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 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.64K- 7.64% |
$120K - $138K
|
19.8K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 0.6% |
$76.3K - $87.5K
|
172K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
40.8KNew |
$2.99M - $3.43M
|
40.8K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-151- 1.22% |
$11.1K - $12.7K
|
12.2K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-590K- 98.79% |
$43.3M - $49.7M
|
7.22K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-98- 0.13% |
$7.19K - $8.24K
|
77.6K
$7.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.73KNew |
$494K - $566K
|
6.73K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147K+ 187.12% |
$10.8M - $12.4M
|
226K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.4K- 5.64% |
$1.94M - $2.22M
|
442K
$40.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
47.1K+ 7.82% |
$3.46M - $3.96M
|
650K
$59.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.97KNew |
$144K - $166K
|
1.97K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.31K- 1.09% |
$243K - $278K
|
300K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2+ 0.01% |
$147 - $168
|
23.1K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-86- 0.32% |
$6.31K - $7.23K
|
26.9K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-921- 3.88% |
$67.6K - $77.5K
|
22.8K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.77K+ 35.17% |
$276K - $317K
|
14.5K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.19K+ 28.83% |
$308K - $352K
|
18.7K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-543- 17.06% |
$39.8K - $45.7K
|
2.64K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.1K+ 362.61% |
$1.11M - $1.27M
|
19.2K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
57.9K+ 105.12% |
$4.25M - $4.87M
|
113K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.39K- 4.98% |
$102K - $117K
|
26.5K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-565- 3.02% |
$41.5K - $47.5K
|
18.1K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-960- 10.52% |
$70.4K - $80.7K
|
8.17K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$147 - $168
|
4.59K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-101- 26.65% |
$7.41K - $8.49K
|
278
$25.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.1K- 41.25% |
$2.29M - $2.62M
|
44.4K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.1K+ 3.77% |
$1.03M - $1.18M
|
387K
$35.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-5.66K- 20.99% |
$415K - $476K
|
21.3K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.2K- 2.5% |
$2.8M - $3.21M
|
1.49M
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12+ 0.49% |
$881 - $1.01K
|
2.47K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.44K- 3.43% |
$399K - $457K
|
153K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.16K+ 6.0% |
$84.9K - $97.3K
|
20.4K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.26K- 9.32% |
$166K - $190K
|
22K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-140K- 38.35% |
$10.3M - $11.8M
|
225K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.03% |
$73.4 - $84.1
|
3.86K
$352K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 48.59% |
$1.3M - $1.49M
|
18.7K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.07K- 3.32% |
$78.8K - $90.3K
|
31.3K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 3.32% |
$76.8K - $88K
|
30.5K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-116- 1.54% |
$8.51K - $9.76K
|
7.4K
$674K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
645+ 2.87% |
$47.3K - $54.2K
|
23.1K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 2.42% |
$8.97M - $10.3M
|
5.16M
$470M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.7K+ 1.55% |
$124K - $143K
|
111K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-738- 13.12% |
$54.2K - $62.1K
|
4.89K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-845- 1.7% |
$62K - $71.1K
|
48.8K
$4.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.01K+ 2.7% |
$73.9K - $84.7K
|
38.3K
$3.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
644+ 3.76% |
$47.3K - $54.2K
|
17.8K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-217- 0.24% |
$15.9K - $18.2K
|
91K
$8.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.73KNew |
$200K - $230K
|
2.73K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
731+ 5.12% |
$53.6K - $61.5K
|
15K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78+ 92.86% |
$5.72K - $6.56K
|
162
$14.8K
|