Latest Institutional Transactions on Spdr Portfolio (SPYG)
This table provides information on the latest institutional transactions involving Spdr Portfolio (SPYG) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-129- 1.81% |
$9.47K - $10.8K
|
6.99K
$637K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-77.2K- 68.17% |
$5.66M - $6.49M
|
36K
$3.28M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-417- 0.45% |
$30.6K - $35.1K
|
92.8K
$8.45M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.6KNew |
$117K - $134K
|
1.6K
$146K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.73K+ 7.75% |
$200K - $230K
|
38K
$3.46M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-58.2K- 67.22% |
$4.27M - $4.89M
|
28.4K
$2.58M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-189- 0.43% |
$13.9K - $15.9K
|
43.8K
$3.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.72K- 26.56% |
$493K - $565K
|
18.6K
$1.69M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
181KNew |
$13.3M - $15.2M
|
181K
$16.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.66KNew |
$342K - $392K
|
4.66K
$424K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-312- 0.21% |
$22.9K - $26.2K
|
151K
$13.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-428- 3.74% |
$31.4K - $36K
|
11K
$1M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.78K+ 2.54% |
$204K - $234K
|
112K
$10.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.23K+ 2.9% |
$164K - $188K
|
79.2K
$7.22M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.97K- 1.03% |
$144K - $165K
|
189K
$17.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-105K- 14.06% |
$7.74M - $8.87M
|
644K
$58.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-566- 1.49% |
$41.5K - $47.6K
|
37.4K
$3.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-798K- 93.93% |
$58.5M - $67.1M
|
51.6K
$4.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.6K+ 11.53% |
$780K - $894K
|
103K
$9.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
683New |
$50.1K - $57.4K
|
683
$62.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
545New |
$40K - $45.8K
|
545
$49.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.45KNew |
$179K - $206K
|
2.45K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.83% |
$73.4 - $84.1
|
121
$11K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.07K- 11.68% |
$78.3K - $89.7K
|
8.07K
$735K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-34.6K- 42.54% |
$2.54M - $2.91M
|
46.7K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15K- 4.03% |
$1.1M - $1.26M
|
356K
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.9KNew |
$213K - $244K
|
2.9K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.67K- 29.99% |
$710K - $813K
|
22.6K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.35K- 62.75% |
$319K - $366K
|
2.58K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-230- 8.42% |
$16.9K - $19.3K
|
2.5K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79K- 63.98% |
$5.8M - $6.65M
|
44.5K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.4% |
$4.62K - $5.3K
|
16K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.56K+ 1.58% |
$408K - $468K
|
358K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.25M- 99.89% |
$165M - $189M
|
2.43K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.87K- 8.3% |
$504K - $578K
|
76K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$147 - $168
|
4.14K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.6K+ 0.26% |
$704K - $807K
|
3.7M
$337M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 50.23% |
$2.16M - $2.48M
|
88.1K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24+ 0.27% |
$1.76K - $2.02K
|
8.97K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 5.74% |
$1.95M - $2.24M
|
490K
$44.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.8K+ 21.57% |
$1.53M - $1.75M
|
117K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-35.9K- 69.68% |
$2.64M - $3.02M
|
15.6K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-41.2K- 13.1% |
$3.02M - $3.46M
|
273K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
30+ 0.16% |
$2.2K - $2.52K
|
18.5K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
84.6K+ 2.5% |
$6.21M - $7.11M
|
3.47M
$316M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-64.6K- 98.9% |
$4.74M - $5.43M
|
722
$65.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.08K- 3.14% |
$667K - $764K
|
280K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-100- 1.49% |
$7.34K - $8.41K
|
6.61K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
360+ 7.51% |
$26.4K - $30.3K
|
5.15K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.55K+ 10.44% |
$334K - $383K
|
48.2K
$4.39M
|