Latest Institutional Purchases of Spdr Portfolio (SPYG)
This list provides information on the latest institutional transactions involving Spdr Portfolio (SPYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 34.34% |
$11.3M - $12.7M
|
542K
$47.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
104K+ 48.48% |
$8.51M - $9.52M
|
319K
$27.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14.3K+ 2.86% |
$1.17M - $1.3M
|
512K
$44.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.08K+ 134.07% |
$578K - $647K
|
12.4K
$1.08M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.61KNew |
$541K - $604K
|
6.61K
$579K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5.83K+ 2.93% |
$476K - $532K
|
204K
$17.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.96K+ 5.83% |
$405K - $453K
|
90K
$7.88M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.06K+ 2.1% |
$168K - $188K
|
100K
$8.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.69K+ 6.44% |
$138K - $155K
|
28K
$2.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.01K+ 2.46% |
$82.7K - $92.5K
|
42.1K
$3.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
543+ 93.46% |
$44.4K - $49.6K
|
1.12K
$98.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
331+ 3.6% |
$27.1K - $30.2K
|
9.53K
$834K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
271+ 1.15% |
$22.2K - $24.8K
|
23.9K
$2.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
86New |
$7.03K - $7.86K
|
86
$7.53K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$490 - $548
|
3.58K
$313K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35M+ 4.51% |
$99.4M - $114M
|
31.4M
$2.75B
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
930K+ 70.35% |
$68.2M - $78.2M
|
2.25M
$197M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
865K+ 190.29% |
$63.5M - $72.7M
|
1.32M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
821K+ 59.78% |
$60.3M - $69.1M
|
2.19M
$192M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
435K+ 2657.97% |
$32M - $36.6M
|
452K
$39.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
432K+ 129.11% |
$31.7M - $36.3M
|
767K
$67.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
352K+ 439.38% |
$25.8M - $29.6M
|
432K
$37.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
348K+ 1901.61% |
$25.6M - $29.3M
|
367K
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
323K+ 4.31% |
$23.7M - $27.1M
|
7.82M
$684M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
317K+ 5.15% |
$23.3M - $26.7M
|
6.48M
$567M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
303K+ 17001.63% |
$22.2M - $25.5M
|
305K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
260K+ 3.72% |
$19.1M - $21.9M
|
7.25M
$635M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
250K+ 1.93% |
$18.3M - $21M
|
13.2M
$1.15B
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
238K+ 23.97% |
$17.5M - $20M
|
1.23M
$108M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
185K+ 8.66% |
$13.6M - $15.6M
|
2.32M
$203M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
181KNew |
$13.3M - $15.2M
|
181K
$15.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
176K+ 15.76% |
$12.9M - $14.8M
|
1.29M
$113M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
174K+ 329.54% |
$12.8M - $14.6M
|
227K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
169K+ 3.84% |
$12.4M - $14.2M
|
4.58M
$401M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
166K+ 6.35% |
$12.2M - $14M
|
2.78M
$244M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
164K+ 5.14% |
$12.1M - $13.8M
|
3.36M
$295M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147K+ 187.12% |
$10.8M - $12.4M
|
226K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143K+ 26.0% |
$10.5M - $12M
|
693K
$60.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
141K+ 135.05% |
$10.3M - $11.9M
|
245K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
138K+ 408.26% |
$10.2M - $11.6M
|
172K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
138KNew |
$10.1M - $11.6M
|
138K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
133KNew |
$9.78M - $11.2M
|
133K
$11.7M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 2.42% |
$8.97M - $10.3M
|
5.16M
$452M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 4.59% |
$8.53M - $9.77M
|
2.65M
$232M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 5.85% |
$8.1M - $9.28M
|
2M
$175M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
110K+ 16.05% |
$8.06M - $9.24M
|
794K
$69.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
107K+ 2.37% |
$7.88M - $9.03M
|
4.64M
$406M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
101K+ 3.01% |
$7.37M - $8.45M
|
3.44M
$301M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
97.3K+ 502.79% |
$7.14M - $8.18M
|
117K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
91.5K+ 827.61% |
$6.71M - $7.69M
|
103K
$8.97M
|
|