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 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-300KClosed |
$14.6M - $16.6M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.88KNew |
$140K - $159K
|
2.88K
$266K
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.64KClosed |
$79.5K - $90.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-38.3KClosed |
$1.86M - $2.12M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.34KClosed |
$65.2K - $74.2K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-216Closed |
$10.5K - $11.9K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-14KClosed |
$682K - $776K
|
0
$0
|
|
Q3 2020 | |||||||
Aug 05, 2024
Q3 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.71KClosed |
$214K - $254K
|
0
$0
|
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-131KClosed |
$5.92M - $7.06M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-600Closed |
$27.2K - $32.4K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-6.64KClosed |
$301K - $359K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-140Closed |
$6.35K - $7.57K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-671Closed |
$30.4K - $36.3K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
PUT |
2New |
$90.7 - $108
|
2
$185
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.16KClosed |
$52.6K - $62.6K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-459Closed |
$20.8K - $24.8K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-960Closed |
$43.5K - $51.9K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.29KClosed |
$58.6K - $69.8K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.73K- 1.15% |
$59K - $78.5K
|
148K
$13.7M
|
|
Sep 28, 2020
Q2 2020
|
Resource Planning Group
|
SELL
|
- |
-6.09KClosed |
$208K - $277K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-140Closed |
$4.78K - $6.36K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Amg National Trust Bank
|
BUY
|
- |
4.8KNew |
$164K - $218K
|
4.8K
$443K
|
|
Aug 12, 2020
Q2 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-32.4KClosed |
$1.11M - $1.47M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Gratus Capital LLC
|
SELL
|
- |
-21KClosed |
$718K - $955K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-67.7KClosed |
$2.31M - $3.08M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31.2KClosed |
$1.07M - $1.42M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-19KClosed |
$648K - $862K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.3KClosed |
$215K - $286K
|
0
$0
|
|
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 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
|