K - $355K
|
140K
$13.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
320New |
$22K - $25.9K
|
320
$31.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 30.25% |
$84.4K - $99.4K
|
5.29K
$525K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.58KNew |
$246K - $289K
|
3.58K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 14.41% |
$3.44K - $4.05K
|
297
$29.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
15.3KNew |
$1.05M - $1.24M
|
15.3K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
17.5K+ 8434.13% |
$1.21M - $1.42M
|
17.8K
$1.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
91New |
$6.25K - $7.37K
|
91
$9.04K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-351- 0.91% |
$24.1K - $28.4K
|
38.4K
$3.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.24% |
$1.03K - $1.21K
|
339
$33.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.04K- 63.96% |
$621K - $731K
|
5.09K
$506K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
PUT |
-3K- 42.86% |
$206K - $243K
|
4K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
80New |
$5.5K - $6.48K
|
80
$7.95K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-315- 9.98% |
$21.6K - $25.5K
|
2.84K
$282K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-7.14K- 32.19% |
$490K - $578K
|
15K
$1.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-7.6K- 2.72% |
$522K - $616K
|
272K
$27M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
142New |
$9.76K - $11.5K
|
142
$14.1K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.81KNew |
$124K - $146K
|
1.81K
$180K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.82% |
$68.7 - $81
|
54
$5.36K
|
|
| Q1 2024 | |||||||
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-212Closed |
$13.4K - $15.6K
|
0
$0
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-8.49KClosed |
$536K - $626K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5.96K- 92.02% |
$376K - $439K
|
517
$51.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$1.38M - $1.61M
|
21.8K
$2.16M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
88New |
$5.55K - $6.49K
|
88
$8.74K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.6KNew |
$290K - $339K
|
4.6K
$457K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.28K- 20.84% |
$80.5K - $94K
|
4.84K
$481K
|
|