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 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-100- 7.92% |
$9.43K - $10.5K
|
1.16K
$122K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.2KNew |
$208K - $232K
|
2.2K
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.41K+ 16.55% |
$605K - $675K
|
45.1K
$4.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
12.5K+ 3.51% |
$1.18M - $1.32M
|
369K
$38.7M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.12K- 0.56% |
$389K - $434K
|
730K
$76.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-840- 4.33% |
$79.2K - $88.5K
|
18.5K
$1.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.24K+ 29.35% |
$494K - $552K
|
23.1K
$2.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-969- 0.37% |
$91.4K - $102K
|
264K
$27.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
468+ 10.26% |
$44.1K - $49.3K
|
5.03K
$527K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
425+ 11.39% |
$40.1K - $44.8K
|
4.16K
$436K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.95KNew |
$184K - $206K
|
1.95K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.76K- 21.9% |
$732K - $817K
|
27.7K
$2.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.13K+ 22.06% |
$107K - $119K
|
6.27K
$658K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-918- 2.2% |
$86.6K - $96.7K
|
40.9K
$4.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-11.4K- 2.82% |
$1.07M - $1.2M
|
393K
$41.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-23.3K- 13.08% |
$2.2M - $2.45M
|
155K
$16.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
27.9K+ 18.39% |
$2.63M - $2.94M
|
180K
$18.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-527- 16.72% |
$49.7K - $55.5K
|
2.62K
$275K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.55KNew |
$240K - $268K
|
2.55K
$267K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-11.6K- 4.73% |
$1.1M - $1.22M
|
234K
$24.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.06K+ 6.74% |
$666K - $743K
|
112K
$11.7M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.03K+ 1.53% |
$569K - $635K
|
401K
$42M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5.13K+ 6.37% |
$484K - $540K
|
85.6K
$8.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.72K+ 2.86% |
$351K - $392K
|
134K
$14M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.13K- 2.7% |
$295K - $329K
|
113K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-88K- 10.62% |
$8.3M - $9.27M
|
741K
$77.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.55K- 8.93% |
$146K - $163K
|
15.8K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.76K+ 6.01% |
$732K - $817K
|
137K
$14.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-412- 3.27% |
$38.9K - $43.4K
|
12.2K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.87K+ 52.9% |
$176K - $197K
|
5.41K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
458+ 0.66% |
$43.2K - $48.2K
|
69.7K
$7.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-948- 37.56% |
$89.4K - $99.8K
|
1.58K
$165K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.2K- 7.41% |
$1.53M - $1.7M
|
202K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.25K+ 1.06% |
$495K - $553K
|
501K
$52.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$228K - $254K
|
2.42K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.95K+ 11.27% |
$278K - $310K
|
29.1K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.6K- 1.35% |
$717K - $801K
|
555K
$58.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.1K- 5.14% |
$198K - $221K
|
38.8K
$4.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.1K+ 1.48% |
$104K - $116K
|
75.5K
$7.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
177+ 0.92% |
$16.7K - $18.6K
|
19.4K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.25K+ 73.37% |
$683K - $763K
|
17.1K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-76- 61.29% |
$7.17K - $8K
|
48
$5.03K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
784+ 8.55% |
$74K - $82.6K
|
9.95K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11K+ 58.06% |
$1.04M - $1.16M
|
29.9K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
23+ 0.58% |
$2.17K - $2.42K
|
4K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9.5KNew |
$896K - $1M
|
9.5K
$996K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
12.1K+ 41.67% |
$1.15M - $1.28M
|
41.3K
$4.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.4KNew |
$132K - $148K
|
1.4K
$147K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
578K+ 18.67% |
$54.5M - $60.9M
|
3.67M
$385M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.31K+ 21.39% |
$123K - $138K
|
7.43K
$779K
|
|