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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
35K+ 586.59% |
$2.42M - $2.63M
|
41K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4.77K- 5.54% |
$329K - $358K
|
81.4K
$6.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 2.99% |
$138 - $150
|
69
$5.24K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
552+ 41.44% |
$38.1K - $41.4K
|
1.88K
$143K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-850- 2.06% |
$58.6K - $63.8K
|
40.3K
$3.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.33K- 19.96% |
$161K - $175K
|
9.35K
$710K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-769- 7.62% |
$53K - $57.7K
|
9.32K
$708K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
89+ 0.85% |
$6.14K - $6.68K
|
10.6K
$805K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 24.91% |
$178K - $193K
|
12.9K
$982K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.88K- 7.19% |
$199K - $216K
|
37.2K
$2.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.85K- 15.85% |
$403K - $438K
|
31K
$2.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
142New |
$9.79K - $10.7K
|
142
$10.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 41.67% |
$103K - $113K
|
5.1K
$388K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
14.2K+ 3.95% |
$979K - $1.07M
|
374K
$28.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.04K- 0.55% |
$141K - $153K
|
371K
$28.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.21K+ 8.99% |
$359K - $391K
|
63.2K
$4.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-140- 0.35% |
$9.65K - $10.5K
|
39.4K
$2.99M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 59.28% |
$910K - $1.13M
|
44K
$3.35M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$55.5 - $69
|
1
$76
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.03% |
$55.5 - $69
|
3.55K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.8KNew |
$488K - $607K
|
8.8K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.61% |
$833 - $1.04K
|
2.46K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
155K+ 179.51% |
$8.61M - $10.7M
|
241K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-2.24K- 18.17% |
$124K - $154K
|
10.1K
$765K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.3KNew |
$569K - $708K
|
10.3K
$779K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.8% |
$167 - $207
|
376
$28.6K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.5% |
$999 - $1.24K
|
3.59K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 0.83% |
$1.05K - $1.31K
|
2.31K
$176K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-298- 78.84% |
$16.5K - $20.6K
|
80
$6.08K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
659New |
$36.6K - $45.5K
|
659
$50.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
403+ 1.27% |
$22.4K - $27.8K
|
32K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 0.86% |
$3.05K - $3.8K
|
6.45K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-37- 0.36% |
$2.05K - $2.55K
|
10.2K
$775K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.18% |
$167 - $207
|
1.68K
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.94% |
$222 - $276
|
428
$32.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-430- 33.46% |
$23.9K - $29.7K
|
855
$65K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
221New |
$12.3K - $15.2K
|
221
$16.8K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-298- 78.84% |
$18.4K - $19.9K
|
80
$6.08K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-5- 7.58% |
$310 - $334
|
61
$4.64K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.26KNew |
$78.3K - $84.4K
|
1.26K
$96.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 48.62% |
$3.28K - $3.54K
|
56
$4.26K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 10.0% |
$124 - $134
|
22
$1.67K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.91KNew |
$366K - $394K
|
5.91K
$449K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
339New |
$21K - $22.6K
|
339
$25.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-80- 13.31% |
$4.95K - $5.34K
|
521
$39.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.96K- 98.4% |
$369K - $398K
|
97
$7.37K
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
8.15KNew |
$515K - $543K
|
8.15K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40K- 50.0% |
$2.53M - $2.66M
|
40K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.29K+ 2.11% |
$81.6K - $86K
|
62.4K
$4.74M
|
|