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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
18.1KNew |
$987K - $1.07M
|
18.1K
$1.17M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-290Closed |
$15.7K - $16.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
144+ 107.46% |
$7.8K - $8.3K
|
278
$18K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-4- 8.0% |
$217 - $231
|
46
$2.97K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-49Closed |
$2.65K - $2.83K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
141New |
$7.47K - $7.86K
|
141
$9.11K
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-10Closed |
$530 - $558
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$212 - $223
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-354Closed |
$17.3K - $18.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$4.4K - $4.76K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.75KNew |
$85.7K - $92.6K
|
1.75K
$113K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.38KClosed |
$99.9K - $117K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-124Closed |
$5.21K - $6.11K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76Closed |
$3.03K - $3.45K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.26KClosed |
$201K - $259K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.41KClosed |
$237K - $306K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204Closed |
$6.53K - $8.43K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.3KClosed |
$298K - $384K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-185Closed |
$5.92K - $7.64K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.16KClosed |
$92.2K - $140K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.04KClosed |
$147K - $222K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-46.8KClosed |
$1.36M - $2.07M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-390Closed |
$11.4K - $17.2K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.81KClosed |
$169K - $257K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.07KClosed |
$148K - $224K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-5.59KClosed |
$163K - $247K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
SELL
|
- |
-29.5KClosed |
$861K - $1.3M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.14KClosed |
$179K - $271K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-5.5KClosed |
$160K - $243K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jul 24, 2024
Q4 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.18KClosed |
$278K - $310K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.56KClosed |
$181K - $185K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-301Closed |
$12K - $12.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.74KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-420Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-242Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 13, 2018
Q2 2018
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.01KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-3.05KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.97KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2018
Q4 2017
|
Ironwood Financial, LLC
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$64.6
|
|