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 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.81KClosed |
$115K - $133K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
85New |
$5.39K - $6.25K
|
85
$7.01K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-205Closed |
$13K - $15.1K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
13.3KNew |
$846K - $980K
|
13.3K
$1.1M
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.28KClosed |
$208K - $241K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-122Closed |
$7.73K - $8.96K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11Closed |
$697 - $808
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-679Closed |
$43K - $49.9K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
182New |
$11.5K - $13.4K
|
182
$15K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11.5KClosed |
$729K - $845K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.4KClosed |
$2.88M - $3.34M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-546KClosed |
$34.6M - $40.1M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.24KNew |
$268K - $311K
|
4.24K
$349K
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.44KClosed |
$281K - $326K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-10.8KClosed |
$686K - $796K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.84KClosed |
$116K - $126K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.67KClosed |
$358K - $388K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.36KClosed |
$85.7K - $92.8K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-341Closed |
$21.6K - $23.3K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
7.68KNew |
$485K - $525K
|
7.68K
$633K
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.2KClosed |
$266K - $288K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.93KNew |
$122K - $132K
|
1.93K
$159K
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-11.6KClosed |
$732K - $792K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-79Closed |
$5K - $5.41K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.33KClosed |
$147K - $159K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-696Closed |
$44K - $47.6K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-47.5KClosed |
$2.72M - $3M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-559Closed |
$32K - $35.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-36KClosed |
$2.06M - $2.27M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-715- 14.99% |
$40.9K - $45.1K
|
4.06K
$335K
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-35Closed |
$2K - $2.21K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-66.7KClosed |
$3.82M - $4.21M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-156Closed |
$8.92K - $9.84K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.74KClosed |
$500K - $551K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.71KClosed |
$97.5K - $108K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
220New |
$12.6K - $13.9K
|
220
$18.2K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-79Closed |
$4.52K - $4.98K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-791Closed |
$45.2K - $49.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-30Closed |
$1.72K - $1.89K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.7KClosed |
$326K - $359K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.8KClosed |
$103K - $113K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
24New |
$1.37K - $1.51K
|
24
$1.98K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.4KClosed |
$74.6K - $81.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-847Closed |
$45.1K - $49.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.4KClosed |
$394K - $431K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-1.2MClosed |
$63.9M - $70M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-903Closed |
$48.1K - $52.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-53Closed |
$2.82K - $3.09K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-9.02KClosed |
$480K - $526K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-174KClosed |
$9.25M - $10.1M
|
0
$0
|