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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-900- 21.97% |
$56.8K - $66.4K
|
3.2K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-684- 70.66% |
$43.2K - $50.4K
|
284
$29.8K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-427- 10.6% |
$27K - $31.5K
|
3.6K
$377K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-309- 5.59% |
$19.5K - $22.8K
|
5.22K
$547K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-212Closed |
$13.4K - $15.6K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-209- 4.16% |
$13.2K - $15.4K
|
4.81K
$504K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-140Closed |
$8.84K - $10.3K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-27- 7.78% |
$1.7K - $1.99K
|
320
$33.5K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-20.6K- 1.28% |
$1.18M - $1.35M
|
1.59M
$167M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.25K- 9.92% |
$413K - $473K
|
65.8K
$6.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-7.15K- 37.1% |
$408K - $467K
|
12.1K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.93K- 46.57% |
$224K - $256K
|
4.51K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2K- 36.09% |
$114K - $131K
|
3.54K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 40.6% |
$57K - $65.3K
|
1.46K
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-202- 2.01% |
$11.5K - $13.2K
|
9.86K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-120- 7.32% |
$6.84K - $7.84K
|
1.52K
$159K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 49.5% |
$5.64K - $6.46K
|
101
$10.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-402KClosed |
$23.7M - $25.3M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34.8K- 32.64% |
$2.05M - $2.19M
|
71.9K
$7.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-450- 57.03% |
$26.5K - $28.3K
|
339
$35.5K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-437- 55.81% |
$25.8K - $27.5K
|
346
$36.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-365- 69.52% |
$21.5K - $23K
|
160
$16.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-318- 19.23% |
$18.8K - $20K
|
1.34K
$140K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-147- 0.83% |
$8.67K - $9.24K
|
17.6K
$1.84M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-55Closed |
$3.24K - $3.46K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 11.0% |
$649 - $692
|
89
$9.33K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-8- 4.82% |
$472 - $503
|
158
$16.6K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-43K- 31.5% |
$2.35M - $2.62M
|
93.4K
$9.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-26.8K- 19.07% |
$1.47M - $1.64M
|
114K
$11.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.8K- 77.17% |
$647K - $721K
|
3.5K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.42K- 4.6% |
$461K - $514K
|
175K
$18.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.64K- 41.27% |
$90K - $100K
|
2.34K
$245K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-935- 86.33% |
$51.2K - $57K
|
148
$15.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-555- 1.27% |
$30.4K - $33.9K
|
43.2K
$4.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-350- 4.56% |
$19.2K - $21.4K
|
7.32K
$767K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-230- 89.15% |
$12.6K - $14K
|
28
$2.93K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-66- 1.77% |
$3.61K - $4.03K
|
3.66K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 17.58% |
$876 - $976
|
75
$7.86K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-471K- 98.55% |
$23.4M - $26.1M
|
6.93K
$726K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7.81K- 37.52% |
$387K - $432K
|
13K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.3K- 18.48% |
$263K - $294K
|
23.4K
$2.45M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.75K- 3.91% |
$86.9K - $96.9K
|
43.1K
$4.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.52K- 6.14% |
$75.4K - $84.1K
|
23.2K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.38K- 1.92% |
$68.3K - $76.2K
|
70.3K
$7.37M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-437- 86.53% |
$21.7K - $24.2K
|
68
$7.13K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-269- 2.52% |
$13.3K - $14.9K
|
10.4K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 6.54% |
$1.74K - $1.94K
|
500
$52.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 8.7% |
$1.59K - $1.77K
|
336
$35.2K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-359K- 99.96% |
$17.6M - $19.8M
|
129
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-175K- 89.68% |
$8.59M - $9.63M
|
20.1K
$2.11M
|
|