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 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-147- 0.83% |
$8.67K - $9.24K
|
17.6K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
698New |
$41.2K - $43.9K
|
698
$62.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50New |
$2.95K - $3.14K
|
50
$4.48K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.46K
|
55
$4.93K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.88KNew |
$288K - $307K
|
4.88K
$437K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-365- 69.52% |
$21.5K - $23K
|
160
$14.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-450- 57.03% |
$26.5K - $28.3K
|
339
$30.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.79KNew |
$224K - $238K
|
3.79K
$340K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
272KNew |
$16M - $17.1M
|
272K
$24.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-8- 4.82% |
$472 - $503
|
158
$14.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
468New |
$27.6K - $29.4K
|
468
$42K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.8K- 77.17% |
$647K - $721K
|
3.5K
$314K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
417New |
$22.8K - $25.4K
|
417
$37.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.64K- 41.27% |
$90K - $100K
|
2.34K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.42K- 4.6% |
$461K - $514K
|
175K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
53.3KNew |
$2.92M - $3.25M
|
53.3K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
78New |
$4.27K - $4.76K
|
78
$6.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
364K+ 5643.46% |
$19.9M - $22.2M
|
370K
$33.2M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
324+ 1.4% |
$17.7K - $19.8K
|
23.4K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 17.58% |
$876 - $976
|
75
$6.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.7KNew |
$93.3K - $104K
|
1.7K
$153K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
40New |
$2.19K - $2.44K
|
40
$3.59K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
194K+ 9.4% |
$10.6M - $11.9M
|
2.26M
$203M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
38.3KNew |
$2.09M - $2.33M
|
38.3K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-555- 1.27% |
$30.4K - $33.9K
|
43.2K
$3.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$54.8 - $61
|
6.48K
$581K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.43KNew |
$297K - $331K
|
5.43K
$486K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-26.8K- 19.07% |
$1.47M - $1.64M
|
114K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
7.89K+ 51.19% |
$432K - $481K
|
23.3K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
122New |
$6.68K - $7.44K
|
122
$10.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-66- 1.77% |
$3.61K - $4.03K
|
3.66K
$328K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
135New |
$7.39K - $8.24K
|
135
$12.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
211K+ 19.93% |
$11.6M - $12.9M
|
1.27M
$114M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-43K- 31.5% |
$2.35M - $2.62M
|
93.4K
$8.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$274 - $305
|
1.78K
$160K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-935- 86.33% |
$51.2K - $57K
|
148
$13.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.45KNew |
$189K - $210K
|
3.45K
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-230- 89.15% |
$12.6K - $14K
|
28
$2.51K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
184K+ 23.98% |
$10.1M - $11.2M
|
950K
$85.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-350- 4.56% |
$19.2K - $21.4K
|
7.32K
$656K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
184K+ 23.98% |
$10.1M - $11.2M
|
950K
$85.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
30+ 0.31% |
$1.64K - $1.83K
|
9.74K
$873K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
4.2KNew |
$230K - $256K
|
4.2K
$377K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
600+ 7.97% |
$32.9K - $36.6K
|
8.12K
$728K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.5KNew |
$687K - $766K
|
12.5K
$1.12M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
3.8KNew |
$208K - $232K
|
3.8K
$341K
|
|
| Q1 2023 | |||||||
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.13KClosed |
$205K - $229K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
140+ 0.32% |
$6.95K - $7.75K
|
43.4K
$3.89M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26KClosed |
$1.29M - $1.44M
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
27New |
$1.34K - $1.49K
|
27
$2.42K
|
|