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 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.36KClosed |
$286K - $380K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-18.4KClosed |
$629K - $837K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-7.6KClosed |
$260K - $346K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-1Closed |
$34.2 - $45.5
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-361Closed |
$11.3K - $16.5K
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.83KClosed |
$276K - $403K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.55KClosed |
$48.4K - $70.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-26.7KClosed |
$835K - $1.22M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-953Closed |
$29.8K - $43.5K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-504Closed |
$15.7K - $23K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-124KClosed |
$3.87M - $5.66M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.99KClosed |
$187K - $274K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-801Closed |
$25K - $36.5K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-10.2KClosed |
$318K - $465K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.6KClosed |
$50K - $73.1K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-23.6KClosed |
$737K - $1.08M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-5Closed |
$156 - $228
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-12Closed |
$375 - $548
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.53KClosed |
$47.9K - $70K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Cmh Wealth Management LLC
|
SELL
|
- |
-123KClosed |
$3.83M - $5.6M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-6.38KClosed |
$199K - $291K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$364K - $531K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-31.3KClosed |
$977K - $1.43M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$567K - $829K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10.9KClosed |
$339K - $495K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 19, 2020
Q4 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-50KClosed |
$1.89M - $2.11M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-674Closed |
$25.5K - $28.4K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
BUY
|
- |
1New |
$37.8 - $42.1
|
1
$85.2
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-983Closed |
$37.1K - $41.4K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-6.28KClosed |
$237K - $265K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
SELL
|
- |
-609- 1.56% |
$23K - $25.7K
|
38.5K
$3.28M
|
|
|
Jan 31, 2020
Q4 2019
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.48KClosed |
$55.8K - $62.3K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-68.5KClosed |
$2.59M - $2.88M
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
750New |
$28.3K - $31.6K
|
750
$63.9K
|
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11.9KClosed |
$451K - $503K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-40.5KClosed |
$1.57M - $1.6M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10Closed |
$387 - $396
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-240Closed |
$9.28K - $9.49K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Ttp Investments, Inc.
|
SELL
|
- |
-280KClosed |
$10.8M - $11.1M
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.68KNew |
$103K - $106K
|
2.68K
$228K
|
|
|
Oct 18, 2019
Q3 2019
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5.71KClosed |
$221K - $226K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-553Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.09KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-6.49KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-93Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
116+ 2.2% |
N/A
|
5.39K
$459K
|
|
|
May 15, 2019
Q1 2019
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.38KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-76.5KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-154KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-4.11KClosed |
N/A
|
0
$0
|
|