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 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.43KNew |
$229K - $256K
|
2.43K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-74.8K- 21.63% |
$7.05M - $7.88M
|
271K
$28.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
211+ 0.5% |
$19.9K - $22.2K
|
42.1K
$4.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
403K+ 9.22% |
$38M - $42.4M
|
4.77M
$500M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-74- 0.58% |
$6.98K - $7.79K
|
12.6K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
912+ 9.77% |
$86K - $96K
|
10.2K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.21K- 16.17% |
$208K - $232K
|
11.4K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
91.3K+ 14.07% |
$8.61M - $9.61M
|
740K
$77.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 2.36% |
$18.9K - $21.1K
|
8.67K
$909K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-126- 5.63% |
$11.9K - $13.3K
|
2.11K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
968New |
$91.3K - $102K
|
968
$101K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-365- 1.9% |
$34.4K - $38.4K
|
18.8K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.97KNew |
$186K - $207K
|
1.97K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.18KNew |
$206K - $230K
|
2.18K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.37KNew |
$129K - $144K
|
1.37K
$144K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.94K- 1.57% |
$183K - $205K
|
122K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.02KNew |
$285K - $318K
|
3.02K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.37% |
$94.3 - $105
|
270
$28.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-163- 2.23% |
$15.4K - $17.2K
|
7.14K
$749K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
52.8K+ 1.15% |
$4.98M - $5.56M
|
4.65M
$487M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-8- 0.07% |
$755 - $842
|
11.7K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$377 - $421
|
2.91K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.05KNew |
$288K - $321K
|
3.05K
$319K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2+ 0.09% |
$189 - $211
|
2.2K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.6K- 2.57% |
$4.02M - $4.49M
|
1.62M
$170M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.91KNew |
$181K - $202K
|
1.91K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-79.1K- 20.14% |
$7.46M - $8.33M
|
314K
$32.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$425K - $475K
|
4.51K
$472K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-435- 0.8% |
$41K - $45.8K
|
54.2K
$5.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.46K- 2.25% |
$326K - $364K
|
150K
$15.7M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-30- 4.92% |
$2.83K - $3.16K
|
580
$60.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
74+ 2.43% |
$6.98K - $7.79K
|
3.11K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
110+ 4.17% |
$10.4K - $11.6K
|
2.75K
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
65+ 0.49% |
$6.13K - $6.85K
|
13.2K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.03K- 4.18% |
$192K - $214K
|
46.6K
$4.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.56K- 12.28% |
$336K - $375K
|
25.4K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.17K+ 35.2% |
$110K - $123K
|
4.5K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 1.14% |
$2.92K - $3.26K
|
2.7K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.12K+ 37.14% |
$106K - $118K
|
4.15K
$435K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.96K- 9.87% |
$468K - $523K
|
45.3K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
889+ 1.47% |
$83.9K - $93.6K
|
61.5K
$6.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 0.71% |
$150K - $167K
|
222K
$23.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-57- 0.96% |
$5.38K - $6K
|
5.89K
$617K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.13% |
$943 - $1.05K
|
7.78K
$815K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
118+ 0.46% |
$11.1K - $12.4K
|
25.7K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.44K- 5.96% |
$136K - $152K
|
22.7K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.1K+ 9.02% |
$2.46M - $2.74M
|
315K
$33M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 0.11% |
$34K - $37.9K
|
319K
$33.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.6K- 4.74% |
$1.94M - $2.17M
|
414K
$43.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.2K+ 3.54% |
$113K - $126K
|
35.1K
$3.68M
|
|