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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.9K+ 4.46% |
$884K - $1.04M
|
302K
$24.9M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
406+ 1.42% |
$27.9K - $32.9K
|
29K
$2.39M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
50K+ 118.04% |
$3.43M - $4.05M
|
92.3K
$7.62M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
87.2KNew |
$5.99M - $7.06M
|
87.2K
$7.2M
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-4.05K- 2.6% |
$278K - $328K
|
151K
$12.5M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03KNew |
$70.5K - $83.1K
|
1.03K
$84.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
330+ 2.06% |
$22.7K - $26.7K
|
16.4K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$68.7 - $81
|
5.65K
$466K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
611New |
$42K - $49.5K
|
611
$50.4K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
836+ 5.71% |
$57.4K - $67.7K
|
15.5K
$1.28M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.1K+ 98.26% |
$1.24M - $1.46M
|
36.5K
$3.01M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-364K- 98.2% |
$25M - $29.4M
|
6.65K
$549K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
537+ 17.21% |
$36.9K - $43.5K
|
3.66K
$302K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.49K- 4.39% |
$308K - $363K
|
97.8K
$8.07M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500New |
$34.4K - $40.5K
|
500
$41.3K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-702- 2.17% |
$48.2K - $56.8K
|
31.6K
$2.61M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27M- 17.1% |
$87.4M - $103M
|
6.17M
$509M
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$181K - $213K
|
2.63K
$217K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
173K+ 347.65% |
$11.9M - $14M
|
222K
$18.3M
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6+ 0.16% |
$412 - $486
|
3.78K
$312K
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.12K+ 116.24% |
$77.2K - $91K
|
2.09K
$173K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40+ 0.69% |
$2.75K - $3.24K
|
5.87K
$484K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
908+ 23.02% |
$62.4K - $73.5K
|
4.85K
$400K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
260KNew |
$17.9M - $21.1M
|
260K
$21.5M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-336- 5.25% |
$23.1K - $27.2K
|
6.06K
$500K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.6K+ 30.1% |
$1.9M - $2.24M
|
119K
$9.85M
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.39K- 1.34% |
$164K - $193K
|
175K
$14.4M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
102+ 2.13% |
$7.01K - $8.26K
|
4.89K
$403K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.84K- 2.88% |
$402K - $473K
|
197K
$16.2M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 3.66% |
$106K - $125K
|
43.6K
$3.6M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
33+ 0.32% |
$2.27K - $2.67K
|
10.3K
$853K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.9K+ 77.15% |
$268K - $315K
|
8.95K
$738K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
593New |
$40.7K - $48K
|
593
$48.9K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.77KNew |
$259K - $305K
|
3.77K
$311K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.6KNew |
$2.93M - $3.45M
|
42.6K
$3.51M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.58K+ 2.25% |
$246K - $290K
|
162K
$13.4M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.8K- 4.84% |
$1.91M - $2.25M
|
547K
$45.1M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
65.1KNew |
$4.48M - $5.27M
|
65.1K
$5.37M
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.9K- 7.05% |
$337K - $397K
|
64.6K
$5.33M
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.81K+ 2.08% |
$262K - $309K
|
187K
$15.4M
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
2.53KNew |
$174K - $205K
|
2.53K
$209K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
155K+ 264.49% |
$10.7M - $12.6M
|
214K
$17.6M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.8K+ 138.74% |
$2.12M - $2.49M
|
53K
$4.37M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
97.3K+ 371.92% |
$6.69M - $7.88M
|
124K
$10.2M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-437- 0.54% |
$30K - $35.4K
|
80.6K
$6.65M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.1K+ 8.15% |
$898K - $1.06M
|
173K
$14.3M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-320- 5.04% |
$22K - $25.9K
|
6.02K
$497K
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-187- 4.26% |
$12.8K - $15.1K
|
4.2K
$347K
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-70K- 85.84% |
$4.81M - $5.67M
|
11.6K
$953K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.56K+ 4.52% |
$313K - $369K
|
105K
$8.7M
|