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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-96- 1.63% |
$9.06K - $10.1K
|
5.81K
$609K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
444+ 25.01% |
$41.9K - $46.8K
|
2.22K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-7.05K- 1.23% |
$665K - $742K
|
565K
$59.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-67.8K- 4.1% |
$6.39M - $7.14M
|
1.59M
$166M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.82K+ 4.12% |
$266K - $296K
|
71.1K
$7.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.67K- 2.37% |
$157K - $176K
|
68.6K
$7.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
754K+ 7.38% |
$71.2M - $79.4M
|
11M
$1.15B
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
511+ 69.52% |
$48.2K - $53.8K
|
1.25K
$131K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2+ 0.07% |
$189 - $211
|
2.84K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
316+ 4.32% |
$29.8K - $33.3K
|
7.64K
$800K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.11K- 14.85% |
$105K - $117K
|
6.37K
$668K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
227+ 5.27% |
$21.4K - $23.9K
|
4.53K
$475K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
191+ 0.09% |
$18K - $20.1K
|
219K
$23M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29.6K+ 10.14% |
$2.8M - $3.12M
|
322K
$33.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.1% |
$189 - $211
|
2.11K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 3.36% |
$124K - $138K
|
37.8K
$3.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-213- 0.53% |
$20.1K - $22.4K
|
40.3K
$4.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-101- 1.39% |
$9.53K - $10.6K
|
7.18K
$752K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-119- 3.34% |
$11.2K - $12.5K
|
3.44K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.54K- 2.51% |
$145K - $162K
|
59.9K
$6.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.33K+ 5.45% |
$220K - $245K
|
45.1K
$4.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
350K+ 17.0% |
$33M - $36.9M
|
2.41M
$253M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20New |
$1.89K - $2.11K
|
20
$2.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
8.32K+ 5.46% |
$785K - $876K
|
161K
$16.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.13K- 2.46% |
$201K - $224K
|
84.4K
$8.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
453+ 1.43% |
$42.7K - $47.7K
|
32.2K
$3.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-45.4K- 16.34% |
$4.28M - $4.78M
|
232K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-312- 6.35% |
$29.4K - $32.9K
|
4.6K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.29K- 52.87% |
$122K - $136K
|
1.15K
$121K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
674+ 27.56% |
$63.6K - $71K
|
3.12K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-189- 3.63% |
$17.8K - $19.9K
|
5.02K
$526K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-357- 0.99% |
$33.7K - $37.6K
|
35.8K
$3.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.5K+ 6.52% |
$141K - $158K
|
24.5K
$2.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.25K+ 79.42% |
$118K - $132K
|
2.82K
$296K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-9.33K- 7.88% |
$880K - $982K
|
109K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
292K+ 10.76% |
$27.6M - $30.8M
|
3.01M
$316M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
14+ 22.95% |
$1.32K - $1.47K
|
75
$7.86K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 1.21% |
$191K - $214K
|
166K
$17.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.77K+ 7.45% |
$356K - $397K
|
54.3K
$5.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.98K+ 7.33% |
$281K - $314K
|
43.6K
$4.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.59KNew |
$244K - $273K
|
2.59K
$272K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17K+ 7.78% |
$487K - $544K
|
71.6K
$7.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-527- 9.34% |
$49.7K - $55.5K
|
5.12K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
31.4K+ 1568450.0% |
$2.96M - $3.3M
|
31.4K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-303- 0.92% |
$28.6K - $31.9K
|
32.5K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-96.7K- 33.9% |
$9.12M - $10.2M
|
189K
$19.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-46- 0.81% |
$4.34K - $4.84K
|
5.63K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-992- 0.62% |
$93.6K - $104K
|
158K
$16.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
90New |
$8.49K - $9.48K
|
90
$9.43K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.8K+ 0.91% |
$170K - $190K
|
199K
$20.9M
|
|