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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
132K+ 64.47% |
$10.5M - $12.2M
|
336K
$26.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
117K+ 4.14% |
$9.37M - $10.8M
|
2.95M
$236M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
15.4K+ 3.62% |
$1.23M - $1.42M
|
441K
$35.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12.6K+ 7.58% |
$1.01M - $1.17M
|
179K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.05K+ 101060.0% |
$404K - $467K
|
5.06K
$405K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.34K+ 35.15% |
$348K - $401K
|
16.7K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.21K+ 46.93% |
$337K - $389K
|
13.2K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.07K+ 134.52% |
$246K - $283K
|
5.35K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.01K+ 28.63% |
$241K - $278K
|
13.5K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.68K+ 9.56% |
$214K - $247K
|
30.7K
$2.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.65K+ 1.88% |
$212K - $244K
|
143K
$11.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
570+ 24.6% |
$45.6K - $52.7K
|
2.89K
$231K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
384+ 3.89% |
$30.7K - $35.5K
|
10.2K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
360+ 1.51% |
$28.8K - $33.3K
|
24.3K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
336+ 5.51% |
$26.9K - $31K
|
6.43K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
187+ 0.99% |
$15K - $17.3K
|
19K
$1.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.83% |
$3.2K - $3.7K
|
4.89K
$392K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.08% |
$2.16K - $2.49K
|
33.2K
$2.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$961 - $1.11K
|
12
$961
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.1% |
$801 - $924
|
9.74K
$780K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$480 - $554
|
3.59K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.02% |
$160 - $185
|
10.7K
$861K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8M+ 176.93% |
$879M - $983M
|
16.8M
$1.35B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.68MNew |
$301M - $336M
|
3.68M
$295M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.61M+ 148942.8% |
$295M - $330M
|
3.61M
$290M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.54MNew |
$290M - $324M
|
3.54M
$284M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.78M+ 194.9% |
$227M - $254M
|
4.21M
$337M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.62M+ 8.34% |
$214M - $239M
|
34M
$2.73B
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.58M+ 7157.87% |
$129M - $144M
|
1.6M
$128M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4M+ 2707.51% |
$114M - $128M
|
1.45M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.29M+ 182.57% |
$106M - $118M
|
2M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.19M+ 42.82% |
$97.4M - $109M
|
3.98M
$319M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
841K+ 190.06% |
$68.7M - $76.8M
|
1.28M
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
732KNew |
$59.8M - $66.9M
|
732K
$58.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
682K+ 4359.15% |
$55.7M - $62.3M
|
698K
$55.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
653K+ 30.52% |
$53.4M - $59.7M
|
2.79M
$224M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
602KNew |
$49.2M - $55M
|
602K
$48.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
544K+ 19.68% |
$44.5M - $49.7M
|
3.31M
$265M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
453K+ 51.29% |
$37M - $41.4M
|
1.34M
$107M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
443K+ 23.56% |
$36.2M - $40.5M
|
2.32M
$186M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
441K+ 195.69% |
$36M - $40.3M
|
666K
$53.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
440KNew |
$36M - $40.2M
|
440K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
398K+ 119.9% |
$32.6M - $36.4M
|
731K
$58.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
398K+ 111.05% |
$32.5M - $36.3M
|
756K
$60.5M
|
|
|
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
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
330K+ 4.22% |
$27M - $30.2M
|
8.15M
$653M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
313K+ 4610.0% |
$25.5M - $28.6M
|
319K
$25.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
308KNew |
$25.2M - $28.1M
|
308K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
308K+ 8.31% |
$25.1M - $28.1M
|
4.01M
$321M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
299K+ 36.64% |
$24.4M - $27.3M
|
1.11M
$89.2M
|
|