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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
20.7K+ 7.6% |
$1.95M - $2.18M
|
293K
$30.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.25K- 22.52% |
$212K - $237K
|
7.73K
$802K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 0.21% |
$197K - $220K
|
988K
$102M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-453- 0.63% |
$42.7K - $47.7K
|
72K
$7.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.78K- 1.94% |
$168K - $188K
|
90.2K
$9.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
589+ 273.95% |
$55.6K - $62K
|
804
$83.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
35.3K+ 2.97% |
$3.33M - $3.72M
|
1.22M
$127M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
73+ 1.71% |
$6.89K - $7.69K
|
4.34K
$450K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
186+ 4.79% |
$17.5K - $19.6K
|
4.07K
$422K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23K+ 41.84% |
$2.17M - $2.42M
|
78.1K
$8.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-90- 1.38% |
$8.49K - $9.48K
|
6.44K
$667K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-138- 1.44% |
$13K - $14.5K
|
9.42K
$977K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.04% |
$849 - $948
|
23.8K
$2.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-11- 0.43% |
$1.04K - $1.16K
|
2.57K
$267K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-33.8K- 2.29% |
$3.19M - $3.56M
|
1.44M
$149M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-407- 4.0% |
$38.4K - $42.9K
|
9.76K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97.7K- 2.69% |
$9.21M - $10.3M
|
3.53M
$366M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-25.7K- 70.4% |
$2.42M - $2.7M
|
10.8K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
17.3K+ 62.38% |
$1.63M - $1.82M
|
45.1K
$4.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
98+ 2.14% |
$9.24K - $10.3K
|
4.67K
$485K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
24+ 0.25% |
$2.26K - $2.53K
|
9.77K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$184K - $205K
|
1.95K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.42K+ 4.65% |
$512K - $571K
|
122K
$12.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-362- 0.45% |
$34.1K - $38.1K
|
80.4K
$8.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 1.95% |
$22.6K - $25.3K
|
12.5K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30+ 0.43% |
$2.83K - $3.16K
|
7.06K
$733K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.15K- 1.47% |
$486K - $543K
|
347K
$35.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.01KNew |
$189K - $211K
|
2.01K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-938- 0.86% |
$88.5K - $98.8K
|
109K
$11.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-80- 2.54% |
$7.55K - $8.42K
|
3.07K
$318K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-736- 6.99% |
$69.4K - $77.5K
|
9.79K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
400+ 11.64% |
$37.7K - $42.1K
|
3.84K
$398K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
106+ 0.58% |
$10K - $11.2K
|
18.4K
$1.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.26K+ 2.26% |
$213K - $237K
|
102K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.64KNew |
$532K - $594K
|
5.64K
$585K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.81K- 3.02% |
$265K - $296K
|
90.2K
$9.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.26K- 0.61% |
$213K - $238K
|
369K
$38.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 1.4% |
$5K - $5.58K
|
3.85K
$399K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 10.05% |
$108K - $121K
|
10.2K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.61K- 6.73% |
$151K - $169K
|
22.3K
$2.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-340- 18.73% |
$32.1K - $35.8K
|
1.48K
$153K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
594+ 0.12% |
$56K - $62.6K
|
495K
$51.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-116K- 93.14% |
$10.9M - $12.2M
|
8.52K
$884K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.32K+ 17.72% |
$124K - $139K
|
8.74K
$907K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-575- 9.81% |
$54.2K - $60.6K
|
5.29K
$548K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.51K+ 448.63% |
$897K - $1M
|
11.6K
$1.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.47K- 3.34% |
$138K - $155K
|
42.5K
$4.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.73K- 6.13% |
$730K - $814K
|
118K
$12.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.95K+ 18.83% |
$278K - $311K
|
18.6K
$1.93M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14- 0.03% |
$1.32K - $1.47K
|
47.5K
$4.92M
|