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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.11% |
$947 - $1.11K
|
13.4K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
916+ 12.43% |
$57.8K - $67.5K
|
8.29K
$664K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.12K+ 21.46% |
$70.8K - $82.7K
|
6.34K
$508K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
87.3K+ 135.7% |
$5.51M - $6.43M
|
152K
$12.1M
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
760+ 13.37% |
$48K - $56K
|
6.44K
$516K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1.99K+ 1.27% |
$125K - $147K
|
159K
$12.7M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-76.4K- 6.07% |
$4.82M - $5.64M
|
1.18M
$94.8M
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-6- 0.15% |
$379 - $442
|
4.07K
$326K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
109K+ 47.94% |
$6.87M - $8.02M
|
336K
$26.9M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 8.15% |
$146K - $171K
|
30.7K
$2.46M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.67K+ 149.71% |
$484K - $566K
|
12.8K
$1.03M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-216K- 57.46% |
$13.7M - $16M
|
160K
$12.8M
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.27KNew |
$206K - $241K
|
3.27K
$262K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-215- 4.79% |
$13.6K - $15.9K
|
4.28K
$343K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
292+ 8.86% |
$18.4K - $21.5K
|
3.59K
$287K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
47.8K+ 3.54% |
$3.02M - $3.53M
|
1.4M
$112M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-9.91K- 57.4% |
$626K - $731K
|
7.35K
$589K
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.07K- 4.62% |
$67.5K - $78.9K
|
22.1K
$1.77M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
45.9KNew |
$2.9M - $3.39M
|
45.9K
$3.68M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 18.86% |
$64.4K - $75.3K
|
6.43K
$516K
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.9K+ 6.86% |
$1.45M - $1.69M
|
357K
$28.6M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.32K- 4.21% |
$146K - $171K
|
52.7K
$4.22M
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
11+ 0.15% |
$694 - $811
|
7.22K
$578K
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.03% |
$63.1 - $73.7
|
3.11K
$249K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-511- 7.36% |
$32.3K - $37.7K
|
6.43K
$516K
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10.6K+ 15.54% |
$671K - $784K
|
79.1K
$6.34M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 21.12% |
$177K - $207K
|
10.5K
$839K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-16K- 5.42% |
$1.01M - $1.18M
|
279K
$22.4M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.1K+ 48.93% |
$890K - $1.04M
|
42.9K
$3.44M
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
7.03K+ 12.06% |
$443K - $518K
|
65.3K
$5.23M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.3K- 4.5% |
$652K - $762K
|
219K
$17.6M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15.3K+ 7.02% |
$968K - $1.13M
|
234K
$18.7M
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.61K+ 7.04% |
$417K - $488K
|
101K
$8.06M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
606+ 0.75% |
$38.3K - $44.7K
|
81K
$6.49M
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26.9K+ 14.54% |
$1.7M - $1.98M
|
212K
$17M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-103K- 79.76% |
$6.49M - $7.58M
|
26.1K
$2.09M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.5K+ 84.68% |
$663K - $774K
|
22.9K
$1.83M
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-62- 0.18% |
$3.91K - $4.57K
|
35.1K
$2.81M
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
6+ 0.15% |
$379 - $442
|
4.13K
$331K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.03K+ 4.61% |
$64.8K - $75.6K
|
23.3K
$1.86M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.01K+ 20.09% |
$63.5K - $74.2K
|
6.01K
$482K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
647+ 132.85% |
$40.8K - $47.7K
|
1.13K
$90.9K
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
115+ 0.56% |
$7.26K - $8.48K
|
20.7K
$1.66M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.11K+ 37.92% |
$133K - $156K
|
7.68K
$616K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.42K+ 5.82% |
$216K - $252K
|
62.1K
$4.98M
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
7.13K+ 1.47% |
$450K - $526K
|
494K
$39.5M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.46K- 2.32% |
$281K - $328K
|
187K
$15M
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-3.34K- 2.3% |
$211K - $246K
|
142K
$11.4M
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
6.51K+ 45.94% |
$411K - $480K
|
20.7K
$1.66M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
601+ 4.34% |
$37.9K - $44.3K
|
14.5K
$1.16M
|