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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-278- 3.02% |
$20K - $26.5K
|
8.93K
$866K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$28.2K - $37.4K
|
44.8K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
875+ 0.49% |
$62.9K - $83.4K
|
180K
$17.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.9K+ 3.24% |
$137K - $181K
|
60.6K
$5.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.02% |
$71.8 - $95.3
|
4.43K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.79M+ 662.06% |
$129M - $171M
|
2.06M
$200M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.63K+ 11.78% |
$117K - $155K
|
15.4K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-415- 13.6% |
$29.8K - $39.6K
|
2.64K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57K+ 110.72% |
$4.09M - $5.43M
|
108K
$10.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-254- 0.85% |
$18.2K - $24.2K
|
29.7K
$2.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-321K- 68.46% |
$23M - $30.6M
|
148K
$14.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 12.5% |
$287 - $381
|
36
$3.49K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.05K+ 7.91% |
$291K - $386K
|
55.3K
$5.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
2.2K+ 2.59% |
$158K - $210K
|
87.4K
$8.48M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
30+ 1.18% |
$2.15K - $2.86K
|
2.58K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 21.65% |
$90.7K - $120K
|
7.1K
$688K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.6K+ 7.49% |
$1.12M - $1.49M
|
224K
$21.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
195+ 3.02% |
$14K - $18.6K
|
6.66K
$646K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
315+ 0.88% |
$22.6K - $30K
|
36.3K
$3.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
675+ 4.99% |
$48.5K - $64.3K
|
14.2K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
425KNew |
$30.5M - $40.5M
|
425K
$41.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 5.1% |
$3.45M - $4.58M
|
990K
$96M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
26.2K+ 116.45% |
$1.88M - $2.49M
|
48.6K
$4.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-162- 0.56% |
$11.6K - $15.4K
|
29K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.19K+ 39.99% |
$85.5K - $114K
|
4.17K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.77K- 2.22% |
$127K - $169K
|
77.9K
$7.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
182+ 6.53% |
$13.1K - $17.3K
|
2.97K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
876+ 8.08% |
$62.9K - $83.5K
|
11.7K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
433+ 35.32% |
$31.1K - $41.3K
|
1.66K
$161K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.8K - $2.38K
|
13.7K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-379- 58.49% |
$27.2K - $36.1K
|
269
$26.1K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-11.7K- 2.88% |
$843K - $1.12M
|
395K
$38.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.56KNew |
$687K - $911K
|
9.56K
$927K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-30.4K- 19.04% |
$2.18M - $2.9M
|
129K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42.8K+ 57.84% |
$3.07M - $4.08M
|
117K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-524- 4.09% |
$37.6K - $49.9K
|
12.3K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-19- 0.5% |
$1.36K - $1.81K
|
3.78K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-774- 9.53% |
$55.6K - $73.8K
|
7.35K
$712K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.2K+ 15.22% |
$802K - $1.06M
|
84.6K
$8.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-422K- 8.81% |
$30.3M - $40.2M
|
4.37M
$423M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-241K- 28.93% |
$17.3M - $23M
|
593K
$57.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
26.5K+ 43.64% |
$1.9M - $2.53M
|
87.2K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.31KNew |
$525K - $696K
|
7.31K
$708K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4- 0.13% |
$287 - $381
|
3.15K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
26.3K+ 20.64% |
$1.89M - $2.51M
|
154K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
792+ 1.46% |
$56.9K - $75.5K
|
55.2K
$5.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-9.46K- 14.93% |
$680K - $902K
|
53.9K
$5.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-821- 7.17% |
$59K - $78.3K
|
10.6K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.28K+ 13.52% |
$91.7K - $122K
|
10.7K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
115K+ 50.47% |
$8.28M - $11M
|
344K
$33.3M
|