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 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-209- 4.16% |
$13.2K - $15.4K
|
4.81K
$478K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.41K- 16.82% |
$88.7K - $104K
|
6.95K
$690K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$191K - $223K
|
3.03K
$301K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150New |
$9.47K - $11.1K
|
150
$14.9K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
700New |
$44.2K - $51.6K
|
700
$69.5K
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
88.2KNew |
$5.57M - $6.5M
|
88.2K
$8.76M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18.8K+ 92.61% |
$1.19M - $1.39M
|
39.1K
$3.88M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.33KNew |
$83.9K - $98.1K
|
1.33K
$132K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.2KNew |
$1.15M - $1.34M
|
18.2K
$1.81M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.51K- 46.14% |
$95.1K - $111K
|
1.76K
$175K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 3.5% |
$190K - $222K
|
82.9K
$8.23M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
92.6K+ 6.92% |
$5.84M - $6.82M
|
1.43M
$142M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
284K+ 383.06% |
$17.9M - $20.9M
|
358K
$35.6M
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.87KNew |
$244K - $285K
|
3.87K
$384K
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-75- 1.73% |
$4.73K - $5.53K
|
4.25K
$422K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-27- 7.78% |
$1.7K - $1.99K
|
320
$31.8K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
141K+ 48.74% |
$8.87M - $10.4M
|
429K
$42.6M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-684- 70.66% |
$43.2K - $50.4K
|
284
$28.2K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
235+ 2.72% |
$14.8K - $17.3K
|
8.88K
$882K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-427- 10.6% |
$27K - $31.5K
|
3.6K
$358K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
16.4KNew |
$1.03M - $1.21M
|
16.4K
$1.63M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$37.9K - $44.2K
|
600
$59.6K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-900- 21.97% |
$56.8K - $66.4K
|
3.2K
$318K
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.27KNew |
$206K - $241K
|
3.27K
$324K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-309- 5.59% |
$19.5K - $22.8K
|
5.22K
$518K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.92KNew |
$184K - $215K
|
2.92K
$290K
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
35.4KNew |
$2.23M - $2.61M
|
35.4K
$3.52M
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.67KNew |
$231K - $270K
|
3.67K
$364K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-140Closed |
$8.84K - $10.3K
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.65K+ 20.19% |
$294K - $343K
|
27.7K
$2.75M
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
14.6KNew |
$920K - $1.07M
|
14.6K
$1.45M
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.77KNew |
$175K - $204K
|
2.77K
$275K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
85New |
$5.37K - $6.27K
|
85
$8.44K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
118+ 0.96% |
$7.45K - $8.7K
|
12.4K
$1.23M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 99.89% |
$120K - $140K
|
2
$199
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.1K- 93.85% |
$385K - $450K
|
400
$39.7K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
36New |
$2.27K - $2.65K
|
36
$3.58K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$37.9K - $44.2K
|
600
$59.6K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.93KNew |
$185K - $216K
|
2.93K
$291K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.44K+ 41.02% |
$280K - $327K
|
15.3K
$1.52M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50+ 22.62% |
$3.16K - $3.69K
|
271
$26.9K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2.98KNew |
$188K - $220K
|
2.98K
$296K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$18.9K - $22.1K
|
300
$29.8K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.3KNew |
$1.16M - $1.35M
|
18.3K
$1.82M
|
|
Q4 2023 | |||||||
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.25KNew |
$71.3K - $81.6K
|
1.25K
$124K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
265New |
$15.1K - $17.3K
|
265
$26.3K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1KNew |
$57K - $65.3K
|
1K
$99.3K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
277New |
$15.8K - $18.1K
|
277
$27.5K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.1KNew |
$1.6M - $1.83M
|
28.1K
$2.79M
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
70KNew |
$3.99M - $4.57M
|
70K
$6.95M
|