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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.33K+ 29.24% |
$209K - $243K
|
19.1K
$1.35M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.97KNew |
$192K - $223K
|
3.97K
$281K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.58K+ 293.69% |
$79.3K - $85.2K
|
2.12K
$150K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43New |
$2.15K - $2.31K
|
43
$3.04K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.71% |
$100 - $108
|
282
$19.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$521K - $560K
|
10.4K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28New |
$1.4K - $1.51K
|
28
$1.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-17.7K- 25.9% |
$886K - $952K
|
50.6K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.1KNew |
$755K - $811K
|
15.1K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
7.8KNew |
$391K - $420K
|
7.8K
$551K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
178KNew |
$8.89M - $9.56M
|
178K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
669KNew |
$33.5M - $36M
|
669K
$47.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 31.4% |
$532K - $571K
|
23.2K
$1.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
620New |
$31.1K - $33.4K
|
620
$43.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
76.8KNew |
$3.85M - $4.13M
|
76.8K
$5.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-9.23K- 8.03% |
$462K - $497K
|
106K
$7.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
78New |
$3.91K - $4.2K
|
78
$5.51K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$60.1K - $64.5K
|
1.2K
$84.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
15+ 0.37% |
$751 - $807
|
4.12K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
877+ 7.65% |
$43.9K - $47.2K
|
12.3K
$872K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.94KNew |
$398K - $427K
|
7.94K
$561K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40New |
$2K - $2.15K
|
40
$2.83K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
BUY
|
PUT |
200New |
$10K - $10.8K
|
200
$14.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
265KNew |
$13.3M - $14.3M
|
265K
$18.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
138+ 1.37% |
$6.91K - $7.43K
|
10.2K
$720K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2KNew |
$100K - $108K
|
2K
$141K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-16.7K- 9.05% |
$837K - $899K
|
168K
$11.9M
|
|
| Q2 2023 | |||||||
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.5KNew |
$214K - $234K
|
4.5K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$81.8K - $89.6K
|
1.72K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.04KNew |
$430K - $471K
|
9.04K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$143 - $156
|
7.6K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
190KNew |
$9.01M - $9.88M
|
190K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
49.3KNew |
$2.34M - $2.57M
|
49.3K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31KNew |
$1.47M - $1.61M
|
31K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.88KNew |
$327K - $358K
|
6.88K
$486K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-28.8K- 5.69% |
$1.37M - $1.5M
|
478K
$33.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.5KNew |
$309K - $339K
|
6.5K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
65New |
$3.09K - $3.39K
|
65
$4.59K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 77.78% |
$1.66K - $1.82K
|
10
$707
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18New |
$856 - $938
|
18
$1.27K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.52K+ 30.5% |
$310K - $340K
|
27.9K
$1.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
461+ 0.34% |
$21.9K - $24K
|
136K
$9.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$630K - $690K
|
13.2K
$936K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-15.2K- 6.25% |
$723K - $792K
|
228K
$16.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21.3K+ 45.07% |
$1.02M - $1.11M
|
68.7K
$4.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-25.1K- 6.39% |
$1.19M - $1.31M
|
367K
$26M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$761 - $834
|
16
$1.13K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.39K- 99.93% |
$66.3K - $72.6K
|
1
$70.7
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-8.62K- 12.62% |
$410K - $449K
|
59.7K
$4.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.56% |
$11.8K - $12.9K
|
44.1K
$3.12M
|
|