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 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
30+ 0.31% |
$1.64K - $1.83K
|
9.74K
$967K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
4.2KNew |
$230K - $256K
|
4.2K
$417K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
600+ 7.97% |
$32.9K - $36.6K
|
8.12K
$807K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
3.8KNew |
$208K - $232K
|
3.8K
$377K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-437- 86.53% |
$21.7K - $24.2K
|
68
$6.75K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
140+ 0.32% |
$6.95K - $7.75K
|
43.4K
$4.31M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
27New |
$1.34K - $1.49K
|
27
$2.68K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
30New |
$1.49K - $1.66K
|
30
$2.98K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
67New |
$3.32K - $3.71K
|
67
$6.66K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.54% |
$1.74K - $1.94K
|
500
$49.7K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.2KNew |
$903K - $1.01M
|
18.2K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-471K- 98.55% |
$23.4M - $26.1M
|
6.93K
$688K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.85K+ 15.97% |
$389K - $435K
|
57K
$5.66M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.38K- 1.92% |
$68.3K - $76.2K
|
70.3K
$6.99M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.73KNew |
$135K - $151K
|
2.73K
$271K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.76K+ 9.7% |
$87.2K - $97.3K
|
19.9K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.3K- 18.48% |
$263K - $294K
|
23.4K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$49.6 - $55.4
|
362
$36K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7.81K- 37.52% |
$387K - $432K
|
13K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.21KNew |
$358K - $399K
|
7.21K
$716K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.52K- 6.14% |
$75.4K - $84.1K
|
23.2K
$2.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 8.7% |
$1.59K - $1.77K
|
336
$33.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.8KNew |
$633K - $706K
|
12.8K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430New |
$21.3K - $23.8K
|
430
$42.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
720New |
$35.7K - $39.9K
|
720
$71.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
38.7KNew |
$1.92M - $2.14M
|
38.7K
$3.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-269- 2.52% |
$13.3K - $14.9K
|
10.4K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.75K- 3.91% |
$86.9K - $96.9K
|
43.1K
$4.28M
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.6KNew |
$128K - $143K
|
2.6K
$258K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.21MNew |
$59.6M - $66.8M
|
1.21M
$120M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
218KNew |
$10.7M - $12M
|
218K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.57K+ 14.2% |
$421K - $472K
|
68.9K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.3KNew |
$1.14M - $1.28M
|
23.3K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$80.6K - $90.3K
|
1.64K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
857New |
$42.1K - $47.2K
|
857
$85.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.66KNew |
$327K - $367K
|
6.66K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1New |
$49.1 - $55.1
|
1
$99.3
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13New |
$639 - $716
|
13
$1.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9.72K- 16.12% |
$478K - $536K
|
50.6K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
966New |
$47.5K - $53.2K
|
966
$96K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.06KNew |
$200K - $224K
|
4.06K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
411New |
$20.2K - $22.6K
|
411
$40.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73+ 0.39% |
$3.59K - $4.02K
|
18.7K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 34.28% |
$5.36K - $6K
|
209
$20.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-175K- 89.68% |
$8.59M - $9.63M
|
20.1K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
564+ 100.0% |
$27.7K - $31.1K
|
1.13K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
44.5K+ 421.35% |
$2.19M - $2.45M
|
55K
$5.47M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
172New |
$8.45K - $9.47K
|
172
$17.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1KNew |
$49.1K - $55.1K
|
1K
$99.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2K- 15.13% |
$98.3K - $110K
|
11.2K
$1.11M
|
|