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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
21.6K+ 6.34% |
$1.08M - $1.34M
|
363K
$32.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.08K+ 21.99% |
$355K - $438K
|
39.3K
$3.52M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.84K+ 8.9% |
$292K - $361K
|
71.4K
$6.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
5.8KNew |
$291K - $359K
|
5.8K
$520K
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
5.34KNew |
$268K - $330K
|
5.34K
$478K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.57K+ 92.32% |
$179K - $221K
|
7.44K
$666K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2KNew |
$100K - $124K
|
2K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.22KNew |
$61K - $75.3K
|
1.22K
$109K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
914New |
$45.8K - $56.5K
|
914
$81.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
737+ 32.52% |
$36.9K - $45.6K
|
3K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
492New |
$24.6K - $30.4K
|
492
$44.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
79+ 69.3% |
$3.96K - $4.89K
|
193
$17.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50New |
$2.51K - $3.09K
|
50
$4.48K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$50.1 - $61.9
|
343
$30.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.94% |
$50.1 - $61.9
|
107
$9.59K
|
|
| Q2 2022 | |||||||
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
233K+ 1330.85% |
$11.8M - $15.7M
|
250K
$22.4M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
206KNew |
$10.4M - $13.9M
|
206K
$18.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
8.3KNew |
$419K - $560K
|
8.3K
$744K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.53KNew |
$279K - $373K
|
5.53K
$496K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$237K - $317K
|
4.7K
$421K
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.34KNew |
$219K - $292K
|
4.34K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.72KNew |
$137K - $183K
|
2.72K
$243K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96KNew |
$99.1K - $132K
|
1.96K
$176K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.95KNew |
$98.4K - $131K
|
1.95K
$175K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
494+ 63.25% |
$24.9K - $33.3K
|
1.28K
$114K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
82+ 2.02% |
$4.14K - $5.53K
|
4.14K
$371K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
37+ 616.67% |
$1.87K - $2.49K
|
43
$3.85K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
26+ 11.87% |
$1.31K - $1.75K
|
245
$21.9K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16New |
$808 - $1.08K
|
16
$1.43K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 3.63% |
$353 - $472
|
200
$17.9K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
72.5K+ 60.8% |
$4.29M - $5.29M
|
192K
$17.2M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.1KNew |
$1.96M - $2.42M
|
33.1K
$2.97M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.6KNew |
$94.7K - $117K
|
1.6K
$143K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
810New |
$47.9K - $59.2K
|
810
$72.6K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
616+ 9.26% |
$36.4K - $45K
|
7.27K
$651K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
283New |
$16.7K - $20.7K
|
283
$25.4K
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
13.3KNew |
$846K - $980K
|
13.3K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.24KNew |
$268K - $311K
|
4.24K
$379K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.79KNew |
$177K - $205K
|
2.79K
$250K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
182New |
$11.5K - $13.4K
|
182
$16.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
85New |
$5.39K - $6.25K
|
85
$7.62K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
7.68KNew |
$485K - $525K
|
7.68K
$688K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.93KNew |
$122K - $132K
|
1.93K
$173K
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
220New |
$12.6K - $13.9K
|
220
$19.7K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
24New |
$1.37K - $1.51K
|
24
$2.15K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.88KNew |
$140K - $159K
|
2.88K
$258K
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
PUT |
2New |
$90.7 - $108
|
2
$179
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Amg National Trust Bank
|
BUY
|
- |
4.8KNew |
$164K - $218K
|
4.8K
$430K
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
750New |
$28.3K - $31.6K
|
750
$67.2K
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
BUY
|
- |
1New |
$37.8 - $42.1
|
1
$89.6
|
|