Latest Institutional Sells of Spdr Portfolio (SPYG)
This list provides information on the latest institutional transactions involving Spdr Portfolio (SPYG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.75K- 3.91% |
$86.9K - $96.9K
|
43.1K
$3.77M
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.52K- 6.14% |
$75.4K - $84.1K
|
23.2K
$2.03M
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.38K- 1.92% |
$68.3K - $76.2K
|
70.3K
$6.16M
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-599- 91.45% |
$29.7K - $33.2K
|
56
$4.9K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-269- 2.52% |
$13.3K - $14.9K
|
10.4K
$910K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.54% |
$1.74K - $1.94K
|
500
$43.8K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 8.7% |
$1.59K - $1.77K
|
336
$29.4K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-359K- 99.96% |
$17.6M - $19.8M
|
129
$11.3K
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-175K- 89.68% |
$8.59M - $9.63M
|
20.1K
$1.76M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-58.8K- 95.51% |
$2.89M - $3.24M
|
2.77K
$242K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-34.1K- 35.09% |
$1.68M - $1.88M
|
63.1K
$5.52M
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9.72K- 16.12% |
$478K - $536K
|
50.6K
$4.43M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.62K- 24.31% |
$129K - $144K
|
8.15K
$713K
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2K- 15.13% |
$98.3K - $110K
|
11.2K
$982K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-784- 10.21% |
$38.5K - $43.2K
|
6.89K
$603K
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-397- 3.79% |
$19.5K - $21.9K
|
10.1K
$881K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-359- 82.15% |
$17.6K - $19.8K
|
78
$6.83K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 34.28% |
$5.36K - $6K
|
209
$18.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-281K- 55.74% |
$14.1M - $17.4M
|
223K
$19.5M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-14.1K- 33.93% |
$705K - $871K
|
27.4K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.6K- 20.46% |
$281K - $347K
|
21.8K
$1.91M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.58K- 16.76% |
$129K - $160K
|
12.8K
$1.12M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.59KClosed |
$79.9K - $98.6K
|
0
$0
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.42K- 42.39% |
$71.1K - $87.8K
|
1.93K
$169K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-882- 4.49% |
$44.2K - $54.6K
|
18.8K
$1.64M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-611- 5.7% |
$30.6K - $37.8K
|
10.1K
$885K
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-287- 3.62% |
$14.4K - $17.8K
|
7.64K
$669K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-80- 32.65% |
$4.01K - $4.95K
|
165
$14.4K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-56- 0.36% |
$2.81K - $3.46K
|
15.3K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-30- 0.29% |
$1.5K - $1.86K
|
10.2K
$889K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 80.0% |
$1K - $1.24K
|
5
$438
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 2.63% |
$50.1 - $61.9
|
37
$3.24K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-155KClosed |
$7.84M - $10.5M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-145KClosed |
$7.31M - $9.76M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-83.8KClosed |
$4.23M - $5.65M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-59.9K- 11.86% |
$3.02M - $4.03M
|
445K
$38.9M
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-52.5KClosed |
$2.65M - $3.54M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-31.6KClosed |
$1.59M - $2.13M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-31.6KClosed |
$1.59M - $2.13M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-29.2KClosed |
$1.47M - $1.97M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25.9KClosed |
$1.31M - $1.74M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19.3KClosed |
$973K - $1.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-14.8KClosed |
$747K - $997K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-9.37KClosed |
$473K - $631K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.39KClosed |
$373K - $498K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.73KClosed |
$340K - $454K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-5.69KClosed |
$287K - $384K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5.18KClosed |
$262K - $349K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.12KClosed |
$259K - $345K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-5.05KClosed |
$255K - $340K
|
0
$0
|