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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-371- 16.92% |
$27.2K - $31.2K
|
1.82K
$191K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-82- 90.11% |
$6.02K - $6.9K
|
9
$943
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.57K+ 3.97% |
$262K - $300K
|
93.4K
$9.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3- 0.09% |
$220 - $252
|
3.43K
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
29+ 1.06% |
$2.13K - $2.44K
|
2.76K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.56KNew |
$408K - $467K
|
5.56K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.43KNew |
$178K - $204K
|
2.43K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 4.47% |
$1M - $1.15M
|
319K
$33.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
30+ 4.85% |
$2.2K - $2.52K
|
649
$68K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-853- 6.52% |
$62.6K - $71.7K
|
12.2K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.7K+ 55.05% |
$125K - $143K
|
4.79K
$502K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 0.61% |
$76.5K - $87.6K
|
169K
$17.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-17.3K- 54.49% |
$1.27M - $1.46M
|
14.5K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.94K+ 94.34% |
$509K - $583K
|
14.3K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.74K+ 344.12% |
$275K - $315K
|
4.83K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 11.56% |
$235K - $269K
|
30.9K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$7.34K - $8.41K
|
100
$10.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
625New |
$45.9K - $52.6K
|
625
$65.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.03% |
$73.4 - $84.1
|
3.31K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 24.0% |
$3.52K - $4.04K
|
152
$15.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-12- 11.54% |
$881 - $1.01K
|
92
$9.64K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-155- 1.87% |
$11.4K - $13K
|
8.13K
$852K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
134+ 12.26% |
$9.83K - $11.3K
|
1.23K
$129K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.95KNew |
$143K - $164K
|
1.95K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.22KNew |
$676K - $775K
|
9.22K
$966K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.05KNew |
$150K - $172K
|
2.05K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.85K+ 1.39% |
$723K - $828K
|
716K
$75.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 4.59% |
$8.53M - $9.77M
|
2.65M
$278M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
24New |
$1.76K - $2.02K
|
24
$2.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-463- 10.48% |
$34K - $38.9K
|
3.95K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.08% |
$220 - $252
|
3.59K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245New |
$18K - $20.6K
|
245
$25.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80+ 307.69% |
$5.87K - $6.73K
|
106
$11.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$85.3K - $97.7K
|
1.16K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
663New |
$48.7K - $55.8K
|
663
$69.5K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.38K- 13.89% |
$101K - $116K
|
8.54K
$895K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
80New |
$5.87K - $6.73K
|
80
$8.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8.62KNew |
$632K - $725K
|
8.62K
$903K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
260+ 8.99% |
$19.1K - $21.9K
|
3.15K
$330K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-5.06K- 2.5% |
$371K - $425K
|
198K
$20.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-301KClosed |
$22.1M - $25.4M
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.55KNew |
$187K - $214K
|
2.55K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-568- 30.42% |
$41.7K - $47.8K
|
1.3K
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
277+ 1.77% |
$20.3K - $23.3K
|
15.9K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.73KNew |
$200K - $229K
|
2.73K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
525+ 1.99% |
$38.5K - $44.2K
|
26.9K
$2.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
63+ 7.73% |
$4.62K - $5.3K
|
878
$92K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 10.34% |
$440 - $505
|
64
$6.71K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-324K- 35.34% |
$22.3M - $26.2M
|
593K
$62.2M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3New |
$206 - $243
|
3
$314
|
|