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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2023
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
25+ 25.0% |
$1.43K - $1.63K
|
125
$13.1K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25New |
$1.43K - $1.63K
|
25
$2.62K
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
15New |
$855 - $980
|
15
$1.57K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.32% |
$741 - $849
|
4.12K
$432K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$342 - $392
|
6
$629
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
329KNew |
$19.4M - $20.7M
|
329K
$34.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
272KNew |
$16M - $17.1M
|
272K
$28.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
55.9K+ 9.08% |
$3.3M - $3.52M
|
672K
$70.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.17KNew |
$482K - $514K
|
8.17K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.99KNew |
$353K - $377K
|
5.99K
$628K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.88KNew |
$288K - $307K
|
4.88K
$511K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.79KNew |
$224K - $238K
|
3.79K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$221K - $236K
|
3.75K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
2KNew |
$118K - $126K
|
2K
$210K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.98KNew |
$117K - $125K
|
1.98K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
945+ 4.08% |
$55.7K - $59.4K
|
24.1K
$2.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
698New |
$41.2K - $43.9K
|
698
$73.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
483New |
$28.5K - $30.4K
|
483
$50.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
468New |
$27.6K - $29.4K
|
468
$49.1K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 9.2% |
$8.85K - $9.43K
|
1.78K
$187K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
141+ 2.48% |
$8.31K - $8.87K
|
5.83K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
113New |
$6.66K - $7.11K
|
113
$11.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
101New |
$5.96K - $6.35K
|
101
$10.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95New |
$5.6K - $5.97K
|
95
$9.96K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.46K
|
55
$5.76K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50New |
$2.95K - $3.14K
|
50
$5.24K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$59 - $62.9
|
16.9K
$1.77M
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
211K+ 19.93% |
$11.6M - $12.9M
|
1.27M
$133M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
194K+ 9.4% |
$10.6M - $11.9M
|
2.26M
$237M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
184K+ 23.98% |
$10.1M - $11.2M
|
950K
$99.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
184K+ 23.98% |
$10.1M - $11.2M
|
950K
$99.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
53.3KNew |
$2.92M - $3.25M
|
53.3K
$5.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
38.3KNew |
$2.09M - $2.33M
|
38.3K
$4.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
7.89K+ 51.19% |
$432K - $481K
|
23.3K
$2.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.43KNew |
$297K - $331K
|
5.43K
$569K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
4.2KNew |
$230K - $256K
|
4.2K
$440K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
3.8KNew |
$208K - $232K
|
3.8K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.7KNew |
$93.3K - $104K
|
1.7K
$178K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
600+ 7.97% |
$32.9K - $36.6K
|
8.12K
$851K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
417New |
$22.8K - $25.4K
|
417
$43.7K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
324+ 1.4% |
$17.7K - $19.8K
|
23.4K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
122New |
$6.68K - $7.44K
|
122
$12.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
40New |
$2.19K - $2.44K
|
40
$4.19K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
30+ 0.31% |
$1.64K - $1.83K
|
9.74K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$54.8 - $61
|
6.48K
$679K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
38.7KNew |
$1.92M - $2.14M
|
38.7K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18.2KNew |
$903K - $1.01M
|
18.2K
$1.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.8KNew |
$633K - $706K
|
12.8K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.85K+ 15.97% |
$389K - $435K
|
57K
$5.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.21KNew |
$358K - $399K
|
7.21K
$756K
|
|