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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-8.58K- 4.21% |
$687K - $793K
|
195K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.2K+ 677.26% |
$3.94M - $4.55M
|
56.5K
$4.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
61.1K+ 27.61% |
$4.89M - $5.64M
|
282K
$21.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.64K+ 0.78% |
$291K - $336K
|
467K
$35.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
232K+ 28.75% |
$18.6M - $21.5M
|
1.04M
$79.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.3K- 14.9% |
$264K - $305K
|
18.8K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-719- 11.72% |
$57.6K - $66.4K
|
5.42K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63.8K- 14.73% |
$5.11M - $5.9M
|
369K
$28.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-644- 0.64% |
$51.6K - $59.5K
|
100K
$7.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.81K+ 3.2% |
$625K - $721K
|
252K
$19.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.27KNew |
$502K - $579K
|
6.27K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.86K+ 2.43% |
$229K - $264K
|
120K
$9.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
567+ 6.9% |
$45.4K - $52.4K
|
8.78K
$672K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-745- 0.74% |
$59.6K - $68.8K
|
99.5K
$7.62M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
5+ 0.16% |
$400 - $462
|
3.12K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.65K- 1.16% |
$212K - $244K
|
225K
$17.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.02K+ 24.81% |
$322K - $371K
|
20.2K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.65K+ 2.52% |
$292K - $337K
|
148K
$11.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.28K- 1.13% |
$182K - $210K
|
200K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.47K+ 3.66% |
$117K - $135K
|
41.5K
$3.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-518- 3.09% |
$41.5K - $47.9K
|
16.2K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 0.64% |
$5.76K - $6.65K
|
11.2K
$858K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-234- 6.48% |
$18.7K - $21.6K
|
3.38K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.57K- 4.65% |
$125K - $145K
|
32.1K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-287- 5.02% |
$23K - $26.5K
|
5.44K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
17K+ 3.24% |
$1.36M - $1.57M
|
541K
$41.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.77K- 13.59% |
$142K - $164K
|
11.3K
$862K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.63K- 1.74% |
$130K - $151K
|
92.2K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
257K+ 41.31% |
$20.6M - $23.7M
|
879K
$67.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-65Closed |
$5.2K - $6.01K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-54- 0.28% |
$4.32K - $4.99K
|
19K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
67+ 1.23% |
$5.36K - $6.19K
|
5.51K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.5K- 3.53% |
$1.32M - $1.52M
|
450K
$34.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-593- 11.8% |
$47.5K - $54.8K
|
4.43K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.87K+ 5.15% |
$390K - $450K
|
99.4K
$7.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
268+ 7.93% |
$21.5K - $24.8K
|
3.65K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 29.48% |
$164K - $190K
|
4.91K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-347- 0.3% |
$27.8K - $32.1K
|
115K
$8.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$480 - $554
|
6.46K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 2.32% |
$5.52K - $6.37K
|
3.04K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
882+ 6.15% |
$70.6K - $81.5K
|
15.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-9.4K- 80.67% |
$753K - $869K
|
2.25K
$173K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-12- 0.38% |
$961 - $1.11K
|
3.16K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.47K- 3.49% |
$518K - $598K
|
179K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
793+ 8.44% |
$63.5K - $73.3K
|
10.2K
$781K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
184+ 6.97% |
$14.7K - $17K
|
2.82K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.5K- 5.56% |
$5.4M - $6.23M
|
1.14M
$87.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.1K+ 16.02% |
$1.13M - $1.31M
|
102K
$7.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-334- 3.07% |
$26.7K - $30.9K
|
10.5K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.79K- 0.94% |
$144K - $166K
|
190K
$14.5M
|