Latest Institutional Transactions on Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information on the latest institutional transactions involving Spdr Index Shs Fds S Spdr Port (SPGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-76- 1.56% |
$5.24K - $5.7K
|
4.79K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.6K+ 21.97% |
$386K - $420K
|
31.1K
$2.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
214+ 14.64% |
$14.8K - $16.1K
|
1.68K
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-20- 9.13% |
$1.38K - $1.5K
|
199
$15.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$1.38K - $1.5K
|
20
$1.52K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.9K+ 619.76% |
$5.71M - $6.22M
|
96.2K
$7.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.71K- 5.32% |
$325K - $353K
|
83.8K
$6.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.45K- 25.06% |
$99.9K - $109K
|
4.33K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
40+ 0.66% |
$2.76K - $3K
|
6.09K
$463K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-13.7K- 42.88% |
$948K - $1.03M
|
18.3K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
332K+ 95.06% |
$22.9M - $24.9M
|
682K
$51.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-95- 55.56% |
$6.55K - $7.13K
|
76
$5.78K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23New |
$1.59K - $1.73K
|
23
$1.75K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-301- 3.85% |
$20.8K - $22.6K
|
7.53K
$572K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.88KNew |
$199K - $216K
|
2.88K
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
8+ 0.19% |
$552 - $600
|
4.26K
$323K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
669+ 9.1% |
$46.1K - $50.2K
|
8.02K
$610K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.1K- 23.71% |
$1.59M - $1.73M
|
74.2K
$5.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-141- 9.03% |
$9.72K - $10.6K
|
1.42K
$108K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.96K+ 20.98% |
$135K - $147K
|
11.3K
$859K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-808- 3.2% |
$55.7K - $60.6K
|
24.5K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
817+ 6.59% |
$56.3K - $61.3K
|
13.2K
$1M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.84K+ 4.0% |
$196K - $213K
|
73.9K
$5.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.7K+ 471.47% |
$117K - $128K
|
2.06K
$157K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
71+ 45.51% |
$4.9K - $5.33K
|
227
$17.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
736New |
$50.7K - $55.2K
|
736
$55.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3- 0.1% |
$207 - $225
|
2.93K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-56- 1.04% |
$3.86K - $4.2K
|
5.33K
$405K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.45K- 54.06% |
$307K - $334K
|
3.78K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
2.33K+ 0.94% |
$161K - $175K
|
249K
$18.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
207+ 5.28% |
$14.3K - $15.5K
|
4.13K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.97K+ 2.65% |
$205K - $223K
|
115K
$8.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.38% |
$1.79K - $1.95K
|
6.86K
$521K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
824New |
$56.8K - $61.8K
|
824
$62.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-853- 1.89% |
$58.8K - $64K
|
44.4K
$3.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-132K- 47.34% |
$9.09M - $9.89M
|
147K
$11.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13+ 0.09% |
$896 - $975
|
14.5K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.08KNew |
$281K - $306K
|
4.08K
$310K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-373- 2.44% |
$25.7K - $28K
|
14.9K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.39MNew |
$96.1M - $105M
|
1.39M
$106M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-177- 2.03% |
$12.2K - $13.3K
|
8.54K
$649K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.46K- 11.78% |
$652K - $710K
|
70.8K
$5.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-325- 2.11% |
$22.4K - $24.4K
|
15.1K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.62K- 51.73% |
$249K - $271K
|
3.37K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
282+ 0.24% |
$19.4K - $21.2K
|
120K
$9.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-263- 21.79% |
$18.1K - $19.7K
|
944
$71.7K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-5- 0.05% |
$345 - $375
|
9.73K
$740K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.24K+ 74.81% |
$223K - $243K
|
7.57K
$575K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
33K+ 93.44% |
$2.28M - $2.48M
|
68.3K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
899+ 10.03% |
$62K - $67.4K
|
9.86K
$749K
|
|