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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-498- 0.72% |
$47K - $52.4K
|
68.4K
$7.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 1.5% |
$83.8K - $93.5K
|
58.5K
$6.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
716New |
$67.5K - $75.4K
|
716
$74.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 11.11% |
$566 - $632
|
48
$4.98K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-986- 11.48% |
$93K - $104K
|
7.61K
$789K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-588- 7.28% |
$55.5K - $61.9K
|
7.49K
$777K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 1.44% |
$1.41M - $1.57M
|
1.05M
$109M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.1K- 19.16% |
$198K - $221K
|
8.86K
$919K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.6K- 1.56% |
$151K - $169K
|
101K
$10.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-47.5K- 12.67% |
$4.48M - $5M
|
327K
$33.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
244+ 0.16% |
$23K - $25.7K
|
153K
$15.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.07K- 15.37% |
$101K - $113K
|
5.9K
$612K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-3.58K- 1.42% |
$337K - $376K
|
248K
$25.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
28.1K+ 4.76% |
$2.65M - $2.96M
|
619K
$64.2M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.82K- 11.01% |
$172K - $192K
|
14.7K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
230New |
$21.7K - $24.2K
|
230
$23.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-272- 13.88% |
$25.7K - $28.6K
|
1.69K
$175K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.54KNew |
$240K - $268K
|
2.54K
$264K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
286New |
$27K - $30.1K
|
286
$29.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
20.4K+ 13.81% |
$1.93M - $2.15M
|
168K
$17.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-13- 0.04% |
$1.23K - $1.37K
|
35.1K
$3.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-292- 8.5% |
$27.5K - $30.8K
|
3.15K
$326K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.95KNew |
$184K - $205K
|
1.95K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-703- 8.48% |
$66.3K - $74K
|
7.59K
$787K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.55K+ 3.71% |
$146K - $163K
|
43.3K
$4.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.35K- 71.22% |
$787K - $879K
|
3.37K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.05K+ 9.46% |
$665K - $742K
|
81.6K
$8.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-105- 2.97% |
$9.9K - $11.1K
|
3.43K
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.97K+ 16.04% |
$186K - $207K
|
14.2K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
27.1K+ 7.5% |
$2.55M - $2.85M
|
388K
$40.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
268+ 0.63% |
$25.3K - $28.2K
|
42.9K
$4.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-117- 11.91% |
$11K - $12.3K
|
865
$89.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.64K+ 14.49% |
$532K - $594K
|
44.6K
$4.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.49K+ 1.56% |
$329K - $367K
|
228K
$23.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-14KClosed |
$1.32M - $1.47M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
12.1KNew |
$1.14M - $1.28M
|
12.1K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-147- 2.61% |
$13.9K - $15.5K
|
5.49K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.15K+ 6.4% |
$674K - $753K
|
119K
$12.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.57K- 10.97% |
$337K - $376K
|
29K
$3.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
65.3K+ 130.17% |
$6.16M - $6.88M
|
115K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.43KNew |
$229K - $256K
|
2.43K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-74.8K- 21.63% |
$7.05M - $7.88M
|
271K
$28.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
211+ 0.5% |
$19.9K - $22.2K
|
42.1K
$4.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
403K+ 9.22% |
$38M - $42.4M
|
4.77M
$495M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-74- 0.58% |
$6.98K - $7.79K
|
12.6K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
912+ 9.77% |
$86K - $96K
|
10.2K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.21K- 16.17% |
$208K - $232K
|
11.4K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
91.3K+ 14.07% |
$8.61M - $9.61M
|
740K
$76.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 2.36% |
$18.9K - $21.1K
|
8.67K
$899K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-126- 5.63% |
$11.9K - $13.3K
|
2.11K
$219K
|