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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
550+ 1.66% |
$40.4K - $46.3K
|
33.6K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.3KNew |
$242K - $277K
|
3.3K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
861+ 18.06% |
$63.2K - $72.4K
|
5.63K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-407K- 1.93% |
$29.9M - $34.2M
|
20.6M
$1.78B
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-838- 11.72% |
$61.5K - $70.5K
|
6.32K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.8K+ 12.82% |
$869K - $996K
|
104K
$8.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-665- 1.12% |
$48.8K - $55.9K
|
58.5K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
176+ 2.41% |
$12.9K - $14.8K
|
7.48K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
270+ 1.63% |
$19.8K - $22.7K
|
16.8K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 9.31% |
$85.1K - $97.6K
|
11.3K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-27- 0.15% |
$1.98K - $2.27K
|
18.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.29KNew |
$388K - $445K
|
5.29K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-774- 2.45% |
$56.8K - $65.1K
|
30.8K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.52K+ 132.32% |
$552K - $632K
|
13.2K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
28.4K+ 68.48% |
$2.08M - $2.39M
|
69.9K
$6.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.2K+ 1.42% |
$1.19M - $1.36M
|
1.15M
$99.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
52.8K+ 9.19% |
$3.87M - $4.44M
|
627K
$54.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$222K - $254K
|
3.02K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
432K+ 129.11% |
$31.7M - $36.3M
|
767K
$66.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.53KNew |
$479K - $550K
|
6.53K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-35- 0.61% |
$2.57K - $2.94K
|
5.69K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-7.92K- 28.5% |
$581K - $666K
|
19.9K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246- 1.09% |
$18.1K - $20.7K
|
22.4K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.51K- 4.7% |
$257K - $295K
|
71.2K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.26% |
$660 - $757
|
3.42K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.21K+ 3.28% |
$236K - $270K
|
101K
$8.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.13K+ 2.8% |
$156K - $179K
|
78.3K
$6.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.57K- 4.77% |
$262K - $300K
|
71.3K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-24.3K- 1.5% |
$1.79M - $2.05M
|
1.6M
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7.95K- 2.02% |
$583K - $669K
|
385K
$33.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 1.33% |
$7.34K - $8.41K
|
7.61K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 21.55% |
$1.81M - $2.07M
|
139K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.9K+ 9.91% |
$507K - $581K
|
76.5K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
21.5K+ 19.73% |
$1.57M - $1.8M
|
130K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
50.1K+ 21.08% |
$3.67M - $4.21M
|
288K
$24.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
11.3K+ 9.14% |
$832K - $954K
|
135K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
17.9K+ 22.69% |
$1.31M - $1.5M
|
96.7K
$8.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
36.1KNew |
$2.65M - $3.04M
|
36.1K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.77KNew |
$423K - $485K
|
5.77K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
114+ 0.26% |
$8.37K - $9.59K
|
44.7K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.64K- 7.64% |
$120K - $138K
|
19.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 0.6% |
$76.3K - $87.5K
|
172K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
40.8KNew |
$2.99M - $3.43M
|
40.8K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-151- 1.22% |
$11.1K - $12.7K
|
12.2K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-590K- 98.79% |
$43.3M - $49.7M
|
7.22K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-98- 0.13% |
$7.19K - $8.24K
|
77.6K
$6.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.73KNew |
$494K - $566K
|
6.73K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147K+ 187.12% |
$10.8M - $12.4M
|
226K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.4K- 5.64% |
$1.94M - $2.22M
|
442K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
47.1K+ 7.82% |
$3.46M - $3.96M
|
650K
$56M
|