Latest Institutional Transactions on Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 ETF (Ma (SPLG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54K+ 2.64% |
$169K - $182K
|
98.8K
$6.41M
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-721- 1.31% |
$48.1K - $51.6K
|
54.3K
$3.52M
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.65K- 2.93% |
$244K - $261K
|
121K
$7.85M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
757New |
$50.5K - $54.1K
|
757
$49.1K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
79.5KNew |
$5.31M - $5.68M
|
79.5K
$5.16M
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-29.9K- 7.66% |
$1.99M - $2.14M
|
360K
$23.3M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.01K- 30.83% |
$134K - $144K
|
4.52K
$293K
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-31.8K- 8.79% |
$2.13M - $2.28M
|
330K
$21.4M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-969- 2.38% |
$64.7K - $69.3K
|
39.7K
$2.58M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3.89KNew |
$260K - $278K
|
3.89K
$252K
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
33.5KNew |
$2.23M - $2.39M
|
33.5K
$2.17M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23.9KNew |
$1.59M - $1.71M
|
23.9K
$1.55M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.28% |
$134 - $143
|
707
$45.9K
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16.7K+ 48.31% |
$1.12M - $1.2M
|
51.3K
$3.33M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.25M- 98.55% |
$83.7M - $89.7M
|
18.5K
$1.2M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
511+ 7.06% |
$34.1K - $36.5K
|
7.75K
$503K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
44.8KNew |
$2.99M - $3.21M
|
44.8K
$2.91M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.7K- 21.63% |
$780K - $836K
|
42.4K
$2.75M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
196+ 1.56% |
$13.1K - $14K
|
12.8K
$830K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.05KNew |
$538K - $576K
|
8.05K
$523K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
111K+ 14.53% |
$7.43M - $7.96M
|
877K
$56.9M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
365KNew |
$24.3M - $26.1M
|
365K
$23.7M
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.7M - $1.83M
|
25.5K
$1.66M
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-19- 0.64% |
$1.27K - $1.36K
|
2.95K
$192K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-8.14K- 1.18% |
$543K - $582K
|
679K
$44M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-747- 8.55% |
$49.9K - $53.4K
|
7.99K
$518K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
146+ 1.2% |
$9.75K - $10.4K
|
12.3K
$800K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
72.3K+ 11.14% |
$4.83M - $5.17M
|
721K
$46.8M
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
189KNew |
$12.6M - $13.5M
|
189K
$12.3M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
18.4KNew |
$1.23M - $1.32M
|
18.4K
$1.19M
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-176- 0.92% |
$11.8K - $12.6K
|
18.9K
$1.23M
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
688+ 0.6% |
$45.9K - $49.2K
|
116K
$7.5M
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.17KNew |
$412K - $441K
|
6.17K
$400K
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.23KNew |
$549K - $588K
|
8.23K
$534K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
12.6K+ 374.3% |
$843K - $903K
|
16K
$1.04M
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
300KNew |
$20M - $21.4M
|
300K
$19.5M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.36K+ 0.64% |
$158K - $169K
|
368K
$23.9M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
399K+ 11321.83% |
$26.7M - $28.6M
|
403K
$26.1M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25.1K- 10.56% |
$1.67M - $1.79M
|
212K
$13.8M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 138.1% |
$954K - $1.02M
|
24.6K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-463K- 9.73% |
$30.9M - $33.1M
|
4.29M
$279M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 117.49% |
$799K - $856K
|
22.1K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159K+ 9.71% |
$10.6M - $11.4M
|
1.8M
$117M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62.5K+ 7.91% |
$4.17M - $4.47M
|
852K
$55.3M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.1K- 85.26% |
$1.21M - $1.3M
|
3.13K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
204K+ 312.39% |
$13.6M - $14.6M
|
270K
$17.5M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.34KNew |
$490K - $525K
|
7.34K
$476K
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-39.8K- 3.15% |
$2.66M - $2.84M
|
1.22M
$79.5M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
242K+ 89.6% |
$16.1M - $17.3M
|
511K
$33.2M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
689K+ 10.73% |
$46M - $49.3M
|
7.12M
$462M
|