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 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
809+ 30.4% |
$59.4K - $68K
|
3.47K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$342K - $392K
|
4.66K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
449+ 4.59% |
$32.9K - $37.8K
|
10.2K
$932K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
238K+ 23.97% |
$17.5M - $20M
|
1.23M
$112M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1- 0.07% |
$73.4 - $84.1
|
1.34K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-157K- 79.86% |
$11.5M - $13.2M
|
39.7K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.75K- 6.57% |
$715K - $820K
|
139K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.59K- 12.52% |
$190K - $218K
|
18.1K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.16K- 11.79% |
$159K - $182K
|
16.2K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 8.35% |
$363K - $416K
|
54.2K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
255+ 13.19% |
$18.7K - $21.4K
|
2.19K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.41% |
$147 - $168
|
486
$44.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-199K- 24.36% |
$14.6M - $16.8M
|
619K
$56.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-9.52K- 56.06% |
$698K - $800K
|
7.46K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.18K- 9.48% |
$453K - $519K
|
59K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.32K+ 63.32% |
$97.2K - $111K
|
3.42K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
207+ 283.56% |
$15.2K - $17.4K
|
280
$25.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
93+ 21.58% |
$6.82K - $7.82K
|
524
$47.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 0.52% |
$147 - $168
|
382
$34.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 5.85% |
$8.1M - $9.28M
|
2M
$182M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
20.7K+ 5.62% |
$1.52M - $1.74M
|
389K
$35.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 8.42% |
$1.88M - $2.16M
|
330K
$30.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.74K- 3.28% |
$421K - $482K
|
169K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-225- 71.43% |
$16.5K - $18.9K
|
90
$8.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-618K- 24.76% |
$45.4M - $52M
|
1.88M
$171M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.4K- 3.12% |
$103K - $118K
|
43.5K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
317K+ 5.15% |
$23.3M - $26.7M
|
6.48M
$591M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68.4K+ 6.94% |
$5.02M - $5.75M
|
1.05M
$96.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
5.98K+ 2.16% |
$439K - $503K
|
283K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.9K+ 9.78% |
$579K - $664K
|
88.6K
$8.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-947- 1.86% |
$69.5K - $79.6K
|
49.9K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
29.8KNew |
$2.19M - $2.51M
|
29.8K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
47.5K+ 3.44% |
$3.48M - $3.99M
|
1.43M
$130M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.04% |
$73.4 - $84.1
|
2.72K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.67K- 8.1% |
$710K - $814K
|
110K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
166K+ 6.35% |
$12.2M - $14M
|
2.78M
$254M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.09K- 5.15% |
$447K - $512K
|
112K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-314K- 12.8% |
$23M - $26.4M
|
2.14M
$195M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.38K- 5.47% |
$615K - $704K
|
145K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.52K+ 195.91% |
$625K - $716K
|
12.9K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-655- 2.26% |
$48.1K - $55.1K
|
28.4K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-394- 0.72% |
$28.9K - $33.1K
|
54.4K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-578- 39.7% |
$42.4K - $48.6K
|
878
$80K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
220+ 3.86% |
$16.1K - $18.5K
|
5.92K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.3K+ 7.08% |
$463K - $530K
|
95.3K
$8.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.1K- 12.3% |
$961K - $1.1M
|
93.4K
$8.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115K- 11.48% |
$8.41M - $9.63M
|
883K
$80.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.09K- 2.4% |
$153K - $176K
|
84.9K
$7.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$440 - $505
|
6
$547
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.21KNew |
$529K - $606K
|
7.21K
$657K
|