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 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.52K- 6.03% |
$262K - $294K
|
70.5K
$4.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 10.79% |
$761K - $854K
|
109K
$7.02M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.21K+ 53.5% |
$125K - $135K
|
6.34K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40K+ 100.0% |
$2.27M - $2.44M
|
79.9K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.59K- 96.47% |
$89.9K - $96.7K
|
58
$3.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-461- 2.84% |
$26.1K - $28.1K
|
15.7K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
188New |
$10.7K - $11.5K
|
188
$12.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.91K+ 38.38% |
$108K - $116K
|
6.87K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 6.09% |
$71.6K - $77K
|
19.5K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477New |
$27K - $29.1K
|
477
$30.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
109New |
$6.18K - $6.65K
|
109
$7.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-342- 31.67% |
$19.4K - $20.9K
|
738
$47.7K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-505- 12.46% |
$28.6K - $30.8K
|
3.55K
$229K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.7K- 94.6% |
$2.2M - $2.36M
|
2.21K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
246+ 3.71% |
$13.9K - $15K
|
6.87K
$444K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$6.57K - $7.07K
|
116
$7.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$687K - $739K
|
12.1K
$783K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.27KNew |
$129K - $138K
|
2.27K
$147K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$453 - $488
|
8
$517
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
3.09K+ 77.93% |
$175K - $188K
|
7.05K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9K- 3.15% |
$510K - $549K
|
276K
$17.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.66% |
$907 - $976
|
2.43K
$157K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 0.91% |
$3.23K - $3.48K
|
6.33K
$409K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.98% |
$680 - $732
|
1.23K
$79.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.75KNew |
$326K - $351K
|
5.75K
$371K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.74K+ 100.83% |
$268K - $289K
|
9.44K
$609K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$10.3K - $11.1K
|
182
$11.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.31K+ 37.65% |
$74.1K - $79.7K
|
4.78K
$309K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.64KNew |
$206K - $222K
|
3.64K
$235K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
193+ 438.64% |
$10.5K - $11.5K
|
237
$15.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17New |
$922 - $1.01K
|
17
$1.1K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-69.3K- 83.0% |
$3.76M - $4.14M
|
14.2K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.57KNew |
$302K - $332K
|
5.57K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
601New |
$32.6K - $35.9K
|
601
$38.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.42K- 2.29% |
$77K - $84.7K
|
60.6K
$3.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-312- 70.43% |
$16.9K - $18.6K
|
131
$8.46K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
97New |
$5.26K - $5.79K
|
97
$6.27K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300New |
$14.4K - $16.6K
|
300
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-779- 50.42% |
$37.4K - $43.2K
|
766
$49.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.44KNew |
$309K - $357K
|
6.44K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-113K- 76.06% |
$5.44M - $6.27M
|
35.6K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.95KNew |
$430K - $496K
|
8.95K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$481K - $555K
|
10K
$646K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
623New |
$29.9K - $34.6K
|
623
$40.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
104New |
$5K - $5.77K
|
104
$6.72K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 1.47% |
$2.36K - $2.72K
|
3.28K
$212K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.09K+ 32.63% |
$101K - $116K
|
8.51K
$550K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-307- 72.92% |
$14.8K - $17K
|
114
$7.36K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.39K- 99.0% |
$66.6K - $76.9K
|
14
$904
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.74KNew |
$287K - $311K
|
5.74K
$370K
|
|