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 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
253New |
$14.4K - $16.5K
|
253
$25.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
566New |
$32.3K - $37K
|
566
$56.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.89KNew |
$222K - $254K
|
3.89K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
905New |
$51.6K - $59.1K
|
905
$89.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$1.02M - $1.17M
|
17.9K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-269- 82.01% |
$15.3K - $17.6K
|
59
$5.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 40.6% |
$57K - $65.3K
|
1.46K
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.4K+ 26.27% |
$194K - $222K
|
16.3K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.25K- 34.68% |
$185K - $212K
|
6.12K
$608K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
3.66K+ 51.43% |
$208K - $239K
|
10.8K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
250New |
$14.3K - $16.3K
|
250
$24.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-202- 2.01% |
$11.5K - $13.2K
|
9.86K
$980K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.25K- 9.92% |
$413K - $473K
|
65.8K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
3.08KNew |
$176K - $201K
|
3.08K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.42K+ 7.77% |
$309K - $354K
|
75.2K
$7.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.6K+ 0.31% |
$91.3K - $105K
|
512K
$50.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
233+ 6.33% |
$13.3K - $15.2K
|
3.92K
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-120- 7.32% |
$6.84K - $7.84K
|
1.52K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$342 - $392
|
6
$596
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.91KNew |
$109K - $125K
|
1.91K
$190K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 21.1% |
$170K - $195K
|
17.1K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
5New |
$285 - $327
|
5
$497
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
132+ 212.9% |
$7.53K - $8.62K
|
194
$19.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18.9KNew |
$1.08M - $1.24M
|
18.9K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.93K- 46.57% |
$224K - $256K
|
4.51K
$447K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-20.6K- 1.28% |
$1.18M - $1.35M
|
1.59M
$158M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98+ 27.92% |
$5.59K - $6.4K
|
449
$44.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
42+ 0.94% |
$2.39K - $2.74K
|
4.49K
$446K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.36K+ 4.55% |
$420K - $480K
|
169K
$16.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2K- 36.09% |
$114K - $131K
|
3.54K
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.25KNew |
$185K - $212K
|
3.25K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30New |
$1.71K - $1.96K
|
30
$2.98K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
35New |
$2K - $2.29K
|
35
$3.48K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25New |
$1.43K - $1.63K
|
25
$2.48K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-7.15K- 37.1% |
$408K - $467K
|
12.1K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 49.5% |
$5.64K - $6.46K
|
101
$10K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
286New |
$16.3K - $18.7K
|
286
$28.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.2K+ 6.33% |
$694K - $795K
|
205K
$20.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.32% |
$741 - $849
|
4.12K
$409K
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 9.2% |
$8.85K - $9.43K
|
1.78K
$177K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
483New |
$28.5K - $30.4K
|
483
$48K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-55Closed |
$3.24K - $3.46K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
215New |
$12.7K - $13.5K
|
215
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
2KNew |
$118K - $126K
|
2K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.99KNew |
$353K - $377K
|
5.99K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
945+ 4.08% |
$55.7K - $59.4K
|
24.1K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-437- 55.81% |
$25.8K - $27.5K
|
346
$34.4K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 11.0% |
$649 - $692
|
89
$8.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
113New |
$6.66K - $7.11K
|
113
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34.8K- 32.64% |
$2.05M - $2.19M
|
71.9K
$7.14M
|
|