Latest Institutional Purchases of Spdr Portfolio (SPYG)
This list provides information on the latest institutional transactions involving Spdr Portfolio (SPYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
841K+ 190.06% |
$68.7M - $76.8M
|
1.28M
$116M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
682K+ 4359.15% |
$55.7M - $62.3M
|
698K
$62.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
602KNew |
$49.2M - $55M
|
602K
$54.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
544K+ 19.68% |
$44.5M - $49.7M
|
3.31M
$299M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
372KNew |
$30.4M - $34M
|
372K
$33.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
189K+ 34.27% |
$15.5M - $17.3M
|
741K
$66.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
186K+ 611.62% |
$15.2M - $17M
|
217K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146K+ 49.34% |
$12M - $13.4M
|
443K
$40M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
144K+ 21.04% |
$11.8M - $13.1M
|
828K
$74.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 34.34% |
$11.3M - $12.7M
|
542K
$48.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
135K+ 6.02% |
$11.1M - $12.4M
|
2.39M
$215M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
135K+ 45.65% |
$11M - $12.3M
|
429K
$38.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
130K+ 107.72% |
$10.6M - $11.9M
|
250K
$22.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
106KNew |
$8.64M - $9.65M
|
106K
$9.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
104K+ 95.86% |
$8.52M - $9.53M
|
213K
$19.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
104K+ 48.48% |
$8.51M - $9.52M
|
319K
$28.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
102K+ 3.72% |
$8.3M - $9.28M
|
2.83M
$255M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
95.9KNew |
$7.84M - $8.77M
|
95.9K
$8.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
71.7K+ 21.16% |
$5.86M - $6.55M
|
410K
$37M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
67K+ 28.97% |
$5.48M - $6.12M
|
298K
$26.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
66.2K+ 144.91% |
$5.41M - $6.05M
|
112K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
58.4K+ 1.28% |
$4.77M - $5.33M
|
4.63M
$418M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
56.9KNew |
$4.65M - $5.2M
|
56.9K
$5.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48.5K+ 21.41% |
$3.97M - $4.43M
|
275K
$24.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.5K+ 25.76% |
$3.8M - $4.25M
|
227K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.5K+ 52.51% |
$3.72M - $4.16M
|
132K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.7K+ 13.46% |
$3.08M - $3.44M
|
318K
$28.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
37.2K+ 11228.4% |
$3.04M - $3.4M
|
37.5K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
35.9KNew |
$2.94M - $3.28M
|
35.9K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
34.8KNew |
$2.85M - $3.18M
|
34.8K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
34.7K+ 38.04% |
$2.84M - $3.17M
|
126K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34.6K+ 156.39% |
$2.83M - $3.17M
|
56.8K
$5.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
34.2K+ 18.33% |
$2.8M - $3.13M
|
221K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.2K+ 2.97% |
$2.79M - $3.12M
|
1.19M
$107M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.7KNew |
$2.76M - $3.08M
|
33.7K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.3K+ 0.94% |
$2.64M - $2.95M
|
3.47M
$313M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
29K+ 5.67% |
$2.37M - $2.65M
|
541K
$48.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
28.9K+ 9.62% |
$2.37M - $2.64M
|
330K
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
28KNew |
$2.29M - $2.56M
|
28K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
27.1KNew |
$2.22M - $2.48M
|
27.1K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
26.8K+ 16.14% |
$2.19M - $2.45M
|
193K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
26.5KNew |
$2.17M - $2.42M
|
26.5K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
26.4K+ 79.53% |
$2.16M - $2.42M
|
59.7K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 2.77% |
$2.06M - $2.3M
|
934K
$84.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
21.8KNew |
$1.78M - $1.99M
|
21.8K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 6.36% |
$1.71M - $1.92M
|
351K
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21KNew |
$1.71M - $1.92M
|
21K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.4K+ 4.57% |
$1.67M - $1.86M
|
466K
$42.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
19.4KNew |
$1.58M - $1.77M
|
19.4K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
17.1K+ 3.74% |
$1.39M - $1.56M
|
473K
$42.7M
|