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 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-302K- 72.15% |
$22.2M - $25.4M
|
117K
$10.6M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 9.11% |
$21.6K - $24.7K
|
3.52K
$321K
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.14K- 1.76% |
$83.6K - $95.8K
|
63.5K
$5.78M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.8K+ 8.22% |
$352K - $403K
|
63.1K
$5.75M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.19K- 2.52% |
$87.3K - $100K
|
46K
$4.19M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 1.96% |
$235K - $269K
|
166K
$15.1M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-602- 5.82% |
$44.2K - $50.6K
|
9.74K
$888K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-13.4K- 1.98% |
$984K - $1.13M
|
663K
$60.5M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4.81K- 4.97% |
$353K - $404K
|
91.9K
$8.37M
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10.3K- 16.74% |
$759K - $870K
|
51.4K
$4.69M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.24K+ 4.01% |
$90.7K - $104K
|
32.1K
$2.92M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-7.57K- 5.01% |
$556K - $637K
|
144K
$13.1M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.19KNew |
$307K - $352K
|
4.19K
$381K
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.03% |
$73.4 - $84.1
|
3.31K
$302K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-7.15K- 3.75% |
$525K - $602K
|
184K
$16.7M
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-764- 1.26% |
$56.1K - $64.3K
|
59.9K
$5.46M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.41K- 19.6% |
$470K - $539K
|
26.3K
$2.4M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.19K+ 2.76% |
$87.6K - $100K
|
44.5K
$4.06M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.73K+ 18.79% |
$494K - $566K
|
42.5K
$3.87M
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.5K+ 11.86% |
$257K - $295K
|
33K
$3.01M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.99K+ 9.7% |
$219K - $251K
|
33.8K
$3.08M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-90- 1.53% |
$6.6K - $7.57K
|
5.78K
$527K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.9KNew |
$213K - $244K
|
2.9K
$264K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.4K- 5.47% |
$103K - $118K
|
24.2K
$2.21M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26.6K+ 22.29% |
$1.95M - $2.24M
|
146K
$13.3M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
12K+ 6.21% |
$877K - $1M
|
204K
$18.6M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.17K+ 0.73% |
$232K - $266K
|
439K
$40M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13.1K+ 3.22% |
$959K - $1.1M
|
419K
$38.2M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.17K- 14.51% |
$379K - $435K
|
30.5K
$2.78M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 24.0% |
$3.52K - $4.04K
|
152
$13.9K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.7K+ 20.79% |
$2.1M - $2.41M
|
167K
$15.2M
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
72K+ 4.43% |
$5.28M - $6.06M
|
1.7M
$155M
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
29+ 3.76% |
$2.13K - $2.44K
|
801
$73K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
250K+ 1.93% |
$18.3M - $21M
|
13.2M
$1.2B
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.13K+ 5.42% |
$156K - $179K
|
41.5K
$3.78M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-40- 0.71% |
$2.94K - $3.36K
|
5.56K
$506K
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.43KNew |
$398K - $457K
|
5.43K
$495K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
31.7K+ 8.32% |
$2.33M - $2.67M
|
413K
$37.7M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.8K- 3.75% |
$1.16M - $1.32M
|
404K
$36.8M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-12- 11.54% |
$881 - $1.01K
|
92
$8.38K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.5K+ 1.46% |
$3.05M - $3.49M
|
2.88M
$262M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-246- 1.26% |
$18.1K - $20.7K
|
19.2K
$1.75M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-27.2K- 54.22% |
$2M - $2.29M
|
23K
$2.09M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-23- 0.16% |
$1.69K - $1.93K
|
14.1K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.2K+ 65.68% |
$1.04M - $1.19M
|
35.8K
$3.26M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.01% |
$73.4 - $84.1
|
6.72K
$612K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
176K+ 15.76% |
$12.9M - $14.8M
|
1.29M
$118M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.87K- 52.75% |
$357K - $409K
|
4.36K
$397K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-155- 1.87% |
$11.4K - $13K
|
8.13K
$741K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
471+ 0.75% |
$34.6K - $39.6K
|
63.3K
$5.77M
|