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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34.4K- 49.25% |
$2.3M - $2.46M
|
35.4K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.7K+ 8.13% |
$1.45M - $1.55M
|
289K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-34.9K- 40.05% |
$2.33M - $2.5M
|
52.2K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
3.06KNew |
$204K - $219K
|
3.06K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-438- 3.25% |
$29.2K - $31.3K
|
13.1K
$869K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-5.33K- 1.79% |
$356K - $381K
|
293K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.6K- 26.82% |
$5.11M - $5.48M
|
209K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.11% |
$66.8 - $71.5
|
924
$61.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13.4K- 11.81% |
$893K - $956K
|
99.8K
$6.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-659- 4.08% |
$44K - $47.1K
|
15.5K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.62K+ 2.7% |
$175K - $187K
|
99.8K
$6.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.91MNew |
$261M - $280M
|
3.91M
$261M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
613New |
$40.9K - $43.8K
|
613
$40.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27+ 0.39% |
$1.8K - $1.93K
|
6.89K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-460K- 59.81% |
$30.7M - $32.9M
|
309K
$20.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.58KNew |
$239K - $256K
|
3.58K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.87K- 1.98% |
$192K - $206K
|
142K
$9.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7.43KNew |
$496K - $531K
|
7.43K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-29.4K- 44.15% |
$1.96M - $2.1M
|
37.2K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
256+ 6.07% |
$17.1K - $18.3K
|
4.48K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.67K+ 3.77% |
$178K - $191K
|
73.4K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.3KNew |
$755K - $809K
|
11.3K
$753K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
43.1K+ 91.38% |
$2.88M - $3.08M
|
90.3K
$6.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
41.3KNew |
$2.76M - $2.95M
|
41.3K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-59.3K- 13.12% |
$3.96M - $4.24M
|
392K
$26.1M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
925KNew |
$61.8M - $66.2M
|
925K
$61.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.64K+ 23.74% |
$176K - $189K
|
13.8K
$917K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.78KNew |
$186K - $199K
|
2.78K
$185K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.64K- 2.6% |
$109K - $117K
|
61.3K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.73K+ 5.31% |
$116K - $124K
|
34.3K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.21K- 9.74% |
$80.9K - $86.6K
|
11.2K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
10+ 0.25% |
$668 - $715
|
4.03K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.67KNew |
$378K - $405K
|
5.67K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.67K- 3.24% |
$112K - $120K
|
50K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.19KNew |
$213K - $228K
|
3.19K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
50.5K+ 33.67% |
$3.37M - $3.61M
|
200K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
12.2K+ 188.95% |
$813K - $871K
|
18.6K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-629- 2.8% |
$42K - $45K
|
21.8K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39.8K- 50.55% |
$2.66M - $2.85M
|
38.9K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18.8K+ 3.67% |
$1.26M - $1.35M
|
531K
$35.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.93KNew |
$530K - $567K
|
7.93K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
140K+ 2107.13% |
$9.33M - $9.99M
|
146K
$9.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17.5K+ 41.36% |
$1.17M - $1.25M
|
59.7K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
6.02KNew |
$402K - $431K
|
6.02K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
142+ 1.95% |
$9.48K - $10.2K
|
7.42K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.04K+ 5.31% |
$337K - $361K
|
100K
$6.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.31K- 9.72% |
$154K - $165K
|
21.4K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 3.59% |
$1.74K - $1.86K
|
698
$46.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.12K+ 17.76% |
$275K - $294K
|
27.3K
$1.82M
|