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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-732- 14.73% |
$34.8K - $38.1K
|
4.24K
$300K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
941+ 17.11% |
$44.8K - $49K
|
6.44K
$455K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.21KNew |
$343K - $376K
|
7.21K
$510K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
37.5K+ 20.13% |
$1.78M - $1.95M
|
224K
$15.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.06KNew |
$193K - $212K
|
4.06K
$287K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$305K - $334K
|
6.41K
$453K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.31K+ 87.95% |
$205K - $225K
|
9.22K
$651K
|
|
| Q1 2023 | |||||||
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-9.25K- 83.08% |
$412K - $453K
|
1.88K
$133K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
425+ 99.07% |
$19K - $20.8K
|
854
$60.4K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$446 - $490
|
10
$707
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-7.51K- 5.93% |
$335K - $368K
|
119K
$8.41M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$44.6 - $49
|
6.87K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71New |
$3.17K - $3.48K
|
71
$5.02K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-88- 47.57% |
$3.93K - $4.31K
|
97
$6.86K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
815New |
$36.4K - $39.9K
|
815
$57.6K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
633+ 4.66% |
$28.2K - $31K
|
14.2K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.21K+ 0.75% |
$53.8K - $59.1K
|
162K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-800- 54.24% |
$35.7K - $39.2K
|
675
$47.7K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25.7K- 99.83% |
$1.15M - $1.26M
|
43
$3.04K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.3KNew |
$192K - $211K
|
4.3K
$304K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
791New |
$35.3K - $38.8K
|
791
$55.9K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
160New |
$7.14K - $7.84K
|
160
$11.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.42% |
$223 - $245
|
1.2K
$84.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$231K - $253K
|
5.17K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
410New |
$18.3K - $20.1K
|
410
$29K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
891New |
$39.7K - $43.7K
|
891
$63K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.3KNew |
$949K - $1.04M
|
21.3K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
488New |
$21.8K - $23.9K
|
488
$34.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.54% |
$44.6 - $49
|
186
$13.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
29.9KNew |
$1.33M - $1.46M
|
29.9K
$2.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.87K- 1.7% |
$83.5K - $91.7K
|
108K
$7.66M
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$43K - $49.1K
|
1.03K
$72.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24.8KNew |
$1.04M - $1.19M
|
24.8K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.1KNew |
$2.64M - $3.02M
|
63.1K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.8KNew |
$201K - $230K
|
4.8K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$190K - $217K
|
4.53K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$839 - $958
|
20
$1.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.08KNew |
$297K - $339K
|
7.08K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
297New |
$12.5K - $14.2K
|
297
$21K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
5.18KNew |
$217K - $248K
|
5.18K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.17K+ 6.72% |
$217K - $248K
|
82.1K
$5.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
700New |
$29.4K - $33.5K
|
700
$49.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
102New |
$4.28K - $4.89K
|
102
$7.21K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8.78K- 29.93% |
$368K - $421K
|
20.6K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.24KNew |
$346K - $395K
|
8.24K
$583K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66.5KNew |
$2.79M - $3.19M
|
66.5K
$4.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.29KNew |
$264K - $301K
|
6.29K
$444K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
107+ 0.71% |
$4.49K - $5.13K
|
15.1K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
174K+ 431.62% |
$7.3M - $8.34M
|
215K
$15.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
35.4K+ 67.42% |
$1.48M - $1.69M
|
87.8K
$6.21M
|
|