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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.94K+ 94.34% |
$509K - $583K
|
14.3K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-99.4K- 7.39% |
$7.29M - $8.36M
|
1.24M
$113M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
87+ 1.3% |
$6.38K - $7.32K
|
6.77K
$617K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.74K+ 344.12% |
$275K - $315K
|
4.83K
$440K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.39K- 29.31% |
$396K - $454K
|
13K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 11.56% |
$235K - $269K
|
30.9K
$2.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.08K- 28.85% |
$373K - $428K
|
12.5K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9.01K- 5.95% |
$661K - $758K
|
142K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-11.6K- 4.73% |
$854K - $979K
|
234K
$21.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.2KNew |
$235K - $269K
|
3.2K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
138KNew |
$10.1M - $11.6M
|
138K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.6K+ 851.06% |
$117K - $135K
|
1.79K
$163K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51K- 7.01% |
$3.74M - $4.29M
|
677K
$61.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.22K- 9.43% |
$603K - $692K
|
79K
$7.2M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
12+ 0.09% |
$881 - $1.01K
|
13.8K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
53+ 0.31% |
$3.89K - $4.46K
|
17K
$1.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.1K- 24.05% |
$888K - $1.02M
|
38.2K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-647- 3.55% |
$47.5K - $54.4K
|
17.6K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
174K+ 329.54% |
$12.8M - $14.6M
|
227K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.07K+ 2.99% |
$78.6K - $90.1K
|
36.9K
$3.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 68.25% |
$937K - $1.07M
|
5.94K
$541K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.38K+ 7.56% |
$101K - $116K
|
19.7K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-327K- 95.43% |
$24M - $27.5M
|
15.6K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
6.03K+ 0.9% |
$442K - $507K
|
676K
$61.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-985K- 77.35% |
$72.2M - $82.8M
|
288K
$26.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$73.4 - $84.1
|
7.24K
$660K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.11K- 4.6% |
$155K - $177K
|
43.7K
$3.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-788- 5.41% |
$57.8K - $66.3K
|
13.8K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-444- 0.24% |
$32.6K - $37.3K
|
187K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-546- 0.81% |
$40.1K - $45.9K
|
66.9K
$6.09M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5.14K- 4.68% |
$377K - $432K
|
105K
$9.53M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-500K- 33.06% |
$36.7M - $42M
|
1.01M
$92.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.61K+ 6.78% |
$192K - $220K
|
41.2K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.19K- 0.61% |
$161K - $185K
|
357K
$32.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34+ 0.19% |
$2.49K - $2.86K
|
17.7K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
107K+ 2.37% |
$7.88M - $9.03M
|
4.64M
$423M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-117- 0.6% |
$8.59K - $9.84K
|
19.4K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.06K+ 3.22% |
$591K - $678K
|
258K
$23.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
53.3K+ 32.58% |
$3.91M - $4.48M
|
217K
$19.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
6.76K+ 24.32% |
$496K - $569K
|
34.6K
$3.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.79K- 38.28% |
$278K - $318K
|
6.1K
$556K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-10K- 7.03% |
$734K - $842K
|
132K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$7.34K - $8.41K
|
100
$9.11K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
625New |
$45.9K - $52.6K
|
625
$57K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.11K+ 51.65% |
$155K - $177K
|
6.2K
$564K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
20.6K+ 7.37% |
$1.51M - $1.74M
|
301K
$27.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.15% |
$954 - $1.09K
|
8.72K
$794K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.87K+ 40.68% |
$504K - $578K
|
23.8K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
117+ 2.15% |
$8.59K - $9.84K
|
5.56K
$507K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
43.7K+ 17.39% |
$3.21M - $3.67M
|
295K
$26.9M
|