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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.32K+ 49.47% |
$355K - $380K
|
16.1K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.33K+ 0.24% |
$88.8K - $95.1K
|
552K
$36.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
548+ 0.24% |
$36.6K - $39.2K
|
233K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
188+ 8.52% |
$12.6K - $13.4K
|
2.4K
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
532New |
$35.5K - $38K
|
532
$35.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.3K- 12.51% |
$686K - $735K
|
71.8K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.5M+ 14332.44% |
$1.03B - $1.11B
|
15.6M
$1.04B
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
26.3KNew |
$1.75M - $1.88M
|
26.3K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.45KNew |
$297K - $318K
|
4.45K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
598+ 16.88% |
$39.9K - $42.8K
|
4.14K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.3KNew |
$1.02M - $1.09M
|
15.3K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.63K- 10.54% |
$643K - $689K
|
81.7K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
255+ 4.57% |
$17K - $18.2K
|
5.84K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-810- 4.65% |
$54.1K - $57.9K
|
16.6K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 0.42% |
$149K - $160K
|
528K
$35.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-139- 0.5% |
$9.28K - $9.94K
|
27.8K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-511- 2.46% |
$34.1K - $36.5K
|
20.3K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
657K+ 9.11% |
$43.9M - $47M
|
7.87M
$524M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.57K- 25.83% |
$305K - $326K
|
13.1K
$872K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.37% |
$200 - $215
|
805
$53.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.19K- 1.43% |
$146K - $157K
|
151K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.31K+ 5.35% |
$354K - $380K
|
105K
$6.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.33KNew |
$423K - $453K
|
6.33K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
145+ 100.0% |
$9.68K - $10.4K
|
290
$19.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.79K+ 2.27% |
$119K - $128K
|
80.6K
$5.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
81.6K+ 38.45% |
$5.45M - $5.83M
|
294K
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
79.9KNew |
$5.34M - $5.72M
|
79.9K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
920+ 6.9% |
$61.4K - $65.8K
|
14.3K
$949K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
25.4K+ 15.27% |
$1.7M - $1.82M
|
192K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
348+ 12.93% |
$23.2K - $24.9K
|
3.04K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
63+ 0.34% |
$4.21K - $4.51K
|
18.4K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
713+ 2.16% |
$47.6K - $51K
|
33.7K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2K+ 1.61% |
$134K - $143K
|
126K
$8.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-129K- 47.48% |
$8.6M - $9.21M
|
142K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.91K+ 10.89% |
$195K - $208K
|
29.7K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-595- 5.17% |
$39.7K - $42.6K
|
10.9K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
63.1K+ 60.28% |
$4.21M - $4.51M
|
168K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-12K- 8.04% |
$800K - $857K
|
137K
$9.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
135+ 1.66% |
$9.01K - $9.66K
|
8.26K
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-19.1K- 16.96% |
$1.27M - $1.36M
|
93.4K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$1.23M - $1.32M
|
18.5K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.2KNew |
$414K - $443K
|
6.2K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.63K- 11.43% |
$109K - $116K
|
12.6K
$839K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.24K+ 8.68% |
$83.1K - $89K
|
15.6K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.95KNew |
$264K - $283K
|
3.95K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-716- 16.16% |
$47.8K - $51.2K
|
3.72K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
408KNew |
$27.3M - $29.2M
|
408K
$27.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.99K+ 1.15% |
$600K - $643K
|
788K
$52.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.87KNew |
$525K - $563K
|
7.87K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38K+ 31.35% |
$2.54M - $2.72M
|
159K
$10.6M
|