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 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
78.3K+ 48.25% |
$5.75M - $6.59M
|
241K
$21.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.3K+ 169.89% |
$1.19M - $1.37M
|
25.8K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
239+ 6.99% |
$17.5K - $20.1K
|
3.66K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.57K+ 3.97% |
$262K - $300K
|
93.4K
$8.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3- 0.09% |
$220 - $252
|
3.43K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-65.2K- 4.73% |
$4.78M - $5.48M
|
1.31M
$120M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.16% |
$734 - $841
|
6.13K
$559K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.14% |
$294 - $336
|
2.96K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.53K- 2.29% |
$112K - $129K
|
65.4K
$5.96M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
725+ 6.16% |
$53.2K - $61K
|
12.5K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
29+ 1.06% |
$2.13K - $2.44K
|
2.76K
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 6.67% |
$807 - $925
|
176
$16K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
19.2K+ 6.1% |
$1.41M - $1.61M
|
333K
$30.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.78K+ 53.46% |
$644K - $738K
|
25.2K
$2.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.67K+ 6.63% |
$416K - $477K
|
91.2K
$8.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.99M- 49.62% |
$439M - $504M
|
6.08M
$554M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.24K- 4.78% |
$458K - $525K
|
124K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.71K+ 24.54% |
$126K - $144K
|
8.69K
$792K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 66.67% |
$294 - $336
|
2
$182
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-168K- 10.76% |
$12.3M - $14.1M
|
1.39M
$127M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75K+ 8.59% |
$275K - $315K
|
47.4K
$4.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-711- 0.88% |
$52.2K - $59.8K
|
79.9K
$7.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
17.1K+ 23.06% |
$1.26M - $1.44M
|
91.3K
$8.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.81K+ 14.42% |
$133K - $152K
|
14.4K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10- 0.23% |
$734 - $841
|
4.27K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.74K+ 3.27% |
$494K - $566K
|
212K
$19.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.56K- 1.14% |
$188K - $215K
|
222K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
288+ 1.22% |
$21.1K - $24.2K
|
23.9K
$2.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.34K+ 5.95% |
$391K - $449K
|
95K
$8.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.22KNew |
$236K - $271K
|
3.22K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-774- 1.03% |
$56.8K - $65.1K
|
74.2K
$6.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 150.0% |
$660 - $757
|
15
$1.37K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-797- 8.95% |
$58.5K - $67K
|
8.11K
$739K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.58K- 96.51% |
$116K - $133K
|
57
$5.19K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
41.1KNew |
$3.02M - $3.46M
|
41.1K
$3.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.97K+ 88.59% |
$511K - $586K
|
14.8K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.12% |
$440 - $505
|
5.01K
$457K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
139+ 3.03% |
$10.2K - $11.7K
|
4.72K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-846- 19.92% |
$62.1K - $71.1K
|
3.4K
$310K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
283+ 0.44% |
$20.8K - $23.8K
|
64.7K
$5.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-370- 13.79% |
$27.2K - $31.1K
|
2.31K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.83K+ 63.06% |
$281K - $322K
|
9.91K
$903K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
303K+ 17001.63% |
$22.2M - $25.5M
|
305K
$27.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.23K+ 2.82% |
$457K - $524K
|
227K
$20.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.55K+ 100.9% |
$628K - $719K
|
17K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-37.4K- 87.78% |
$2.74M - $3.14M
|
5.2K
$474K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-37.6K- 93.73% |
$2.76M - $3.16M
|
2.52K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.1K- 1.99% |
$154K - $177K
|
103K
$9.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
315+ 40.03% |
$23.1K - $26.5K
|
1.1K
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.6% |
$73.4 - $84.1
|
167
$15.2K
|