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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
223+ 6.49% |
$16K - $21.3K
|
3.66K
$377K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
209+ 1.79% |
$15K - $19.9K
|
11.9K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
208New |
$14.9K - $19.8K
|
208
$21.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
198+ 4.82% |
$14.2K - $18.9K
|
4.31K
$444K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
195+ 3.02% |
$14K - $18.6K
|
6.66K
$686K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
182+ 6.53% |
$13.1K - $17.3K
|
2.97K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
177+ 5.6% |
$12.7K - $16.9K
|
3.34K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
175+ 1.02% |
$12.6K - $16.7K
|
17.3K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
174+ 9.75% |
$12.5K - $16.6K
|
1.96K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
173+ 3.35% |
$12.4K - $16.5K
|
5.33K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
165+ 0.92% |
$11.9K - $15.7K
|
18.2K
$1.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
162+ 8.71% |
$11.6K - $15.4K
|
2.02K
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156+ 866.67% |
$11.2K - $14.9K
|
174
$17.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
149+ 3.37% |
$10.7K - $14.2K
|
4.57K
$471K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
138New |
$9.91K - $13.2K
|
138
$14.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
135+ 0.76% |
$9.7K - $12.9K
|
18K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
130+ 12.15% |
$9.34K - $12.4K
|
1.2K
$124K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
125+ 0.66% |
$8.98K - $11.9K
|
19.2K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
120+ 10.41% |
$8.62K - $11.4K
|
1.27K
$131K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
119+ 0.14% |
$8.55K - $11.3K
|
84.9K
$8.75M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
107New |
$7.69K - $10.2K
|
107
$11K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100New |
$7.18K - $9.53K
|
100
$10.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 0.31% |
$7.04K - $9.34K
|
31.8K
$3.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
94+ 43.52% |
$6.75K - $8.96K
|
310
$31.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
88+ 2.13% |
$6.32K - $8.39K
|
4.21K
$434K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 4.01% |
$6.32K - $8.39K
|
2.28K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
85+ 2.88% |
$6.11K - $8.1K
|
3.04K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
83New |
$5.96K - $7.91K
|
83
$8.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79+ 2.8% |
$5.67K - $7.53K
|
2.9K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
79+ 1.43% |
$5.67K - $7.53K
|
5.59K
$576K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$5.46K - $7.24K
|
76
$7.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
74+ 3.02% |
$5.32K - $7.05K
|
2.52K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
71New |
$5.1K - $6.77K
|
71
$7.32K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
69+ 0.93% |
$4.96K - $6.58K
|
7.48K
$771K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
67+ 0.88% |
$4.81K - $6.39K
|
7.72K
$796K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
66+ 0.89% |
$4.74K - $6.29K
|
7.46K
$769K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
63+ 1.22% |
$4.53K - $6.01K
|
5.21K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
61New |
$4.38K - $5.81K
|
61
$6.29K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
58New |
$4.17K - $5.53K
|
58
$5.98K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
58+ 0.56% |
$4.17K - $5.53K
|
10.5K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55+ 1.78% |
$3.95K - $5.24K
|
3.14K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
53+ 1.37% |
$3.81K - $5.05K
|
3.92K
$403K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52+ 2.64% |
$3.74K - $4.96K
|
2.02K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
50+ 1.48% |
$3.59K - $4.77K
|
3.44K
$354K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 5.88% |
$3.45K - $4.58K
|
864
$89K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
47+ 9.87% |
$3.38K - $4.48K
|
523
$53.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
34+ 0.08% |
$2.44K - $3.24K
|
44.6K
$4.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32+ 0.56% |
$2.3K - $3.05K
|
5.77K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
30+ 1.18% |
$2.15K - $2.86K
|
2.58K
$266K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28+ 4.14% |
$2.01K - $2.67K
|
705
$72.6K
|