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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
124+ 134.78% |
$9.93K - $11.5K
|
216
$16.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-253- 18.78% |
$20.3K - $23.4K
|
1.09K
$83.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.48K+ 41.35% |
$199K - $229K
|
8.48K
$649K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.41K- 11.68% |
$193K - $222K
|
18.2K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 3.7% |
$160 - $185
|
56
$4.29K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.63K- 72.42% |
$530K - $612K
|
2.52K
$193K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.42K+ 2.97% |
$354K - $409K
|
153K
$11.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.7% |
$1.92K - $2.22K
|
3.44K
$264K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
363K+ 976.89% |
$29M - $33.5M
|
400K
$30.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
472+ 62.6% |
$37.8K - $43.6K
|
1.23K
$93.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
111K+ 29.44% |
$8.87M - $10.2M
|
487K
$37.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.3K+ 88.85% |
$828K - $956K
|
22K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$80.1 - $92.4
|
1.03K
$79.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.76K- 0.89% |
$141K - $162K
|
196K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.52% |
$80.1 - $92.4
|
67
$5.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-12K- 51.96% |
$964K - $1.11M
|
11.1K
$853K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-264K- 24.04% |
$21.1M - $24.4M
|
834K
$63.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.9K- 56.72% |
$472K - $545K
|
4.5K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2K+ 56.96% |
$160K - $185K
|
5.51K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-24- 1.87% |
$1.92K - $2.22K
|
1.26K
$96.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.34K- 0.64% |
$107K - $124K
|
209K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-762- 7.22% |
$61K - $70.4K
|
9.79K
$750K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.19K- 87.11% |
$95.2K - $110K
|
176
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$347K - $400K
|
4.33K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 57.14% |
$1.6K - $1.85K
|
15
$1.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
736+ 12.68% |
$58.9K - $68K
|
6.54K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-628- 13.86% |
$50.3K - $58K
|
3.9K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 2.26% |
$1.05M - $1.21M
|
594K
$45.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
623+ 0.39% |
$49.9K - $57.6K
|
160K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-28K- 46.89% |
$2.24M - $2.59M
|
31.7K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-2.11K- 5.87% |
$169K - $195K
|
33.8K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.9K+ 1.5% |
$152K - $175K
|
128K
$9.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.0% |
$160 - $185
|
91K
$6.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.98K- 6.86% |
$239K - $276K
|
40.5K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-513- 90.16% |
$41.1K - $47.4K
|
56
$4.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 0.62% |
$297K - $343K
|
598K
$45.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.25K- 4.7% |
$99.8K - $115K
|
25.3K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.02K+ 0.3% |
$81.3K - $93.8K
|
339K
$26M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.89K+ 2.43% |
$151K - $175K
|
79.7K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.45K+ 12.39% |
$116K - $134K
|
13.2K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
91.2K+ 66.73% |
$7.3M - $8.43M
|
228K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
751+ 1.0% |
$60.1K - $69.4K
|
75.8K
$5.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.84K+ 7.48% |
$227K - $262K
|
40.7K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 0.86% |
$640K - $738K
|
942K
$72.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19.6K+ 24.92% |
$1.57M - $1.81M
|
98.1K
$7.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-102- 2.92% |
$8.17K - $9.42K
|
3.39K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-2.69K- 3.91% |
$215K - $249K
|
66.1K
$5.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
628+ 16.55% |
$50.3K - $58K
|
4.42K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-1.02K- 5.77% |
$81.3K - $93.8K
|
16.6K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
434+ 0.55% |
$34.7K - $40.1K
|
79.6K
$6.1M
|