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 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
602KNew |
$49.2M - $55M
|
602K
$55.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
544K+ 19.68% |
$44.5M - $49.7M
|
3.31M
$305M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
189K+ 34.27% |
$15.5M - $17.3M
|
741K
$68.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
144K+ 21.04% |
$11.8M - $13.1M
|
828K
$76.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139K+ 34.34% |
$11.3M - $12.7M
|
542K
$49.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
135K+ 45.65% |
$11M - $12.3M
|
429K
$39.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
106KNew |
$8.64M - $9.65M
|
106K
$9.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
104K+ 95.86% |
$8.52M - $9.53M
|
213K
$19.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
104K+ 48.48% |
$8.51M - $9.52M
|
319K
$29.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
102K+ 3.72% |
$8.3M - $9.28M
|
2.83M
$260M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
71.7K+ 21.16% |
$5.86M - $6.55M
|
410K
$37.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
67K+ 28.97% |
$5.48M - $6.12M
|
298K
$27.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
66.2K+ 144.91% |
$5.41M - $6.05M
|
112K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
58.4K+ 1.28% |
$4.77M - $5.33M
|
4.63M
$426M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
56.9KNew |
$4.65M - $5.2M
|
56.9K
$5.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.7K+ 13.46% |
$3.08M - $3.44M
|
318K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
34.2K+ 18.33% |
$2.8M - $3.13M
|
221K
$20.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.7KNew |
$2.76M - $3.08M
|
33.7K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
26.4K+ 79.53% |
$2.16M - $2.42M
|
59.7K
$5.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 2.77% |
$2.06M - $2.3M
|
934K
$85.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21KNew |
$1.71M - $1.92M
|
21K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.4K+ 4.57% |
$1.67M - $1.86M
|
466K
$42.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.9K+ 10.9% |
$1.3M - $1.45M
|
162K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4K+ 129.78% |
$1.26M - $1.41M
|
27.4K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.9K+ 344.27% |
$1.22M - $1.36M
|
19.2K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 1.82% |
$1.18M - $1.32M
|
809K
$74.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14.3K+ 2.86% |
$1.17M - $1.3M
|
512K
$47.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 126.89% |
$1.11M - $1.24M
|
24.3K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.9K+ 3.34% |
$1.06M - $1.18M
|
400K
$36.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.7K+ 13.35% |
$1.03M - $1.16M
|
107K
$9.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 2.02% |
$976K - $1.09M
|
603K
$55.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
11.8K+ 51.05% |
$965K - $1.08M
|
34.9K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$908K - $1.01M
|
11.1K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
11K+ 4.73% |
$901K - $1.01M
|
244K
$22.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 7.13% |
$810K - $905K
|
149K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.75K+ 4.77% |
$797K - $891K
|
214K
$19.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.1KNew |
$744K - $832K
|
9.1K
$838K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 6.32% |
$664K - $743K
|
137K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.92K+ 36.37% |
$648K - $724K
|
29.7K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.6K+ 23.7% |
$621K - $695K
|
39.7K
$3.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.08K+ 134.07% |
$578K - $647K
|
12.4K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.61KNew |
$541K - $604K
|
6.61K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
6.32K+ 20.77% |
$516K - $577K
|
36.7K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.96K+ 16.25% |
$487K - $544K
|
42.6K
$3.92M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5.83K+ 2.93% |
$476K - $532K
|
204K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.1KNew |
$416K - $466K
|
5.1K
$469K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.96K+ 5.83% |
$405K - $453K
|
90K
$8.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.39K+ 1.57% |
$359K - $401K
|
285K
$26.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.1KNew |
$335K - $374K
|
4.1K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4KNew |
$327K - $366K
|
4K
$368K
|