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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-430- 1.33% |
$27.1K - $31.7K
|
32K
$2.56M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.42K+ 50.51% |
$531K - $621K
|
25.1K
$2.01M
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
162+ 3.48% |
$10.2K - $11.9K
|
4.82K
$386K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-720- 65.51% |
$45.4K - $53.1K
|
379
$30.4K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9+ 0.15% |
$568 - $664
|
6.11K
$490K
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-50K- 4.99% |
$3.16M - $3.69M
|
951K
$76.2M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.01K- 6.09% |
$127K - $148K
|
31K
$2.49M
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$63.1 - $73.7
|
970
$77.7K
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
204KNew |
$12.9M - $15.1M
|
204K
$16.4M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-39.1K- 5.24% |
$2.47M - $2.88M
|
708K
$56.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
92.6K+ 6.92% |
$5.84M - $6.82M
|
1.43M
$115M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
284K+ 383.06% |
$17.9M - $20.9M
|
358K
$28.7M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
124K+ 64.68% |
$7.84M - $9.16M
|
316K
$25.3M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.06K+ 21.48% |
$256K - $299K
|
23K
$1.84M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
306+ 437.14% |
$19.3K - $22.6K
|
376
$30.1K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.87KNew |
$244K - $285K
|
3.87K
$310K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.06K+ 10.64% |
$256K - $299K
|
42.2K
$3.38M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
36.7K+ 1.01% |
$2.32M - $2.71M
|
3.68M
$295M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-381K- 6.63% |
$24M - $28.1M
|
5.36M
$429M
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
31.4KNew |
$1.98M - $2.32M
|
31.4K
$2.52M
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.17M+ 1035.23% |
$73.5M - $85.9M
|
1.28M
$102M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31K+ 161.87% |
$1.96M - $2.29M
|
50.2K
$4.02M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.73K- 7.56% |
$298K - $348K
|
57.8K
$4.63M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-800K- 3.56% |
$50.5M - $59M
|
21.7M
$1.74B
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.99KNew |
$189K - $220K
|
2.99K
$240K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-549- 0.9% |
$34.7K - $40.5K
|
60.2K
$4.83M
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-75- 1.73% |
$4.73K - $5.53K
|
4.25K
$341K
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
31KNew |
$1.96M - $2.29M
|
31K
$2.49M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
35.7K+ 144.59% |
$2.25M - $2.63M
|
60.3K
$4.83M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.73K+ 472.42% |
$425K - $496K
|
8.16K
$654K
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.6K+ 20.37% |
$1.17M - $1.37M
|
110K
$8.8M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.47K+ 8.74% |
$156K - $182K
|
30.8K
$2.47M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15K+ 228.5% |
$945K - $1.1M
|
21.5K
$1.73M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 8.36% |
$166K - $194K
|
34.1K
$2.73M
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
148K+ 51.71% |
$9.35M - $10.9M
|
435K
$34.8M
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-727- 13.19% |
$45.9K - $53.6K
|
4.78K
$383K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.55K- 7.37% |
$350K - $409K
|
69.8K
$5.59M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.91K- 6.26% |
$121K - $141K
|
28.6K
$2.29M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.73KNew |
$172K - $201K
|
2.73K
$219K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
70KNew |
$4.42M - $5.16M
|
70K
$5.61M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
773+ 17.48% |
$48.8K - $57K
|
5.19K
$416K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2K+ 4.27% |
$832K - $972K
|
322K
$25.8M
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
834+ 5.66% |
$52.6K - $61.5K
|
15.6K
$1.25M
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-404- 2.01% |
$25.5K - $29.8K
|
19.7K
$1.58M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.63K+ 33.97% |
$166K - $194K
|
10.4K
$832K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
73New |
$4.61K - $5.38K
|
73
$5.85K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.4K- 37.63% |
$659K - $769K
|
17.3K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21+ 0.24% |
$1.33K - $1.55K
|
8.9K
$713K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.3K+ 8.48% |
$81.7K - $95.5K
|
16.6K
$1.33M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.33K- 18.11% |
$210K - $245K
|
15K
$1.21M
|