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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.23K- 2.93% |
$164K - $188K
|
74K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
298+ 5.89% |
$21.9K - $25.1K
|
5.35K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.38K- 29.38% |
$101K - $116K
|
3.32K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.1K- 3.01% |
$80.9K - $92.7K
|
35.5K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-27.6K- 80.73% |
$2.03M - $2.33M
|
6.6K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$147 - $168
|
3.22K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.16K- 3.33% |
$85.3K - $97.8K
|
33.8K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
930K+ 70.35% |
$68.2M - $78.2M
|
2.25M
$194M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
133KNew |
$9.78M - $11.2M
|
133K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-134- 0.78% |
$9.83K - $11.3K
|
17.1K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-489K- 98.41% |
$35.9M - $41.1M
|
7.89K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-112- 8.85% |
$8.22K - $9.42K
|
1.15K
$99.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.79K+ 9.11% |
$205K - $234K
|
33.4K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
17.4KNew |
$1.28M - $1.46M
|
17.4K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-958- 2.28% |
$70.3K - $80.6K
|
41.1K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.74K+ 10.09% |
$274K - $315K
|
40.8K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3KNew |
$220K - $253K
|
3K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
683New |
$50.1K - $57.4K
|
683
$58.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
88.7K+ 39.9% |
$6.51M - $7.46M
|
311K
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
549+ 8.68% |
$40.3K - $46.2K
|
6.88K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225+ 833.33% |
$16.5K - $18.9K
|
252
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-255- 3.42% |
$18.7K - $21.4K
|
7.2K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-8.34K- 30.12% |
$612K - $701K
|
19.3K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-30K- 9.81% |
$2.2M - $2.52M
|
276K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.45K+ 43.26% |
$106K - $122K
|
4.79K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14.6K- 94.44% |
$1.07M - $1.23M
|
860
$74.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
284+ 0.14% |
$20.8K - $23.9K
|
201K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.49KNew |
$183K - $210K
|
2.49K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
857New |
$62.9K - $72.1K
|
857
$73.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
434New |
$31.8K - $36.5K
|
434
$37.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11.6K- 6.99% |
$850K - $974K
|
154K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-62- 1.28% |
$4.55K - $5.21K
|
4.78K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.77K- 2.04% |
$130K - $149K
|
85K
$7.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-58- 0.7% |
$4.26K - $4.88K
|
8.17K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63KNew |
$193K - $221K
|
2.63K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
810+ 1.25% |
$59.4K - $68.1K
|
65.4K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-103- 2.03% |
$7.56K - $8.66K
|
4.97K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 66.77% |
$1.5M - $1.71M
|
10.1K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
865K+ 190.29% |
$63.5M - $72.7M
|
1.32M
$114M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
141K+ 135.05% |
$10.3M - $11.9M
|
245K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
809+ 30.4% |
$59.4K - $68K
|
3.47K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$342K - $392K
|
4.66K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
449+ 4.59% |
$32.9K - $37.8K
|
10.2K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
238K+ 23.97% |
$17.5M - $20M
|
1.23M
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1- 0.07% |
$73.4 - $84.1
|
1.34K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-157K- 79.86% |
$11.5M - $13.2M
|
39.7K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.75K- 6.57% |
$715K - $820K
|
139K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.59K- 12.52% |
$190K - $218K
|
18.1K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.16K- 11.79% |
$159K - $182K
|
16.2K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 8.35% |
$363K - $416K
|
54.2K
$4.67M
|