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 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
464+ 10.77% |
$43.8K - $48.9K
|
4.77K
$500K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
149+ 2.1% |
$14.1K - $15.7K
|
7.26K
$761K
|
|
|
Nov 07, 2025
Q3 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-403- 6.42% |
$38K - $42.4K
|
5.87K
$616K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-36- 0.73% |
$3.4K - $3.79K
|
4.88K
$512K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
833+ 39.03% |
$78.6K - $87.7K
|
2.97K
$311K
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
SELL
|
- |
-829- 18.2% |
$78.2K - $87.3K
|
3.73K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.09K+ 26.05% |
$102K - $114K
|
5.26K
$551K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.21KNew |
$208K - $233K
|
2.21K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.15% |
$189 - $211
|
1.33K
$140K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.19K- 2.23% |
$113K - $126K
|
52.2K
$5.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.2K+ 13.78% |
$1.33M - $1.49M
|
117K
$12.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$189 - $211
|
2.02K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.4K+ 11.93% |
$1.08M - $1.21M
|
107K
$11.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-31- 0.35% |
$2.92K - $3.26K
|
8.94K
$937K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-768- 1.72% |
$72.4K - $80.9K
|
43.9K
$4.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-355- 5.84% |
$33.5K - $37.4K
|
5.72K
$600K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
577+ 18.94% |
$54.4K - $60.8K
|
3.62K
$380K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31.8K+ 138.12% |
$3M - $3.34M
|
54.7K
$5.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.77KNew |
$262K - $292K
|
2.77K
$291K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35.2K+ 27.03% |
$3.32M - $3.71M
|
165K
$17.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12- 0.11% |
$1.13K - $1.26K
|
10.7K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.49K+ 4.45% |
$423K - $472K
|
105K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.43K+ 3.58% |
$512K - $572K
|
157K
$16.5M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
229+ 2.96% |
$21.6K - $24.1K
|
7.96K
$834K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-267- 1.14% |
$25.2K - $28.1K
|
23.1K
$2.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.8K- 1.97% |
$641K - $716K
|
339K
$35.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.19K+ 1.06% |
$112K - $125K
|
113K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.89K+ 77.82% |
$272K - $304K
|
6.6K
$692K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$943 - $1.05K
|
8.29K
$868K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31K+ 13.23% |
$2.93M - $3.27M
|
266K
$27.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-601- 16.13% |
$56.7K - $63.3K
|
3.13K
$328K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
117K+ 27.47% |
$11M - $12.3M
|
542K
$56.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-12- 1.71% |
$1.13K - $1.26K
|
688
$72.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
391+ 4.61% |
$36.9K - $41.2K
|
8.87K
$929K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.96K+ 230.75% |
$562K - $627K
|
8.54K
$895K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
31+ 0.93% |
$2.92K - $3.26K
|
3.37K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
2+ 0.53% |
$189 - $211
|
376
$39.4K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-27.7K- 2.3% |
$2.61M - $2.91M
|
1.17M
$123M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
495+ 0.27% |
$46.7K - $52.1K
|
187K
$19.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
97+ 10.62% |
$9.15K - $10.2K
|
1.01K
$106K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-23.3K- 4.94% |
$2.2M - $2.45M
|
449K
$47M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.86KNew |
$364K - $407K
|
3.86K
$405K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
532+ 1.79% |
$50.2K - $56K
|
30.2K
$3.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-149- 6.93% |
$14.1K - $15.7K
|
2K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 5.68% |
$394K - $440K
|
77.6K
$8.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
93.9K+ 28.84% |
$8.85M - $9.89M
|
419K
$43.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.13% |
$377 - $421
|
3.05K
$319K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-802- 0.6% |
$75.7K - $84.5K
|
132K
$13.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
14.4KNew |
$1.36M - $1.52M
|
14.4K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
488+ 0.57% |
$46K - $51.4K
|
85.4K
$8.95M
|
|