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 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-319- 0.09% |
$22.9K - $30.4K
|
371K
$36M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.08K+ 2.51% |
$77.4K - $103K
|
44K
$4.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
17.9K+ 21.86% |
$1.29M - $1.71M
|
99.8K
$9.67M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-171- 0.9% |
$12.3K - $16.3K
|
18.8K
$1.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
100K+ 82.01% |
$7.18M - $9.53M
|
222K
$21.5M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-502- 0.67% |
$36.1K - $47.9K
|
73.9K
$7.17M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-200- 1.2% |
$14.4K - $19.1K
|
16.5K
$1.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-63.6K- 18.93% |
$4.57M - $6.07M
|
273K
$26.4M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
422+ 7.73% |
$33.8K - $39K
|
5.88K
$570K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
7.69KNew |
$615K - $710K
|
7.69K
$745K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.07K- 73.81% |
$166K - $191K
|
735
$71.3K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.38KNew |
$271K - $313K
|
3.38K
$328K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
407+ 0.5% |
$32.6K - $37.6K
|
82.5K
$8M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3.44K+ 12.67% |
$275K - $318K
|
30.6K
$2.97M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.14K+ 1.15% |
$251K - $290K
|
277K
$26.9M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$160 - $185
|
4.15K
$402K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
156New |
$12.5K - $14.4K
|
156
$15.1K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
17.5K+ 93.91% |
$1.4M - $1.62M
|
36.2K
$3.51M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.8K+ 49.21% |
$4.63M - $5.34M
|
175K
$17M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31K+ 67.64% |
$2.48M - $2.87M
|
76.9K
$7.46M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-131- 2.24% |
$10.5K - $12.1K
|
5.72K
$555K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34.3K- 10.98% |
$2.74M - $3.17M
|
278K
$27M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
81.1K+ 58.15% |
$6.49M - $7.5M
|
221K
$21.4M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
350New |
$28K - $32.3K
|
350
$33.9K
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
140KNew |
$11.2M - $12.9M
|
140K
$13.6M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 5.3% |
$18.3K - $21.1K
|
4.07K
$395K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.23M+ 60.28% |
$98.3M - $113M
|
3.26M
$316M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.26K+ 12.55% |
$421K - $486K
|
47.2K
$4.57M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.48K- 5.33% |
$439K - $506K
|
97.4K
$9.44M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.65K- 32.97% |
$132K - $152K
|
3.35K
$325K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.84K+ 1.93% |
$147K - $170K
|
97.3K
$9.44M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-465- 12.55% |
$37.2K - $43K
|
3.24K
$314K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-859- 14.03% |
$68.8K - $79.4K
|
5.26K
$510K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.48K+ 1.7% |
$439K - $506K
|
328K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.9K+ 381.13% |
$1.19M - $1.38M
|
18.8K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-88- 41.51% |
$7.04K - $8.13K
|
124
$12K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61New |
$4.88K - $5.64K
|
61
$5.92K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.6K+ 11.4% |
$4.45M - $5.14M
|
544K
$52.7M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6.72K+ 14.46% |
$538K - $621K
|
53.2K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-54.5K- 2.28% |
$4.36M - $5.03M
|
2.34M
$227M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-31.9K- 58.71% |
$2.55M - $2.95M
|
22.4K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
269K+ 109432.52% |
$21.5M - $24.9M
|
269K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.51K+ 51.94% |
$601K - $693K
|
22K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.38M- 95.23% |
$110M - $127M
|
69.1K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$80.1 - $92.4
|
677
$65.6K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
188+ 2.57% |
$15K - $17.4K
|
7.5K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.02K+ 7.44% |
$402K - $464K
|
72.5K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.4K+ 58.55% |
$192K - $222K
|
6.5K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
66.4K+ 7.61% |
$5.32M - $6.14M
|
940K
$91.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-311K- 97.24% |
$24.9M - $28.7M
|
8.82K
$855K
|
|