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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.92K- 11.78% |
$360K - $399K
|
44.3K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.2M+ 372965.28% |
$804M - $892M
|
13.2M
$934M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
80+ 2.27% |
$4.87K - $5.4K
|
3.6K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
52+ 0.88% |
$3.16K - $3.51K
|
5.95K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
700+ 0.8% |
$42.6K - $47.3K
|
88.6K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$643K - $714K
|
10.6K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-789- 1.71% |
$48K - $53.3K
|
45.3K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 69.05% |
$1.28M - $1.42M
|
9.46K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-194- 1.65% |
$11.8K - $13.1K
|
11.6K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.57K- 1.48% |
$217K - $241K
|
238K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27K- 5.25% |
$1.64M - $1.82M
|
487K
$34.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
110+ 41.98% |
$6.69K - $7.43K
|
372
$26.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-172- 29.6% |
$10.5K - $11.6K
|
409
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 55.01% |
$83.8K - $93K
|
1.13K
$79.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-263- 0.15% |
$16K - $17.8K
|
180K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.84KNew |
$538K - $597K
|
8.84K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-2.92K- 13.1% |
$177K - $197K
|
19.4K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.03% |
$304 - $338
|
19.6K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.37K- 2.53% |
$83.3K - $92.4K
|
52.8K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
116New |
$7.06K - $7.83K
|
116
$8.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.71K+ 7.49% |
$408K - $453K
|
96.3K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.3K- 25.93% |
$2.27M - $2.52M
|
107K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
50K+ 62.44% |
$3.04M - $3.38M
|
130K
$9.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.03K+ 8.93% |
$124K - $137K
|
24.8K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-150- 1.8% |
$9.13K - $10.1K
|
8.2K
$580K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.26K- 18.44% |
$76.9K - $85.3K
|
5.59K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.27K- 78.02% |
$77.1K - $85.5K
|
357
$25.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-133- 1.97% |
$8.09K - $8.98K
|
6.62K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.98KNew |
$303K - $336K
|
4.98K
$352K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.25K- 3.58% |
$76K - $84.3K
|
33.6K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.9K+ 7.18% |
$968K - $1.07M
|
237K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-30.7K- 22.55% |
$1.87M - $2.07M
|
106K
$7.46M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
28.7K+ 2.46% |
$1.75M - $1.94M
|
1.19M
$84.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.6KNew |
$767K - $851K
|
12.6K
$891K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
11.6K+ 180.32% |
$706K - $783K
|
18K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.5M+ 10.9% |
$213M - $236M
|
35.6M
$2.52B
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10.5KNew |
$639K - $709K
|
10.5K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.33KNew |
$141K - $157K
|
2.33K
$164K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 10.03% |
$86.7K - $96.2K
|
12.8K
$904K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
31.9K+ 35.4% |
$1.94M - $2.16M
|
122K
$8.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
30.3K+ 25.35% |
$1.84M - $2.04M
|
150K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
103+ 0.21% |
$6.27K - $6.95K
|
50.3K
$3.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3.9K+ 19.9% |
$237K - $263K
|
23.5K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-631- 23.76% |
$38.4K - $42.6K
|
2.03K
$143K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
1.2K+ 22.03% |
$73K - $81K
|
6.65K
$470K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-32K- 76.6% |
$1.95M - $2.16M
|
9.79K
$692K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 11.2% |
$319K - $353K
|
52K
$3.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-17.4K- 3.49% |
$1.06M - $1.18M
|
482K
$34.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
361+ 0.23% |
$22K - $24.4K
|
159K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
844+ 3.15% |
$51.3K - $57K
|
27.6K
$1.95M
|