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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.19K+ 0.22% |
$563K - $663K
|
3.69M
$304M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11+ 0.16% |
$756 - $890
|
7.04K
$581K
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
745+ 23.93% |
$51.2K - $60.3K
|
3.86K
$318K
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
29K+ 15.42% |
$1.99M - $2.34M
|
217K
$17.9M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 46.03% |
$2.15M - $2.53M
|
99.1K
$8.18M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
907New |
$62.3K - $73.4K
|
907
$74.8K
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.13K+ 2.69% |
$146K - $173K
|
81.2K
$6.7M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
64.2K+ 25.68% |
$4.41M - $5.2M
|
314K
$25.9M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.73K+ 5.68% |
$393K - $463K
|
107K
$8.79M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
317+ 0.53% |
$21.8K - $25.7K
|
60.5K
$4.99M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.57K+ 129.32% |
$658K - $775K
|
17K
$1.4M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.99K+ 17.79% |
$343K - $404K
|
33.1K
$2.73M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-21.5K- 4.88% |
$1.48M - $1.74M
|
419K
$34.5M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
154+ 0.21% |
$10.6K - $12.5K
|
74.9K
$6.18M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.22K- 7.7% |
$84K - $99K
|
14.7K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.93K- 29.92% |
$132K - $156K
|
4.51K
$372K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
410+ 3.78% |
$28.2K - $33.2K
|
11.3K
$928K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.9KNew |
$820K - $966K
|
11.9K
$985K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.4K+ 4.18% |
$96.2K - $113K
|
34.9K
$2.88M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-111K- 3.09% |
$7.62M - $8.98M
|
3.48M
$287M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.9K+ 25.52% |
$4.25M - $5.01M
|
304K
$25.1M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
45.3K+ 142.66% |
$3.11M - $3.66M
|
77K
$6.35M
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.89K- 5.34% |
$404K - $476K
|
104K
$8.61M
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.89K+ 8.38% |
$405K - $477K
|
76.2K
$6.29M
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
52+ 1.98% |
$3.57K - $4.21K
|
2.68K
$221K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.9KNew |
$1.03M - $1.21M
|
14.9K
$1.23M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93.6K- 54.35% |
$6.43M - $7.57M
|
78.6K
$6.48M
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-352- 0.39% |
$24.2K - $28.5K
|
89.9K
$7.42M
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
600+ 32.35% |
$41.2K - $48.6K
|
2.46K
$203K
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-49.9K- 93.55% |
$3.43M - $4.04M
|
3.44K
$283K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-223- 0.97% |
$15.3K - $18.1K
|
22.8K
$1.88M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
466+ 2.0% |
$32K - $37.7K
|
23.7K
$1.96M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.96KNew |
$547K - $645K
|
7.96K
$657K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
719+ 11.18% |
$49.4K - $58.2K
|
7.15K
$590K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.32KNew |
$228K - $269K
|
3.32K
$274K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.21K+ 39.3% |
$220K - $260K
|
11.4K
$937K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.7K+ 1.85% |
$6.3M - $7.42M
|
5.04M
$416M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
114K+ 9.07% |
$7.85M - $9.25M
|
1.37M
$113M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
16.2K+ 208.1% |
$1.11M - $1.31M
|
23.9K
$1.97M
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 12.11% |
$2.89M - $3.41M
|
389K
$32.1M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21.5K- 26.86% |
$1.48M - $1.74M
|
58.6K
$4.84M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
148+ 3.25% |
$10.2K - $12K
|
4.7K
$388K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
111K+ 220.44% |
$7.61M - $8.96M
|
161K
$13.3M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15KNew |
$1.03M - $1.21M
|
15K
$1.24M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
28.3K+ 4.78% |
$1.94M - $2.29M
|
621K
$51.2M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.43K+ 11.11% |
$167K - $196K
|
24.3K
$2M
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.81KNew |
$399K - $471K
|
5.81K
$480K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.01% |
$412 - $486
|
44.5K
$3.67M
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-838- 12.77% |
$57.6K - $67.8K
|
5.73K
$472K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
992+ 1.68% |
$68.2K - $80.3K
|
60.1K
$4.95M
|