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 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.74K+ 32.13% |
$125K - $166K
|
7.16K
$694K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.74K+ 20.83% |
$556K - $738K
|
44.9K
$4.35M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.18K+ 1.11% |
$84.8K - $113K
|
107K
$10.4M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.01K+ 2.02% |
$144K - $191K
|
101K
$9.83M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.47K- 1.93% |
$106K - $140K
|
75K
$7.27M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.11K- 30.03% |
$510K - $677K
|
16.6K
$1.6M
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9.81KNew |
$705K - $935K
|
9.81K
$951K
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.84KNew |
$204K - $270K
|
2.84K
$275K
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-248- 0.25% |
$17.8K - $23.6K
|
99.3K
$9.63M
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
712+ 1.85% |
$51.1K - $67.9K
|
39.1K
$3.79M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
165+ 0.92% |
$11.9K - $15.7K
|
18.2K
$1.76M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.19% |
$144 - $191
|
1.04K
$100K
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
4.91KNew |
$353K - $468K
|
4.91K
$476K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.92KNew |
$426K - $565K
|
5.92K
$574K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23.8K- 6.45% |
$1.71M - $2.27M
|
346K
$33.5M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.77K+ 10.99% |
$127K - $168K
|
17.8K
$1.73M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.62KNew |
$188K - $249K
|
2.62K
$254K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9.13K- 0.88% |
$656K - $870K
|
1.03M
$100M
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
16.9K+ 25.54% |
$1.21M - $1.61M
|
82.9K
$8.04M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.26K+ 2.88% |
$306K - $406K
|
152K
$14.8M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.8K+ 16.56% |
$201K - $267K
|
19.7K
$1.91M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.85K+ 9.12% |
$133K - $176K
|
22.1K
$2.14M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
50.2KNew |
$3.6M - $4.78M
|
50.2K
$4.87M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 34.33% |
$1.65K - $2.19K
|
90
$8.73K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.33K+ 313.87% |
$670K - $889K
|
12.3K
$1.19M
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4.23K+ 2.23% |
$304K - $403K
|
194K
$18.8M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15K- 13.88% |
$1.08M - $1.43M
|
93K
$9.02M
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-22.8K- 18.07% |
$1.64M - $2.17M
|
103K
$10M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-71- 60.68% |
$5.1K - $6.77K
|
46
$4.46K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.14K+ 11.16% |
$82.2K - $109K
|
11.4K
$1.1M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
375+ 1562.5% |
$26.9K - $35.7K
|
399
$38.7K
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.18K+ 6.41% |
$659K - $875K
|
152K
$14.8M
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-880- 6.6% |
$63.2K - $83.9K
|
12.5K
$1.21M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.56KNew |
$184K - $244K
|
2.56K
$248K
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23.1K+ 5.23% |
$1.66M - $2.2M
|
464K
$45M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-52- 0.1% |
$3.74K - $4.96K
|
53.3K
$5.17M
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 11.82% |
$8.84K - $11.7K
|
918
$89K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.43K- 39.17% |
$390K - $517K
|
8.43K
$817K
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-685- 16.67% |
$49.2K - $65.3K
|
3.42K
$332K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
589+ 0.76% |
$42.3K - $56.1K
|
78.4K
$7.61M
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-101K- 50.26% |
$7.28M - $9.66M
|
100K
$9.73M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
975+ 2.39% |
$70K - $92.9K
|
41.7K
$4.04M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.5K+ 9.9% |
$3.2M - $4.24M
|
494K
$47.9M
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
437+ 0.21% |
$31.4K - $41.7K
|
209K
$20.3M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
27.2KNew |
$1.95M - $2.59M
|
27.2K
$2.63M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-76- 0.71% |
$5.46K - $7.24K
|
10.7K
$1.03M
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
208New |
$14.9K - $19.8K
|
208
$20.2K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 2.72% |
$1.87K - $2.48K
|
982
$95.2K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
63K+ 22.26% |
$4.52M - $6M
|
346K
$33.5M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-21.7K- 15.7% |
$1.56M - $2.07M
|
116K
$11.3M
|