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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.82K+ 0.46% |
$280K - $321K
|
834K
$74.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.77K+ 35.17% |
$276K - $317K
|
14.5K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75K+ 8.59% |
$275K - $315K
|
47.4K
$4.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.74K+ 344.12% |
$275K - $315K
|
4.83K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.74K+ 10.09% |
$274K - $315K
|
40.8K
$3.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.69KNew |
$271K - $310K
|
3.69K
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.57K+ 3.97% |
$262K - $300K
|
93.4K
$8.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.33K+ 488.55% |
$244K - $280K
|
4.01K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.32K+ 44.55% |
$243K - $279K
|
10.8K
$967K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.3KNew |
$242K - $278K
|
3.3K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.3KNew |
$242K - $277K
|
3.3K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.22KNew |
$236K - $271K
|
3.22K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 3.71% |
$236K - $270K
|
89.8K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.21K+ 3.28% |
$236K - $270K
|
101K
$9.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 11.56% |
$235K - $269K
|
30.9K
$2.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 25.84% |
$235K - $269K
|
15.6K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.2KNew |
$235K - $269K
|
3.2K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$222K - $254K
|
3.02K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3KNew |
$220K - $253K
|
3K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.99K+ 9.7% |
$219K - $251K
|
33.8K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.94KNew |
$216K - $247K
|
2.94K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.9KNew |
$213K - $244K
|
2.9K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.9KNew |
$213K - $244K
|
2.9K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
2.85K+ 23.98% |
$209K - $240K
|
14.8K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.79K+ 9.11% |
$205K - $234K
|
33.4K
$3M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.78K+ 2.54% |
$204K - $234K
|
112K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.78K+ 1.07% |
$204K - $234K
|
263K
$23.6M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.73K+ 7.75% |
$200K - $230K
|
38K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.73KNew |
$200K - $230K
|
2.73K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.73KNew |
$200K - $229K
|
2.73K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.71K+ 1.19% |
$199K - $228K
|
230K
$20.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7KNew |
$198K - $227K
|
2.7K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63KNew |
$193K - $221K
|
2.63K
$236K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 8.07% |
$192K - $220K
|
35K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.55KNew |
$187K - $214K
|
2.55K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 1.58% |
$186K - $213K
|
163K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 76.75% |
$186K - $213K
|
5.83K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.49KNew |
$183K - $210K
|
2.49K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.45KNew |
$179K - $206K
|
2.45K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.43KNew |
$178K - $204K
|
2.43K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.32K+ 0.44% |
$170K - $195K
|
534K
$48M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.24K+ 4.28% |
$165K - $189K
|
54.6K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 43440.0% |
$159K - $183K
|
2.18K
$196K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.13K+ 5.42% |
$156K - $179K
|
41.5K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.13K+ 2.8% |
$156K - $179K
|
78.3K
$7.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.05KNew |
$150K - $172K
|
2.05K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.01K+ 35.31% |
$148K - $169K
|
7.72K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.97KNew |
$144K - $166K
|
1.97K
$177K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.95KNew |
$143K - $164K
|
1.95K
$175K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.85K+ 2.97% |
$136K - $156K
|
64K
$5.75M
|