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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
118+ 0.96% |
$7.45K - $8.7K
|
12.4K
$1.08M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
88New |
$5.55K - $6.49K
|
88
$7.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
85New |
$5.37K - $6.27K
|
85
$7.44K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50+ 22.62% |
$3.16K - $3.69K
|
271
$23.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
36New |
$2.27K - $2.65K
|
36
$3.15K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
11New |
$694 - $811
|
11
$963
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
70KNew |
$3.99M - $4.57M
|
70K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.1KNew |
$1.6M - $1.83M
|
28.1K
$2.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18.9KNew |
$1.08M - $1.24M
|
18.9K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18KNew |
$1.03M - $1.17M
|
18K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$1.02M - $1.17M
|
17.9K
$1.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.2K+ 6.33% |
$694K - $795K
|
205K
$17.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.36K+ 4.55% |
$420K - $480K
|
169K
$14.8M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.42K+ 7.77% |
$309K - $354K
|
75.2K
$6.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.89KNew |
$222K - $254K
|
3.89K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
3.66K+ 51.43% |
$208K - $239K
|
10.8K
$942K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.4K+ 26.27% |
$194K - $222K
|
16.3K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.25KNew |
$185K - $212K
|
3.25K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
3.08KNew |
$176K - $201K
|
3.08K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 21.1% |
$170K - $195K
|
17.1K
$1.5M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
2.86KNew |
$163K - $187K
|
2.86K
$250K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.91KNew |
$109K - $125K
|
1.91K
$167K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.6K+ 0.31% |
$91.3K - $105K
|
512K
$44.8M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.25KNew |
$71.3K - $81.6K
|
1.25K
$109K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1KNew |
$57K - $65.3K
|
1K
$87.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
908+ 20.4% |
$51.8K - $59.3K
|
5.36K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
905New |
$51.6K - $59.1K
|
905
$79.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
851+ 0.36% |
$48.5K - $55.6K
|
235K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
566New |
$32.3K - $37K
|
566
$49.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
433+ 3.8% |
$24.7K - $28.3K
|
11.8K
$1.04M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
358New |
$20.4K - $23.4K
|
358
$31.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
286New |
$16.3K - $18.7K
|
286
$25K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
277New |
$15.8K - $18.1K
|
277
$24.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
265New |
$15.1K - $17.3K
|
265
$23.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
253New |
$14.4K - $16.5K
|
253
$22.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
250New |
$14.3K - $16.3K
|
250
$21.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
233+ 6.33% |
$13.3K - $15.2K
|
3.92K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
132+ 212.9% |
$7.53K - $8.62K
|
194
$17K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98+ 27.92% |
$5.59K - $6.4K
|
449
$39.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
58New |
$3.31K - $3.79K
|
58
$5.08K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
42+ 0.94% |
$2.39K - $2.74K
|
4.49K
$393K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
35New |
$2K - $2.29K
|
35
$3.06K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
35+ 4.03% |
$2K - $2.29K
|
904
$79.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$1.88K - $2.15K
|
33
$2.89K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30New |
$1.71K - $1.96K
|
30
$2.63K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25New |
$1.43K - $1.63K
|
25
$2.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18New |
$1.03K - $1.18K
|
18
$1.58K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.32% |
$741 - $849
|
4.12K
$360K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$342 - $392
|
6
$525
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
5New |
$285 - $327
|
5
$438
|
|