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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.14KNew |
$284K - $335K
|
4.14K
$362K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.77KNew |
$259K - $305K
|
3.77K
$330K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.69K+ 2.4% |
$253K - $298K
|
157K
$13.8M
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.67KNew |
$252K - $297K
|
3.67K
$321K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.58KNew |
$246K - $289K
|
3.58K
$313K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.47K+ 160.56% |
$239K - $281K
|
5.64K
$493K
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3KNew |
$206K - $243K
|
3K
$262K
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.75KNew |
$189K - $222K
|
2.75K
$240K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.73KNew |
$188K - $221K
|
2.73K
$239K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$181K - $213K
|
2.63K
$230K
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.61KNew |
$179K - $211K
|
2.61K
$228K
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
2.53KNew |
$174K - $205K
|
2.53K
$222K
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.52KNew |
$173K - $204K
|
2.52K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.07K+ 27.98% |
$142K - $168K
|
9.48K
$830K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.81KNew |
$124K - $146K
|
1.81K
$158K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.55K+ 44.75% |
$106K - $125K
|
5K
$438K
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.34K+ 15.77% |
$91.7K - $108K
|
9.8K
$858K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$90K - $106K
|
1.31K
$115K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 30.25% |
$84.4K - $99.4K
|
5.29K
$463K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03KNew |
$70.5K - $83.1K
|
1.03K
$89.8K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
908+ 23.02% |
$62.4K - $73.5K
|
4.85K
$425K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
907New |
$62.3K - $73.4K
|
907
$79.4K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
823+ 20.4% |
$56.5K - $66.6K
|
4.86K
$425K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
791New |
$54.3K - $64K
|
791
$69.2K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
779New |
$53.5K - $63.1K
|
779
$68.2K
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
620+ 13.51% |
$42.6K - $50.2K
|
5.21K
$456K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
593New |
$40.7K - $48K
|
593
$51.9K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
547New |
$37.6K - $44.3K
|
547
$47.9K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500New |
$34.4K - $40.5K
|
500
$43.8K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
445New |
$30.6K - $36K
|
445
$39K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
416+ 1.9% |
$28.6K - $33.7K
|
22.3K
$1.95M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
331New |
$22.7K - $26.8K
|
331
$29K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
322New |
$22.1K - $26.1K
|
322
$28.2K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
320New |
$22K - $25.9K
|
320
$28K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
317+ 0.53% |
$21.8K - $25.7K
|
60.5K
$5.3M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
238New |
$16.4K - $19.3K
|
238
$20.8K
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$15.5K - $18.2K
|
225
$19.7K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
223+ 0.36% |
$15.3K - $18.1K
|
62.7K
$5.48M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
199+ 568.57% |
$13.7K - $16.1K
|
234
$20.5K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
197+ 3.45% |
$13.5K - $15.9K
|
5.92K
$518K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
144+ 960.0% |
$9.89K - $11.7K
|
159
$13.9K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
142New |
$9.76K - $11.5K
|
142
$12.4K
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
102+ 2.13% |
$7.01K - $8.26K
|
4.89K
$428K
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
91New |
$6.25K - $7.37K
|
91
$7.97K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
80New |
$5.5K - $6.48K
|
80
$7K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
69New |
$4.74K - $5.59K
|
69
$6.04K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$4.47K - $5.26K
|
65
$5.69K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$3.5K - $4.13K
|
51
$4.46K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40+ 2.13% |
$2.75K - $3.24K
|
1.92K
$168K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
33New |
$2.27K - $2.67K
|
33
$2.89K
|