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 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
832+ 0.52% |
$61.1K - $70K
|
162K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.65K+ 1.66% |
$121K - $139K
|
101K
$9.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-215- 0.62% |
$15.8K - $18.1K
|
34.7K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-233K- 9.26% |
$17.1M - $19.6M
|
2.28M
$208M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
241+ 0.17% |
$17.7K - $20.3K
|
139K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-452- 0.88% |
$33.2K - $38K
|
50.7K
$4.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-736- 2.23% |
$54K - $61.9K
|
32.3K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$147 - $168
|
2.55K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.16K+ 1.33% |
$85K - $97.4K
|
88.5K
$8.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.01% |
$1.39K - $1.6K
|
313K
$28.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.38K- 1.56% |
$101K - $116K
|
87K
$7.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-551- 7.31% |
$40.4K - $46.3K
|
6.99K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
58New |
$4.26K - $4.88K
|
58
$5.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
400+ 4.69% |
$29.4K - $33.6K
|
8.93K
$813K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-412- 0.39% |
$30.2K - $34.6K
|
104K
$9.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.56KNew |
$408K - $467K
|
5.56K
$506K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
180+ 3.72% |
$13.2K - $15.1K
|
5.02K
$458K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
269+ 3.01% |
$19.7K - $22.6K
|
9.2K
$838K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
207+ 4.98% |
$15.2K - $17.4K
|
4.37K
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
200+ 57.97% |
$14.7K - $16.8K
|
545
$49.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-52- 0.01% |
$3.82K - $4.37K
|
621K
$56.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$973K - $1.12M
|
13.3K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.32K+ 44.55% |
$243K - $279K
|
10.8K
$980K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.22K- 0.79% |
$236K - $271K
|
404K
$36.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-856- 21.23% |
$62.8K - $72K
|
3.18K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49.5K- 28.62% |
$3.63M - $4.16M
|
123K
$11.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
14K+ 2.81% |
$1.03M - $1.18M
|
512K
$46.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.58K- 0.67% |
$336K - $385K
|
683K
$62.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-38.3K- 19.7% |
$2.81M - $3.22M
|
156K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.38K+ 19.39% |
$322K - $369K
|
27K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.16K- 4.23% |
$378K - $434K
|
117K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
357+ 3.62% |
$26.2K - $30K
|
10.2K
$931K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.33K- 16.79% |
$538K - $616K
|
36.3K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
52K+ 2.26% |
$3.82M - $4.37M
|
2.36M
$215M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.7K+ 5.33% |
$859K - $984K
|
231K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.32KNew |
$537K - $616K
|
7.32K
$667K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
413+ 1.8% |
$30.3K - $34.7K
|
23.4K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-10.6K- 12.09% |
$774K - $887K
|
76.7K
$6.99M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.55K+ 11.63% |
$260K - $299K
|
34.1K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-303- 2.39% |
$22.2K - $25.5K
|
12.4K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-273- 3.43% |
$20K - $23K
|
7.69K
$701K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-138K- 14.52% |
$10.2M - $11.6M
|
815K
$74.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.55K+ 14.22% |
$187K - $215K
|
20.5K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.2K- 24.24% |
$88.3K - $101K
|
3.76K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-430K- 93.05% |
$31.5M - $36.1M
|
32.1K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-238K- 78.72% |
$17.5M - $20M
|
64.3K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
91+ 0.62% |
$6.68K - $7.65K
|
14.9K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 10.61% |
$98.8K - $113K
|
11.3K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-692- 21.52% |
$50.8K - $58.2K
|
2.52K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
112+ 0.52% |
$8.22K - $9.42K
|
21.7K
$1.98M
|