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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
815+ 15.35% |
$66.6K - $74.5K
|
6.12K
$504K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
12.2KNew |
$995K - $1.11M
|
12.2K
$1M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-188- 0.7% |
$15.4K - $17.2K
|
26.8K
$2.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
78.3KNew |
$6.4M - $7.16M
|
78.3K
$6.44M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.1K+ 7.03% |
$3.12M - $3.48M
|
581K
$47.8M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-9.38K- 1.76% |
$767K - $857K
|
524K
$43.1M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.56K+ 3.63% |
$455K - $508K
|
159K
$13.1M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
6.97KNew |
$570K - $637K
|
6.97K
$573K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
116KNew |
$9.48M - $10.6M
|
116K
$9.54M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.28KNew |
$105K - $117K
|
1.28K
$106K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-17.9K- 77.74% |
$1.46M - $1.63M
|
5.12K
$421K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
204+ 6.92% |
$16.7K - $18.6K
|
3.15K
$259K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
25.2K+ 6.28% |
$2.06M - $2.3M
|
426K
$35M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
49.3K+ 31998.7% |
$4.03M - $4.5M
|
49.4K
$4.07M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.35KNew |
$192K - $215K
|
2.35K
$194K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.34K+ 8.77% |
$354K - $396K
|
53.8K
$4.42M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.78KNew |
$555K - $620K
|
6.78K
$558K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60New |
$4.9K - $5.48K
|
60
$4.94K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-70- 1.21% |
$5.72K - $6.4K
|
5.71K
$470K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
94.3K+ 261.69% |
$7.71M - $8.61M
|
130K
$10.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
3.74K+ 51.08% |
$306K - $342K
|
11.1K
$910K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 54.37% |
$1.81M - $2.02M
|
62.8K
$5.16M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
590New |
$48.2K - $53.9K
|
590
$48.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.4K+ 6.29% |
$1.18M - $1.31M
|
243K
$20M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
647New |
$52.9K - $59.1K
|
647
$53.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
30+ 0.13% |
$2.45K - $2.74K
|
22.8K
$1.88M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.01K- 21.14% |
$164K - $183K
|
7.48K
$615K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
217KNew |
$17.7M - $19.8M
|
217K
$17.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-520- 1.83% |
$42.5K - $47.5K
|
27.8K
$2.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.78M+ 194.9% |
$227M - $254M
|
4.21M
$346M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
246+ 5.08% |
$20.1K - $22.5K
|
5.09K
$419K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-953- 5.23% |
$77.9K - $87.1K
|
17.3K
$1.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.8KNew |
$1.29M - $1.45M
|
15.8K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-22- 0.23% |
$1.8K - $2.01K
|
9.4K
$773K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-6.05K- 2.89% |
$494K - $552K
|
203K
$16.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.03% |
$245 - $274
|
11K
$905K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.39K- 5.46% |
$195K - $218K
|
41.4K
$3.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.26K- 11.5% |
$267K - $298K
|
25.1K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-310- 81.15% |
$25.3K - $28.3K
|
72
$5.92K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.89K+ 186.76% |
$808K - $903K
|
15.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
20.2K+ 28.9% |
$1.65M - $1.85M
|
90.2K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.34K- 90.48% |
$191K - $214K
|
246
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.01K+ 35.01% |
$82.9K - $92.7K
|
3.91K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 0.65% |
$360K - $402K
|
681K
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.11K+ 0.18% |
$91.1K - $102K
|
622K
$51.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
56.2KNew |
$4.6M - $5.14M
|
56.2K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$311K - $348K
|
3.81K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 0.39% |
$156K - $175K
|
488K
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.6K+ 95.59% |
$3.81M - $4.26M
|
95.3K
$7.84M
|