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 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
67+ 1.23% |
$5.36K - $6.19K
|
5.51K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
66+ 2.48% |
$5.28K - $6.1K
|
2.73K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 11.65% |
$4.64K - $5.36K
|
556
$57.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
33New |
$2.64K - $3.05K
|
33
$3.4K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
31+ 0.21% |
$2.48K - $2.86K
|
15K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
31New |
$2.48K - $2.86K
|
31
$3.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27New |
$2.16K - $2.49K
|
27
$2.78K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
26New |
$2.08K - $2.4K
|
26
$2.68K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.24K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.24K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.7% |
$480 - $554
|
863
$88.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
6+ 0.15% |
$480 - $554
|
4.06K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
5+ 0.16% |
$400 - $462
|
3.12K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2New |
$160 - $185
|
2
$206
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 3.7% |
$160 - $185
|
56
$5.77K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 4.17% |
$80.1 - $92.4
|
25
$2.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.65K
$273K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
308KNew |
$25.2M - $28.1M
|
308K
$31.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
152K+ 235.77% |
$12.4M - $13.9M
|
216K
$22.3M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
52.8K+ 111.55% |
$4.31M - $4.82M
|
100K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.5K+ 25.76% |
$3.8M - $4.25M
|
227K
$23.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
34.8KNew |
$2.85M - $3.18M
|
34.8K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
21.8KNew |
$1.78M - $1.99M
|
21.8K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.9KNew |
$975K - $1.09M
|
11.9K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
11.4KNew |
$932K - $1.04M
|
11.4K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.22KNew |
$754K - $843K
|
9.22K
$950K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.1KNew |
$744K - $832K
|
9.1K
$938K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.31KNew |
$679K - $759K
|
8.31K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.56KNew |
$618K - $690K
|
7.56K
$778K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$611K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.68KNew |
$382K - $428K
|
4.68K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.03K+ 18.93% |
$330K - $369K
|
25.3K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
PUT |
4KNew |
$327K - $366K
|
4K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4KNew |
$327K - $366K
|
4K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$311K - $348K
|
3.81K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.72KNew |
$304K - $340K
|
3.72K
$383K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3.24KNew |
$265K - $296K
|
3.24K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.16KNew |
$258K - $289K
|
3.16K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3.16KNew |
$258K - $288K
|
3.16K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.1KNew |
$254K - $284K
|
3.1K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
3.08KNew |
$252K - $281K
|
3.08K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$252K - $281K
|
3.08K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.06KNew |
$250K - $279K
|
3.06K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.05KNew |
$250K - $279K
|
3.05K
$315K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
3KNew |
$245K - $274K
|
3K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.86KNew |
$234K - $261K
|
2.86K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
2.81KNew |
$230K - $257K
|
2.81K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.81KNew |
$230K - $257K
|
2.81K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.78KNew |
$227K - $254K
|
2.78K
$286K
|
|