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 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.4KNew |
$172K - $228K
|
2.4K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$169K - $224K
|
2.35K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.33KNew |
$167K - $222K
|
2.33K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.25KNew |
$161K - $214K
|
2.25K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.23K+ 1.81% |
$160K - $213K
|
126K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.22KNew |
$160K - $212K
|
2.22K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.21KNew |
$159K - $211K
|
2.21K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$142K - $189K
|
1.98K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.82KNew |
$130K - $173K
|
1.82K
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.7K+ 13.64% |
$122K - $162K
|
14.2K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.65KNew |
$119K - $157K
|
1.65K
$173K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.61KNew |
$116K - $154K
|
1.61K
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.5K+ 125.38% |
$108K - $143K
|
2.7K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 28.32% |
$98.9K - $131K
|
6.24K
$654K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.25KNew |
$89.4K - $119K
|
1.25K
$130K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
995+ 0.3% |
$71.5K - $94.8K
|
334K
$35M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
675+ 4.99% |
$48.5K - $64.3K
|
14.2K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
650+ 7.99% |
$46.7K - $62K
|
8.79K
$921K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
474+ 2.83% |
$34K - $45.2K
|
17.2K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
464+ 3.29% |
$33.3K - $44.2K
|
14.6K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
380New |
$27.3K - $36.2K
|
380
$39.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
375+ 0.73% |
$26.9K - $35.7K
|
52K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
312New |
$22.4K - $29.7K
|
312
$32.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
301New |
$21.6K - $28.7K
|
301
$31.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
300New |
$21.5K - $28.6K
|
300
$31.4K
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
225New |
$16.2K - $21.4K
|
225
$23.6K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
209+ 1.79% |
$15K - $19.9K
|
11.9K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
208New |
$14.9K - $19.8K
|
208
$21.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156+ 866.67% |
$11.2K - $14.9K
|
174
$18.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
138New |
$9.91K - $13.2K
|
138
$14.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
120+ 10.41% |
$8.62K - $11.4K
|
1.27K
$133K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
107New |
$7.69K - $10.2K
|
107
$11.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100New |
$7.18K - $9.53K
|
100
$10.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
83New |
$5.96K - $7.91K
|
83
$8.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
79+ 1.43% |
$5.67K - $7.53K
|
5.59K
$586K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$5.46K - $7.24K
|
76
$7.97K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
71New |
$5.1K - $6.77K
|
71
$7.44K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52+ 2.64% |
$3.74K - $4.96K
|
2.02K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32+ 0.56% |
$2.3K - $3.05K
|
5.77K
$605K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
28New |
$2.01K - $2.67K
|
28
$2.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27New |
$1.94K - $2.57K
|
27
$2.83K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.14% |
$1.51K - $2K
|
15.2K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20+ 100.0% |
$1.44K - $1.91K
|
40
$4.19K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.6% |
$1.22K - $1.62K
|
2.84K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
4+ 0.01% |
$287 - $381
|
28.2K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 12.5% |
$287 - $381
|
36
$3.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$71.8 - $95.3
|
705
$73.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$71.8 - $95.3
|
3.7K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
140KNew |
$11.2M - $12.9M
|
140K
$14.7M
|
|