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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2KNew |
$100K - $108K
|
2K
$133K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-16.7K- 9.05% |
$837K - $899K
|
168K
$11.2M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.84KNew |
$183K - $200K
|
3.84K
$256K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.5KNew |
$214K - $234K
|
4.5K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$81.8K - $89.6K
|
1.72K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.04KNew |
$430K - $471K
|
9.04K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
190KNew |
$9.01M - $9.88M
|
190K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
49.3KNew |
$2.34M - $2.57M
|
49.3K
$3.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31KNew |
$1.47M - $1.61M
|
31K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.88KNew |
$327K - $358K
|
6.88K
$459K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-28.8K- 5.69% |
$1.37M - $1.5M
|
478K
$31.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.5KNew |
$309K - $339K
|
6.5K
$433K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
65New |
$3.09K - $3.39K
|
65
$4.34K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 77.78% |
$1.66K - $1.82K
|
10
$667
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18New |
$856 - $938
|
18
$1.2K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.52K+ 30.5% |
$310K - $340K
|
27.9K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
461+ 0.34% |
$21.9K - $24K
|
136K
$9.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$630K - $690K
|
13.2K
$883K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-15.2K- 6.25% |
$723K - $792K
|
228K
$15.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21.3K+ 45.07% |
$1.02M - $1.11M
|
68.7K
$4.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-25.1K- 6.39% |
$1.19M - $1.31M
|
367K
$24.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$761 - $834
|
16
$1.07K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.39K- 99.93% |
$66.3K - $72.6K
|
1
$66.7
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-8.62K- 12.62% |
$410K - $449K
|
59.7K
$3.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.56% |
$11.8K - $12.9K
|
44.1K
$2.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-732- 14.73% |
$34.8K - $38.1K
|
4.24K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
941+ 17.11% |
$44.8K - $49K
|
6.44K
$430K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.21KNew |
$343K - $376K
|
7.21K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
37.5K+ 20.13% |
$1.78M - $1.95M
|
224K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.06KNew |
$193K - $212K
|
4.06K
$271K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$305K - $334K
|
6.41K
$427K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.31K+ 87.95% |
$205K - $225K
|
9.22K
$615K
|
|
| Q1 2023 | |||||||
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-9.25K- 83.08% |
$412K - $453K
|
1.88K
$126K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
425+ 99.07% |
$19K - $20.8K
|
854
$57K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$446 - $490
|
10
$667
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-7.51K- 5.93% |
$335K - $368K
|
119K
$7.94M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$44.6 - $49
|
6.87K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71New |
$3.17K - $3.48K
|
71
$4.74K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-88- 47.57% |
$3.93K - $4.31K
|
97
$6.47K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
815New |
$36.4K - $39.9K
|
815
$54.4K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
633+ 4.66% |
$28.2K - $31K
|
14.2K
$948K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.21K+ 0.75% |
$53.8K - $59.1K
|
162K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-800- 54.24% |
$35.7K - $39.2K
|
675
$45K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25.7K- 99.83% |
$1.15M - $1.26M
|
43
$2.87K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.3KNew |
$192K - $211K
|
4.3K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
791New |
$35.3K - $38.8K
|
791
$52.8K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
160New |
$7.14K - $7.84K
|
160
$10.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.42% |
$223 - $245
|
1.2K
$79.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$231K - $253K
|
5.17K
$345K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
410New |
$18.3K - $20.1K
|
410
$27.3K
|
|