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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.35% |
$1K - $1.07K
|
4.3K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
37.2K+ 53.57% |
$2.48M - $2.66M
|
107K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.15K+ 0.79% |
$277K - $297K
|
532K
$37.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-158K- 16.24% |
$10.5M - $11.3M
|
813K
$57.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
453KNew |
$30.3M - $32.4M
|
453K
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.95KNew |
$330K - $354K
|
4.95K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
1.4M+ 18.5% |
$93.3M - $100M
|
8.95M
$634M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26.9K- 9.32% |
$1.8M - $1.92M
|
262K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
66.2K+ 17.3% |
$4.42M - $4.74M
|
449K
$31.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.2K+ 2.28% |
$880K - $943K
|
592K
$41.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25.6K+ 53.87% |
$1.71M - $1.83M
|
73.1K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40+ 4.39% |
$2.67K - $2.86K
|
952
$67.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
455+ 0.28% |
$30.4K - $32.5K
|
161K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
183+ 1.83% |
$12.2K - $13.1K
|
10.2K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.29K+ 2.87% |
$286K - $307K
|
154K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-51.5K- 91.0% |
$3.44M - $3.69M
|
5.09K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.2K+ 16.11% |
$4.02M - $4.3M
|
434K
$30.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-20.4K- 6.78% |
$1.36M - $1.46M
|
280K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.42MNew |
$94.5M - $101M
|
1.42M
$100M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.71K- 0.53% |
$114K - $122K
|
320K
$22.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
146+ 1.58% |
$9.75K - $10.4K
|
9.41K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-4- 25.0% |
$267 - $286
|
12
$850
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.2K+ 0.75% |
$80.1K - $85.8K
|
161K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.63K- 9.64% |
$309K - $331K
|
43.4K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.58K+ 85.78% |
$172K - $185K
|
5.59K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3New |
$200 - $215
|
3
$212
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
560+ 0.19% |
$37.4K - $40.1K
|
300K
$21.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
95.9K+ 4.27% |
$6.41M - $6.86M
|
2.34M
$166M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.33K+ 26.17% |
$88.5K - $94.8K
|
6.39K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1+ 0.01% |
$66.8 - $71.5
|
9.64K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.44KNew |
$296K - $317K
|
4.44K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-28- 0.1% |
$1.87K - $2K
|
26.7K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
280+ 6.59% |
$18.7K - $20K
|
4.53K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-698- 2.44% |
$46.6K - $49.9K
|
28K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
597+ 9.35% |
$39.9K - $42.7K
|
6.98K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-830- 1.74% |
$55.4K - $59.4K
|
46.8K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
558+ 4.88% |
$37.3K - $39.9K
|
12K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533New |
$35.6K - $38.1K
|
533
$37.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
205+ 0.3% |
$13.7K - $14.7K
|
68.7K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12.4K+ 7.94% |
$825K - $884K
|
168K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
23.9KNew |
$1.6M - $1.71M
|
23.9K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.01M+ 126.49% |
$67.4M - $72.2M
|
1.81M
$128M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24K- 5.32% |
$1.61M - $1.72M
|
428K
$30.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-68- 0.31% |
$4.54K - $4.86K
|
22.2K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 6.28% |
$407K - $436K
|
91.1K
$6.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.9K- 10.38% |
$796K - $853K
|
103K
$7.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 80.0% |
$534 - $572
|
2
$142
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.3% |
$134 - $143
|
674
$47.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
148+ 3.27% |
$9.88K - $10.6K
|
4.67K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$783K - $839K
|
11.7K
$830K
|