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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.56KNew |
$618K - $690K
|
7.56K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$81.7 - $91.4
|
546
$57.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.1KNew |
$254K - $284K
|
3.1K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.68KNew |
$382K - $428K
|
4.68K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-118- 3.67% |
$9.65K - $10.8K
|
3.1K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$2.94K - $3.29K
|
36
$3.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
663New |
$54.2K - $60.6K
|
663
$69.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.9KNew |
$975K - $1.09M
|
11.9K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.69K- 1.9% |
$628K - $702K
|
397K
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.62K- 50.69% |
$214K - $239K
|
2.54K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
86+ 2.52% |
$7.03K - $7.86K
|
3.5K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
3.08KNew |
$252K - $281K
|
3.08K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.03K+ 18.93% |
$330K - $369K
|
25.3K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-38.7K- 88.81% |
$3.16M - $3.54M
|
4.88K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.34KNew |
$192K - $214K
|
2.34K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
307+ 1.24% |
$25.1K - $28.1K
|
25.1K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
40+ 4.42% |
$3.27K - $3.66K
|
944
$98.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.31KNew |
$679K - $759K
|
8.31K
$870K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.16KNew |
$258K - $289K
|
3.16K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.3KNew |
$106K - $119K
|
1.3K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
436New |
$35.6K - $39.8K
|
436
$45.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$252K - $281K
|
3.08K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.38KNew |
$194K - $217K
|
2.38K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.22KNew |
$754K - $843K
|
9.22K
$967K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
152K+ 235.77% |
$12.4M - $13.9M
|
216K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.69% |
$3.51K - $3.93K
|
6.23K
$653K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
492+ 309.43% |
$40.2K - $45K
|
651
$68.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.35KNew |
$192K - $214K
|
2.35K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
11+ 0.18% |
$899 - $1.01K
|
6.14K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-78- 48.15% |
$6.38K - $7.13K
|
84
$8.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
72New |
$5.89K - $6.58K
|
72
$7.55K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
789New |
$64.5K - $72.1K
|
789
$82.7K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-290- 7.06% |
$23.7K - $26.5K
|
3.82K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
762+ 3.3% |
$62.3K - $69.6K
|
23.9K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
289New |
$23.6K - $26.4K
|
289
$30.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
2.81KNew |
$230K - $257K
|
2.81K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.71K- 19.71% |
$140K - $156K
|
6.98K
$731K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-11.9K- 31.2% |
$976K - $1.09M
|
26.3K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
308KNew |
$25.2M - $28.1M
|
308K
$32.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.93KNew |
$485K - $542K
|
5.93K
$622K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
929New |
$75.9K - $84.9K
|
929
$97.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.5K+ 25.76% |
$3.8M - $4.25M
|
227K
$23.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
39New |
$3.19K - $3.56K
|
39
$4.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-19- 33.33% |
$1.55K - $1.74K
|
38
$3.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.6KNew |
$212K - $237K
|
2.6K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
34.8KNew |
$2.85M - $3.18M
|
34.8K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.69KNew |
$220K - $246K
|
2.69K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-85- 3.2% |
$6.95K - $7.77K
|
2.58K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
11.4KNew |
$932K - $1.04M
|
11.4K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
31New |
$2.53K - $2.83K
|
31
$3.25K
|
|