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 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5- 0.03% |
$334 - $358
|
15.8K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.71K+ 45.79% |
$181K - $194K
|
8.62K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32.5K+ 3.37% |
$2.17M - $2.33M
|
999K
$70.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
4.82KNew |
$322K - $345K
|
4.82K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.09% |
$5.41K - $5.79K
|
7.52K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
36.6K+ 20.97% |
$2.44M - $2.62M
|
211K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.6K- 2.4% |
$107K - $115K
|
65.2K
$4.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
617K+ 863.84% |
$41.2M - $44.1M
|
688K
$48.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.42K+ 7.19% |
$161K - $173K
|
36K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$200 - $215
|
934
$66K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-114- 0.7% |
$7.61K - $8.15K
|
16.2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.3K+ 9.75% |
$1.75M - $1.88M
|
296K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
31.6K+ 6.92% |
$2.11M - $2.26M
|
489K
$34.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2- 0.01% |
$134 - $143
|
17.6K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.03K- 1.96% |
$402K - $431K
|
302K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$200 - $215
|
5.03K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
360+ 1.12% |
$24K - $25.7K
|
32.6K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
101+ 0.17% |
$6.74K - $7.22K
|
58.2K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.01K+ 30.51% |
$67.6K - $72.4K
|
4.33K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
631New |
$42.1K - $45.1K
|
631
$44.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
702+ 14.25% |
$46.9K - $50.2K
|
5.63K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 2.4% |
$15K - $16.1K
|
9.61K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
349+ 1.93% |
$23.3K - $25K
|
18.4K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-194K- 21.36% |
$13M - $13.9M
|
716K
$50.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
4.61K+ 9.38% |
$307K - $329K
|
53.7K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
503+ 4.68% |
$33.6K - $36K
|
11.3K
$796K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
17.3K+ 58.84% |
$1.15M - $1.24M
|
46.7K
$3.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.85KNew |
$657K - $704K
|
9.85K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 7.32% |
$702K - $752K
|
154K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-301- 8.13% |
$20.1K - $21.5K
|
3.4K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.46K+ 14.21% |
$231K - $247K
|
27.8K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
46.5K+ 31.18% |
$3.1M - $3.32M
|
195K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.2K+ 2.59% |
$414K - $443K
|
246K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.75K+ 21.22% |
$117K - $125K
|
10K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.37% |
$66.8 - $71.5
|
74
$5.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.24KNew |
$350K - $375K
|
5.24K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
17.1K+ 19.84% |
$1.14M - $1.22M
|
103K
$7.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-161K- 13.26% |
$10.8M - $11.5M
|
1.05M
$74.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22K- 47.39% |
$1.47M - $1.57M
|
24.4K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-137- 0.71% |
$9.15K - $9.8K
|
19.1K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
139+ 0.73% |
$9.28K - $9.94K
|
19.1K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-863K- 87.31% |
$57.6M - $61.7M
|
125K
$8.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
11K+ 2.19% |
$731K - $784K
|
511K
$36.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.53K+ 121.22% |
$302K - $324K
|
8.27K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-51- 63.75% |
$3.41K - $3.65K
|
29
$2.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.22KNew |
$215K - $230K
|
3.22K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-870- 8.74% |
$58.1K - $62.2K
|
9.09K
$642K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
321+ 1.37% |
$21.4K - $23K
|
23.7K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
54+ 0.38% |
$3.61K - $3.86K
|
14.3K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.7K- 2.18% |
$1.98M - $2.12M
|
1.33M
$94M
|