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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
695+ 26.41% |
$49.9K - $66.2K
|
3.33K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
679+ 3.01% |
$48.8K - $64.7K
|
23.2K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
675+ 4.99% |
$48.5K - $64.3K
|
14.2K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
660New |
$47.4K - $62.9K
|
660
$68K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
650+ 7.99% |
$46.7K - $62K
|
8.79K
$906K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
615+ 16.85% |
$44.2K - $58.6K
|
4.26K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
609+ 10.24% |
$43.7K - $58K
|
6.56K
$676K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
589+ 21.39% |
$42.3K - $56.1K
|
3.34K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
589+ 0.76% |
$42.3K - $56.1K
|
78.4K
$8.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
578+ 8.44% |
$41.5K - $55.1K
|
7.43K
$765K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
565+ 15.59% |
$40.6K - $53.9K
|
4.19K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
531+ 0.33% |
$38.1K - $50.6K
|
161K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
512+ 1.44% |
$36.8K - $48.8K
|
36.2K
$3.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
493+ 3.3% |
$35.4K - $47K
|
15.4K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
480+ 98.56% |
$34.5K - $45.8K
|
967
$99.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
480+ 13.93% |
$34.5K - $45.8K
|
3.93K
$404K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
474+ 2.83% |
$34K - $45.2K
|
17.2K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
471+ 1.14% |
$33.8K - $44.9K
|
41.9K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
465+ 22.97% |
$33.4K - $44.3K
|
2.49K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
464+ 3.29% |
$33.3K - $44.2K
|
14.6K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
449+ 1.09% |
$32.3K - $42.8K
|
41.8K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
437+ 0.21% |
$31.4K - $41.7K
|
209K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
433+ 35.32% |
$31.1K - $41.3K
|
1.66K
$171K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
407+ 65.65% |
$29.2K - $38.8K
|
1.03K
$106K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
406+ 0.14% |
$29.2K - $38.7K
|
292K
$30.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
402+ 10.3% |
$28.9K - $38.3K
|
4.3K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$28.2K - $37.4K
|
44.8K
$4.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
380New |
$27.3K - $36.2K
|
380
$39.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
379+ 3.39% |
$27.2K - $36.1K
|
11.6K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
375+ 0.73% |
$26.9K - $35.7K
|
52K
$5.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
375+ 1562.5% |
$26.9K - $35.7K
|
399
$41.1K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
357+ 2.79% |
$25.6K - $34K
|
13.1K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
355+ 6.21% |
$25.5K - $33.8K
|
6.08K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
352+ 338.46% |
$25.3K - $33.6K
|
456
$47K
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
323+ 1.13% |
$23.2K - $30.8K
|
29K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
316+ 137.99% |
$22.7K - $30.1K
|
545
$56.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
315+ 0.88% |
$22.6K - $30K
|
36.3K
$3.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
312New |
$22.4K - $29.7K
|
312
$32.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
310+ 5.58% |
$22.3K - $29.5K
|
5.87K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
301New |
$21.6K - $28.7K
|
301
$31K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
300New |
$21.5K - $28.6K
|
300
$30.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
297+ 2.12% |
$21.3K - $28.3K
|
14.3K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
290+ 0.79% |
$20.8K - $27.6K
|
36.8K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
279+ 0.18% |
$20K - $26.6K
|
157K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
275+ 1.55% |
$19.8K - $26.2K
|
18K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
267+ 4.97% |
$19.2K - $25.5K
|
5.64K
$581K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
250+ 8.42% |
$18K - $23.8K
|
3.22K
$332K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
229+ 7.93% |
$16.4K - $21.8K
|
3.12K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
224+ 7.45% |
$16.1K - $21.4K
|
3.23K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
224+ 0.46% |
$16.1K - $21.4K
|
48.6K
$5.01M
|