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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.66KNew |
$327K - $367K
|
6.66K
$613K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
4.96K+ 6200.0% |
$244K - $273K
|
5.04K
$464K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
4.07KNew |
$200K - $224K
|
4.07K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.06KNew |
$200K - $224K
|
4.06K
$374K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.95KNew |
$194K - $217K
|
3.95K
$363K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.6KNew |
$128K - $143K
|
2.6K
$239K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.93K+ 23.24% |
$94.7K - $106K
|
10.2K
$940K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.75KNew |
$85.8K - $96.2K
|
1.75K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$80.6K - $90.3K
|
1.64K
$151K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54KNew |
$75.7K - $84.9K
|
1.54K
$142K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.1KNew |
$54.1K - $60.6K
|
1.1K
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1KNew |
$49.1K - $55.1K
|
1K
$92K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
966New |
$47.5K - $53.2K
|
966
$88.9K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
857New |
$42.1K - $47.2K
|
857
$78.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
564+ 100.0% |
$27.7K - $31.1K
|
1.13K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
411New |
$20.2K - $22.6K
|
411
$37.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
221New |
$10.9K - $12.2K
|
221
$20.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
193New |
$9.48K - $10.6K
|
193
$17.8K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
172New |
$8.45K - $9.47K
|
172
$15.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
153New |
$7.52K - $8.43K
|
153
$14.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
141+ 0.92% |
$6.93K - $7.76K
|
15.4K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73+ 0.39% |
$3.59K - $4.02K
|
18.7K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
71New |
$3.49K - $3.91K
|
71
$6.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13New |
$639 - $716
|
13
$1.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
13+ 0.28% |
$639 - $716
|
4.58K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1New |
$49.1 - $55.1
|
1
$92
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
485KNew |
$24.3M - $30M
|
485K
$44.7M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
252KNew |
$12.6M - $15.6M
|
252K
$23.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
147K+ 17.67% |
$7.37M - $9.1M
|
979K
$90.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.7K+ 106.94% |
$3.59M - $4.43M
|
139K
$12.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.4K+ 5.32% |
$1.17M - $1.45M
|
464K
$42.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
21.6K+ 6.34% |
$1.08M - $1.34M
|
363K
$33.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.5KNew |
$376K - $464K
|
7.5K
$690K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.08K+ 21.99% |
$355K - $438K
|
39.3K
$3.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.84K+ 8.9% |
$292K - $361K
|
71.4K
$6.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
5.8KNew |
$291K - $359K
|
5.8K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.63KNew |
$282K - $348K
|
5.63K
$518K
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
5.34KNew |
$268K - $330K
|
5.34K
$491K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.57K+ 92.32% |
$179K - $221K
|
7.44K
$684K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2KNew |
$100K - $124K
|
2K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.22KNew |
$61K - $75.3K
|
1.22K
$112K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
914New |
$45.8K - $56.5K
|
914
$84.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
737+ 32.52% |
$36.9K - $45.6K
|
3K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
492New |
$24.6K - $30.4K
|
492
$45.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
79+ 69.3% |
$3.96K - $4.89K
|
193
$17.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.51K - $3.09K
|
50
$4.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$50.1 - $61.9
|
343
$31.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.94% |
$50.1 - $61.9
|
107
$9.85K
|
|
| Q2 2022 | |||||||
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
233K+ 1330.85% |
$11.8M - $15.7M
|
250K
$23M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
206KNew |
$10.4M - $13.9M
|
206K
$19M
|
|