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 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
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
132K+ 1195.37% |
$10.6M - $12.2M
|
143K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
54.2KNew |
$4.34M - $5M
|
54.2K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
50KNew |
$4M - $4.62M
|
50K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
30.1KNew |
$2.41M - $2.78M
|
30.1K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25.7KNew |
$2.06M - $2.38M
|
25.7K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.1K+ 308.17% |
$1.45M - $1.67M
|
24K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.5KNew |
$1.4M - $1.62M
|
17.5K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.3KNew |
$983K - $1.13M
|
12.3K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
10.2K+ 6.88% |
$817K - $943K
|
159K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
6.43KNew |
$515K - $594K
|
6.43K
$674K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.27KNew |
$502K - $579K
|
6.27K
$657K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5.35KNew |
$428K - $494K
|
5.35K
$561K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$347K - $400K
|
4.33K
$454K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.38KNew |
$271K - $313K
|
3.38K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.76KNew |
$221K - $255K
|
2.76K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.65KNew |
$212K - $245K
|
2.65K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.01K+ 5.23% |
$80.5K - $92.9K
|
20.2K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
700+ 4.27% |
$56K - $64.7K
|
17.1K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
651New |
$52.1K - $60.1K
|
651
$68.2K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
418+ 4.77% |
$33.5K - $38.6K
|
9.18K
$962K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
407+ 0.5% |
$32.6K - $37.6K
|
82.5K
$8.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
395New |
$31.6K - $36.5K
|
395
$41.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
211+ 90.95% |
$16.9K - $19.5K
|
443
$46.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
162New |
$13K - $15K
|
162
$17K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
156New |
$12.5K - $14.4K
|
156
$16.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
100+ 0.81% |
$8.01K - $9.24K
|
12.5K
$1.31M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
78New |
$6.24K - $7.21K
|
78
$8.18K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
75+ 2.7% |
$6K - $6.93K
|
2.85K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 2.32% |
$5.52K - $6.37K
|
3.04K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
67+ 1.23% |
$5.36K - $6.19K
|
5.51K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
66+ 2.48% |
$5.28K - $6.1K
|
2.73K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 11.65% |
$4.64K - $5.36K
|
556
$58.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
33New |
$2.64K - $3.05K
|
33
$3.46K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
31New |
$2.48K - $2.86K
|
31
$3.25K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27New |
$2.16K - $2.49K
|
27
$2.83K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
26New |
$2.08K - $2.4K
|
26
$2.73K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.26K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.26K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
5+ 0.16% |
$400 - $462
|
3.12K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2New |
$160 - $185
|
2
$210
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 3.7% |
$160 - $185
|
56
$5.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.65K
$278K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
308KNew |
$25.2M - $28.1M
|
308K
$32.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
152K+ 235.77% |
$12.4M - $13.9M
|
216K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
34.8KNew |
$2.85M - $3.18M
|
34.8K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.9KNew |
$975K - $1.09M
|
11.9K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
11.4KNew |
$932K - $1.04M
|
11.4K
$1.19M
|
|