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 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-146- 2.87% |
$13.8K - $15.4K
|
4.94K
$517K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.31K+ 2.17% |
$124K - $138K
|
61.8K
$6.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-305- 1.62% |
$28.8K - $32.1K
|
18.5K
$1.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
$1.51K - $1.68K
|
16
$1.68K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
442+ 10.09% |
$41.7K - $46.5K
|
4.82K
$505K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.27% |
$4.34K - $4.84K
|
1.03K
$108K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.76K+ 3.42% |
$166K - $185K
|
53.1K
$5.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-298- 3.34% |
$28.1K - $31.4K
|
8.64K
$905K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.8K- 6.13% |
$736K - $822K
|
119K
$12.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.76K+ 1.24% |
$354K - $395K
|
306K
$32.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
109+ 0.93% |
$10.3K - $11.5K
|
11.8K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.64K+ 15.15% |
$249K - $278K
|
20K
$2.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.42K- 2.53% |
$228K - $255K
|
93.1K
$9.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.14% |
$377 - $421
|
2.94K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-8.45K- 4.27% |
$797K - $889K
|
189K
$19.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.63K- 24.0% |
$153K - $171K
|
5.15K
$540K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-239- 4.56% |
$22.5K - $25.2K
|
5K
$524K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
148K+ 20.5% |
$14M - $15.6M
|
872K
$91.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.23K- 4.68% |
$399K - $445K
|
86.1K
$9.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-313- 0.6% |
$29.5K - $33K
|
52.2K
$5.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.86K- 6.24% |
$459K - $512K
|
73.1K
$7.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.6K- 6.44% |
$1.66M - $1.85M
|
256K
$26.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.38K- 6.47% |
$131K - $146K
|
20K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-856- 1.91% |
$80.7K - $90.1K
|
44K
$4.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-7.07K- 2.15% |
$667K - $745K
|
321K
$33.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-97- 4.26% |
$9.15K - $10.2K
|
2.18K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.39K+ 1.15% |
$131K - $146K
|
121K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.24K+ 1.52% |
$117K - $130K
|
82.4K
$8.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.36K- 1.06% |
$222K - $248K
|
220K
$23M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
79+ 0.16% |
$7.45K - $8.32K
|
49.5K
$5.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1- 0.12% |
$94.3 - $105
|
830
$87K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.1KNew |
$955K - $1.07M
|
10.1K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
250New |
$23.6K - $26.3K
|
250
$26.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.51K+ 1.49% |
$143K - $159K
|
103K
$10.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
113K+ 4.25% |
$10.7M - $11.9M
|
2.77M
$291M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
210+ 1.59% |
$19.8K - $22.1K
|
13.4K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
2.88K+ 6.53% |
$272K - $303K
|
47K
$4.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.88K- 0.97% |
$177K - $198K
|
192K
$20.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-658- 21.27% |
$62.1K - $69.3K
|
2.44K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-199- 1.39% |
$18.8K - $21K
|
14.1K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-182- 3.15% |
$17.2K - $19.2K
|
5.6K
$587K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.98K- 5.37% |
$186K - $208K
|
34.8K
$3.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.98K- 12.02% |
$187K - $209K
|
14.5K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-146K- 13.87% |
$13.7M - $15.3M
|
904K
$94.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.5KNew |
$1.09M - $1.21M
|
11.5K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
138New |
$13K - $14.5K
|
138
$14.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-371- 9.14% |
$35K - $39.1K
|
3.69K
$386K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
20.7K+ 7.6% |
$1.95M - $2.18M
|
293K
$30.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.25K- 22.52% |
$212K - $237K
|
7.73K
$810K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 0.21% |
$197K - $220K
|
988K
$104M
|
|