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 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.8K+ 3.78% |
$1.66M - $1.77M
|
681K
$48.3M
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
3.73KNew |
$249K - $267K
|
3.73K
$265K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08K+ 16.49% |
$72K - $77.1K
|
7.61K
$540K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29+ 0.26% |
$1.94K - $2.07K
|
11.2K
$798K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.7KNew |
$647K - $693K
|
9.7K
$688K
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.96K+ 27.19% |
$465K - $498K
|
32.5K
$2.31M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
933+ 0.23% |
$62.3K - $66.7K
|
409K
$29.1M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-464- 5.1% |
$31K - $33.2K
|
8.63K
$613K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
993+ 3.82% |
$66.3K - $71K
|
27K
$1.91M
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.45K+ 3.7% |
$230K - $246K
|
96.5K
$6.85M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9.97K+ 9.71% |
$665K - $713K
|
113K
$7.99M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.72K- 6.49% |
$115K - $123K
|
24.7K
$1.75M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
18.2K+ 10.98% |
$1.22M - $1.3M
|
184K
$13.1M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.41K+ 6.01% |
$93.9K - $101K
|
24.8K
$1.76M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
19.2K+ 4890.82% |
$1.28M - $1.37M
|
19.6K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99.2K+ 1266.49% |
$6.62M - $7.09M
|
107K
$7.6M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 9.94% |
$76.7K - $82.1K
|
12.7K
$901K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.68K+ 5.27% |
$312K - $334K
|
93.3K
$6.62M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 3.03% |
$233K - $250K
|
112K
$7.94M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
982+ 6.04% |
$65.6K - $70.2K
|
17.2K
$1.22M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 0.9% |
$8.35K - $8.94K
|
14K
$995K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 1.6% |
$167K - $178K
|
154K
$10.9M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.96K+ 8.03% |
$464K - $497K
|
93.5K
$6.64M
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
832+ 2.62% |
$55.6K - $59.5K
|
32.5K
$2.31M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-8.48K- 3.0% |
$566K - $606K
|
275K
$19.5M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
14.9KNew |
$994K - $1.06M
|
14.9K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
105K+ 13.93% |
$7.02M - $7.52M
|
860K
$61.1M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-284K- 17.25% |
$19M - $20.3M
|
1.36M
$96.8M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.67KNew |
$245K - $262K
|
3.67K
$260K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-503- 1.87% |
$33.6K - $36K
|
26.5K
$1.88M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
841+ 15.0% |
$56.2K - $60.1K
|
6.45K
$458K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
524KNew |
$35M - $37.4M
|
524K
$37.2M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-499- 21.2% |
$33.3K - $35.7K
|
1.86K
$132K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-202K- 19.45% |
$13.5M - $14.4M
|
835K
$59.3M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
373New |
$24.9K - $26.7K
|
373
$26.5K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.74K+ 3.6% |
$116K - $124K
|
49.9K
$3.54M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
559New |
$37.3K - $40K
|
559
$39.7K
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12.1K- 50.01% |
$810K - $867K
|
12.1K
$860K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-843- 20.26% |
$56.3K - $60.3K
|
3.32K
$236K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-59- 1.65% |
$3.94K - $4.22K
|
3.52K
$250K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 36.77% |
$786K - $842K
|
20.2K
$1.44M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-158K- 12.44% |
$10.5M - $11.3M
|
1.11M
$78.8M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
31K+ 492.19% |
$2.07M - $2.22M
|
37.3K
$2.65M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
309+ 5.94% |
$20.6K - $22.1K
|
5.51K
$391K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
446K+ 84.15% |
$29.8M - $31.9M
|
976K
$69.3M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
14.2K+ 5.81% |
$948K - $1.02M
|
258K
$18.3M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-592- 3.61% |
$39.5K - $42.3K
|
15.8K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
32.1K+ 24.41% |
$2.15M - $2.3M
|
164K
$11.6M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
107New |
$7.14K - $7.65K
|
107
$7.59K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.18KNew |
$212K - $227K
|
3.18K
$226K
|