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 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
263+ 13.79% |
$15.2K - $17.1K
|
2.17K
$140K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-209- 4.67% |
$12.1K - $13.6K
|
4.26K
$275K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-159- 3.59% |
$9.2K - $10.3K
|
4.26K
$275K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$2.08K - $2.34K
|
36
$2.33K
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
444+ 6.82% |
$25.7K - $28.8K
|
6.95K
$449K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-509- 1.0% |
$29.4K - $33K
|
50.5K
$3.26M
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-730- 5.29% |
$42.2K - $47.4K
|
13.1K
$844K
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.06K+ 0.44% |
$61.3K - $68.8K
|
239K
$15.5M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.32K+ 4.73% |
$134K - $150K
|
51.2K
$3.31M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
169+ 1.7% |
$9.78K - $11K
|
10.1K
$652K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.33KNew |
$76.7K - $86K
|
1.33K
$85.6K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
99+ 9.83% |
$5.73K - $6.43K
|
1.11K
$71.4K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 11.77% |
$73.8K - $82.8K
|
12.1K
$782K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.2K+ 16.43% |
$69.5K - $78K
|
8.51K
$550K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
406+ 2.83% |
$23.5K - $26.4K
|
14.8K
$954K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
70+ 0.44% |
$4.05K - $4.54K
|
16.1K
$1.04M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.66K - $2.99K
|
46
$2.97K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.33K+ 7.69% |
$77.1K - $86.5K
|
18.7K
$1.21M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.62K+ 10.8% |
$93.8K - $105K
|
16.6K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.82KNew |
$510K - $573K
|
8.82K
$570K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.52K+ 1.82% |
$319K - $358K
|
309K
$20M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
71+ 0.19% |
$4.11K - $4.61K
|
37.4K
$2.41M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 1.76% |
$871K - $978K
|
843K
$54.5M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-996- 8.73% |
$57.6K - $64.7K
|
10.4K
$673K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 18.18% |
$579 - $649
|
65
$4.2K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
503+ 0.04% |
$29.1K - $32.7K
|
1.31M
$84.8M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
66New |
$3.82K - $4.28K
|
66
$4.26K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.06K+ 12.36% |
$292K - $328K
|
46K
$2.97M
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-1.53K- 3.99% |
$88.5K - $99.3K
|
36.8K
$2.38M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 35.15% |
$11.6K - $13K
|
369
$23.8K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165+ 2.73% |
$9.55K - $10.7K
|
6.21K
$401K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 19.93% |
$124K - $139K
|
12.9K
$833K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
137New |
$7.93K - $8.89K
|
137
$8.85K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
164+ 0.17% |
$9.49K - $10.6K
|
94.2K
$6.09M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.85K+ 4.29% |
$165K - $185K
|
69.4K
$4.48M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$174 - $195
|
13.2K
$849K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
200+ 3.1% |
$11.6K - $13K
|
6.66K
$430K
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
869+ 0.23% |
$50.3K - $56.4K
|
376K
$24.3M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.71K+ 41.65% |
$98.7K - $111K
|
5.8K
$375K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.51K+ 6.08% |
$145K - $163K
|
43.7K
$2.82M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 0.07% |
$57.9 - $64.9
|
1.42K
$91.6K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
233New |
$13.5K - $15.1K
|
233
$15K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-210K- 91.27% |
$12.1M - $13.6M
|
20.1K
$1.3M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-491- 4.8% |
$28.4K - $31.9K
|
9.74K
$629K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3K+ 3.96% |
$173K - $195K
|
78.8K
$5.09M
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-760- 2.11% |
$44K - $49.3K
|
35.2K
$2.28M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 35.58% |
$768K - $862K
|
50.6K
$3.27M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-63.4K- 15.62% |
$3.67M - $4.11M
|
342K
$22.1M
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-913- 2.32% |
$52.8K - $59.3K
|
38.4K
$2.48M
|