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 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
|
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
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.98K- 5.37% |
$186K - $208K
|
34.8K
$3.65M
|
|
|
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
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-453- 0.63% |
$42.7K - $47.7K
|
72K
$7.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.78K- 1.94% |
$168K - $188K
|
90.2K
$9.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
589+ 273.95% |
$55.6K - $62K
|
804
$84.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
35.3K+ 2.97% |
$3.33M - $3.72M
|
1.22M
$128M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
73+ 1.71% |
$6.89K - $7.69K
|
4.34K
$455K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
186+ 4.79% |
$17.5K - $19.6K
|
4.07K
$426K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23K+ 41.84% |
$2.17M - $2.42M
|
78.1K
$8.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-138- 1.44% |
$13K - $14.5K
|
9.42K
$987K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-11- 0.43% |
$1.04K - $1.16K
|
2.57K
$270K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-33.8K- 2.29% |
$3.19M - $3.56M
|
1.44M
$151M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-407- 4.0% |
$38.4K - $42.9K
|
9.76K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97.7K- 2.69% |
$9.21M - $10.3M
|
3.53M
$370M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-25.7K- 70.4% |
$2.42M - $2.7M
|
10.8K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
17.3K+ 62.38% |
$1.63M - $1.82M
|
45.1K
$4.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
98+ 2.14% |
$9.24K - $10.3K
|
4.67K
$490K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
24+ 0.25% |
$2.26K - $2.53K
|
9.77K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$184K - $205K
|
1.95K
$204K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.42K+ 4.65% |
$512K - $571K
|
122K
$12.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-362- 0.45% |
$34.1K - $38.1K
|
80.4K
$8.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 1.95% |
$22.6K - $25.3K
|
12.5K
$1.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30+ 0.43% |
$2.83K - $3.16K
|
7.06K
$740K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.01KNew |
$189K - $211K
|
2.01K
$210K
|
|