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 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.71KClosed |
$97.5K - $108K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
220New |
$12.6K - $13.9K
|
220
$19.7K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-79Closed |
$4.52K - $4.98K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-791Closed |
$45.2K - $49.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-30Closed |
$1.72K - $1.89K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.7KClosed |
$326K - $359K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.8KClosed |
$103K - $113K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
24New |
$1.37K - $1.51K
|
24
$2.15K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.4KClosed |
$74.6K - $81.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-847Closed |
$45.1K - $49.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.4KClosed |
$394K - $431K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-1.2MClosed |
$63.9M - $70M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-903Closed |
$48.1K - $52.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-53Closed |
$2.82K - $3.09K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-9.02KClosed |
$480K - $526K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-174KClosed |
$9.25M - $10.1M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.49KClosed |
$79.5K - $87K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-69Closed |
$3.67K - $4.02K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-800- 10.81% |
$42.6K - $46.6K
|
6.6K
$592K
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-12Closed |
$639 - $700
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-130Closed |
$6.92K - $7.58K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-24KClosed |
$1.28M - $1.4M
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-5.02KClosed |
$267K - $292K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-8.48KClosed |
$452K - $495K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-132KClosed |
$7.04M - $7.71M
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.38K- 30.25% |
$180K - $197K
|
7.78K
$698K
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.59KClosed |
$126K - $143K
|
0
$0
|
|
Feb 23, 2021
Q4 2020
|
Advisory Resource Group
|
SELL
|
- |
-49.3KClosed |
$2.4M - $2.73M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-300KClosed |
$14.6M - $16.6M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.88KNew |
$140K - $159K
|
2.88K
$258K
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.64KClosed |
$79.5K - $90.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-38.3KClosed |
$1.86M - $2.12M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.34KClosed |
$65.2K - $74.2K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-216Closed |
$10.5K - $11.9K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8.66KClosed |
$421K - $479K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-14KClosed |
$682K - $776K
|
0
$0
|
|
Q3 2020 | |||||||
Aug 05, 2024
Q3 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.71KClosed |
$214K - $254K
|
0
$0
|
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-131KClosed |
$5.92M - $7.06M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-600Closed |
$27.2K - $32.4K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-6.64KClosed |
$301K - $359K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-140Closed |
$6.35K - $7.57K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-671Closed |
$30.4K - $36.3K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
PUT |
2New |
$90.7 - $108
|
2
$179
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.16KClosed |
$52.6K - $62.6K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-459Closed |
$20.8K - $24.8K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-960Closed |
$43.5K - $51.9K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.29KClosed |
$58.6K - $69.8K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.73K- 1.15% |
$59K - $78.5K
|
148K
$13.3M
|
|
Sep 28, 2020
Q2 2020
|
Resource Planning Group
|
SELL
|
- |
-6.09KClosed |
$208K - $277K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-140Closed |
$4.78K - $6.36K
|
0
$0
|