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 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.34K+ 11.56% |
$685K - $785K
|
90.1K
$8.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-454- 7.92% |
$33.3K - $38.2K
|
5.28K
$480K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.69KNew |
$711K - $815K
|
9.69K
$881K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-366K- 77.08% |
$26.8M - $30.8M
|
109K
$9.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
21.5K+ 4.51% |
$1.58M - $1.81M
|
498K
$45.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.02K- 1.96% |
$148K - $170K
|
101K
$9.2M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 10.34% |
$440 - $505
|
64
$5.82K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.98K+ 2.39% |
$146K - $167K
|
85.1K
$7.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8.32K- 2.1% |
$610K - $700K
|
389K
$35.4M
|
|
| Q2 2024 | |||||||
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
10+ 0.09% |
$687 - $810
|
10.7K
$975K
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$15.5K - $18.2K
|
225
$20.5K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
416+ 1.9% |
$28.6K - $33.7K
|
22.3K
$2.03M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.07K- 2.22% |
$142K - $168K
|
91K
$8.28M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23.5K+ 6.2% |
$1.62M - $1.91M
|
403K
$36.7M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16.9KNew |
$1.16M - $1.37M
|
16.9K
$1.54M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$4.47K - $5.26K
|
65
$5.92K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-703- 2.76% |
$48.3K - $56.9K
|
24.7K
$2.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
92.4KNew |
$6.35M - $7.48M
|
92.4K
$8.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$3.5K - $4.13K
|
51
$4.64K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
49.2KNew |
$3.38M - $3.98M
|
49.2K
$4.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.5KNew |
$722K - $850K
|
10.5K
$956K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20KNew |
$1.38M - $1.62M
|
20K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.51K- 89.46% |
$173K - $203K
|
296
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
445New |
$30.6K - $36K
|
445
$40.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-34.5K- 52.96% |
$2.37M - $2.79M
|
30.6K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
620+ 13.51% |
$42.6K - $50.2K
|
5.21K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.5KNew |
$378K - $445K
|
5.5K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.4K- 69.15% |
$715K - $842K
|
4.64K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-100- 0.66% |
$6.87K - $8.1K
|
15K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.79K- 47.66% |
$192K - $226K
|
3.07K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
392KNew |
$26.9M - $31.7M
|
392K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.1K- 95.86% |
$5.57M - $6.56M
|
3.5K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 69.27% |
$498K - $587K
|
3.22K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.07K+ 27.98% |
$142K - $168K
|
9.48K
$863K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
791New |
$54.3K - $64K
|
791
$72K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.67KNew |
$321K - $378K
|
4.67K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.96KNew |
$684K - $806K
|
9.96K
$906K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$962 - $1.13K
|
14
$1.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.68K+ 7.11% |
$596K - $702K
|
131K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
8New |
$550 - $648
|
8
$728
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8- 7.55% |
$550 - $648
|
98
$8.92K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.49KNew |
$446K - $525K
|
6.49K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 2.69% |
$1.04M - $1.22M
|
576K
$52.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-46.1K- 13.07% |
$3.17M - $3.73M
|
306K
$27.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
238New |
$16.4K - $19.3K
|
238
$21.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
69New |
$4.74K - $5.59K
|
69
$6.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
907New |
$62.3K - $73.4K
|
907
$82.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
317+ 0.53% |
$21.8K - $25.7K
|
60.5K
$5.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.22K- 7.7% |
$84K - $99K
|
14.7K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.9KNew |
$820K - $966K
|
11.9K
$1.09M
|
|