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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-32- 0.2% |
$2.2K - $2.59K
|
15.6K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.47K+ 160.56% |
$239K - $281K
|
5.64K
$513K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-130- 1.17% |
$8.93K - $10.5K
|
11K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
823+ 20.4% |
$56.5K - $66.6K
|
4.86K
$442K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
33New |
$2.27K - $2.67K
|
33
$3K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$137 - $162
|
2
$182
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20New |
$1.37K - $1.62K
|
20
$1.82K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4.39K- 3.04% |
$302K - $355K
|
140K
$12.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
320New |
$22K - $25.9K
|
320
$29.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 30.25% |
$84.4K - $99.4K
|
5.29K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.55K+ 44.75% |
$106K - $125K
|
5K
$455K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.58KNew |
$246K - $289K
|
3.58K
$325K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.34K+ 15.77% |
$91.7K - $108K
|
9.8K
$892K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-9.89K- 10.51% |
$680K - $801K
|
84.2K
$7.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-600- 8.01% |
$41.2K - $48.6K
|
6.89K
$627K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 14.41% |
$3.44K - $4.05K
|
297
$27K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-214- 0.65% |
$14.7K - $17.3K
|
32.6K
$2.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
15.3KNew |
$1.05M - $1.24M
|
15.3K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.61K+ 2.06% |
$454K - $535K
|
328K
$29.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
547New |
$37.6K - $44.3K
|
547
$49.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
17.5K+ 8434.13% |
$1.21M - $1.42M
|
17.8K
$1.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
91New |
$6.25K - $7.37K
|
91
$8.28K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-791- 4.72% |
$54.3K - $64K
|
16K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-351- 0.91% |
$24.1K - $28.4K
|
38.4K
$3.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.24% |
$1.03K - $1.21K
|
339
$30.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.04K- 63.96% |
$621K - $731K
|
5.09K
$463K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
PUT |
-3K- 42.86% |
$206K - $243K
|
4K
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-40- 5.88% |
$2.75K - $3.24K
|
640
$58.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
80New |
$5.5K - $6.48K
|
80
$7.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.02% |
$68.7 - $81
|
5.02K
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-44- 1.34% |
$3.02K - $3.56K
|
3.25K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-315- 9.98% |
$21.6K - $25.5K
|
2.84K
$258K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-7.14K- 32.19% |
$490K - $578K
|
15K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-44- 7.04% |
$3.02K - $3.56K
|
581
$52.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-7.6K- 2.72% |
$522K - $616K
|
272K
$24.7M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
142New |
$9.76K - $11.5K
|
142
$12.9K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.81KNew |
$124K - $146K
|
1.81K
$165K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.82% |
$68.7 - $81
|
54
$4.91K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-80- 0.15% |
$5.05K - $5.9K
|
53K
$4.83M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1- 0.02% |
$63.1 - $73.7
|
5.65K
$514K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$1.38M - $1.61M
|
21.8K
$1.98M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-200- 2.78% |
$12.6K - $14.7K
|
7K
$637K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
88New |
$5.55K - $6.49K
|
88
$8.01K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.6KNew |
$290K - $339K
|
4.6K
$419K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.28K- 20.84% |
$80.5K - $94K
|
4.84K
$441K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.06K+ 1788.14% |
$66.6K - $77.8K
|
1.11K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-209- 4.16% |
$13.2K - $15.4K
|
4.81K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.41K- 16.82% |
$88.7K - $104K
|
6.95K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$191K - $223K
|
3.03K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150New |
$9.47K - $11.1K
|
150
$13.7K
|
|