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 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7.76K- 1.99% |
$570K - $653K
|
382K
$33.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.72K- 7.1% |
$126K - $144K
|
22.5K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.18% |
$294 - $336
|
2.29K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-655- 19.72% |
$48.1K - $55.1K
|
2.67K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35M+ 4.51% |
$99.4M - $114M
|
31.4M
$2.74B
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.3KNew |
$242K - $278K
|
3.3K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
45.5K+ 21.27% |
$3.34M - $3.83M
|
259K
$22.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 5.85% |
$462K - $529K
|
101K
$8.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-286- 1.54% |
$21K - $24.1K
|
18.2K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.25K- 3.59% |
$165K - $189K
|
60.5K
$5.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.34KNew |
$539K - $617K
|
7.34K
$641K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.56K- 42.46% |
$188K - $215K
|
3.47K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.66KNew |
$195K - $224K
|
2.66K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
149+ 1.16% |
$10.9K - $12.5K
|
13K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.24K+ 4.28% |
$165K - $189K
|
54.6K
$4.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
848+ 3.55% |
$62.2K - $71.3K
|
24.8K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-371- 16.92% |
$27.2K - $31.2K
|
1.82K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2New |
$147 - $168
|
2
$175
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 1.71% |
$767K - $880K
|
600K
$52.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.51K+ 3.81% |
$698K - $800K
|
259K
$22.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7KNew |
$198K - $227K
|
2.7K
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.48K+ 16.96% |
$109K - $125K
|
10.2K
$894K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 1.38% |
$207K - $237K
|
207K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.84K- 4.57% |
$208K - $239K
|
59.3K
$5.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.27KNew |
$460K - $527K
|
6.27K
$548K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
199+ 6.74% |
$14.6K - $16.7K
|
3.15K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
317+ 7.03% |
$23.3K - $26.7K
|
4.83K
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-22.1K- 34.58% |
$1.62M - $1.86M
|
41.9K
$3.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
472+ 5.45% |
$34.6K - $39.7K
|
9.13K
$797K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.05K- 40.27% |
$150K - $172K
|
3.04K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.84K+ 54.75% |
$575K - $659K
|
22.2K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-11.7K- 6.74% |
$857K - $982K
|
162K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-341K- 98.05% |
$25M - $28.7M
|
6.78K
$592K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 5.92% |
$131K - $150K
|
31.9K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.51K- 34.35% |
$404K - $464K
|
10.5K
$920K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 1.58% |
$186K - $213K
|
163K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-82- 90.11% |
$6.02K - $6.9K
|
9
$786
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
80+ 1.99% |
$5.87K - $6.73K
|
4.11K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-917- 13.94% |
$67.3K - $77.1K
|
5.66K
$495K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-823- 21.27% |
$60.4K - $69.2K
|
3.05K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.71K+ 1.19% |
$199K - $228K
|
230K
$20.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.69KNew |
$271K - $310K
|
3.69K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-81- 2.18% |
$5.94K - $6.81K
|
3.63K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241- 4.75% |
$17.7K - $20.3K
|
4.84K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
546+ 0.38% |
$40.1K - $45.9K
|
145K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.11K- 7.38% |
$155K - $178K
|
26.5K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
78.3K+ 48.25% |
$5.75M - $6.59M
|
241K
$21M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.3K+ 169.89% |
$1.19M - $1.37M
|
25.8K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
239+ 6.99% |
$17.5K - $20.1K
|
3.66K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.57K+ 3.97% |
$262K - $300K
|
93.4K
$8.16M
|