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 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
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
449+ 1.09% |
$32.3K - $42.8K
|
41.8K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
953+ 4.71% |
$68.5K - $90.8K
|
21.2K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
85+ 2.88% |
$6.11K - $8.1K
|
3.04K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.37K- 34.61% |
$98.2K - $130K
|
2.58K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
755+ 1.92% |
$54.2K - $72K
|
40.1K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.12KNew |
$152K - $202K
|
2.12K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.58K+ 2.25% |
$185K - $246K
|
117K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.82K+ 5.86% |
$490K - $650K
|
123K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.08K- 21.06% |
$77.2K - $102K
|
4.03K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.79KNew |
$200K - $266K
|
2.79K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$5.46K - $7.24K
|
76
$7.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 17.37% |
$164K - $218K
|
10.9K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.88K- 79.24% |
$279K - $370K
|
1.02K
$98.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
11.8K+ 36.55% |
$849K - $1.13M
|
44.1K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.02K- 35.89% |
$360K - $478K
|
8.96K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-40- 1.47% |
$2.87K - $3.81K
|
2.68K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-46- 82.14% |
$3.3K - $4.38K
|
10
$970
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.55K- 18.05% |
$111K - $148K
|
7.03K
$682K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-278- 6.09% |
$20K - $26.5K
|
4.29K
$416K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.47K+ 2.1% |
$177K - $235K
|
120K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
53+ 1.37% |
$3.81K - $5.05K
|
3.92K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-883- 6.68% |
$63.4K - $84.2K
|
12.3K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-41.3K- 3.61% |
$2.96M - $3.93M
|
1.1M
$107M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 1.73% |
$95.7K - $127K
|
75.7K
$7.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-64- 1.06% |
$4.6K - $6.1K
|
5.95K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-273- 0.02% |
$19.6K - $26K
|
1.47M
$143M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-115K- 47.19% |
$8.29M - $11M
|
129K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.02KNew |
$217K - $288K
|
3.02K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-589- 4.78% |
$42.3K - $56.1K
|
11.7K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.37K- 3.59% |
$98.5K - $131K
|
36.8K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23.8K+ 13.29% |
$1.71M - $2.27M
|
203K
$19.7M
|