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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.58K- 35.97% |
$239K - $256K
|
6.38K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.4K- 4.45% |
$1.63M - $1.74M
|
523K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.27K- 13.84% |
$419K - $448K
|
39K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
27.6K+ 32.2% |
$1.85M - $1.98M
|
113K
$7.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.18K+ 6.79% |
$480K - $514K
|
113K
$7.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$798K - $854K
|
11.9K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.58K+ 61.12% |
$172K - $184K
|
6.8K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
53.4K+ 451.01% |
$3.57M - $3.82M
|
65.3K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.67K+ 60.62% |
$512K - $549K
|
20.3K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.44K+ 1.61% |
$497K - $532K
|
470K
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-9.98K- 1.69% |
$667K - $714K
|
582K
$38.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.8K+ 1.11% |
$120K - $128K
|
164K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7.6K+ 1.68% |
$507K - $543K
|
459K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
363K+ 20.92% |
$24.3M - $26M
|
2.1M
$140M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17KNew |
$278K - $298K
|
4.17K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.37K- 34.21% |
$292K - $313K
|
8.41K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
185+ 1.52% |
$12.4K - $13.2K
|
12.3K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
43.8KNew |
$2.92M - $3.13M
|
43.8K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
59.7KNew |
$3.98M - $4.27M
|
59.7K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
182K+ 12.99% |
$12.1M - $13M
|
1.58M
$105M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 0.81% |
$1.3M - $1.39M
|
2.37M
$158M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.52K+ 34.46% |
$435K - $466K
|
25.4K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.8K+ 17.34% |
$3.12M - $3.35M
|
317K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.97KNew |
$198K - $212K
|
2.97K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 10.49% |
$67.8K - $72.7K
|
8.67K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22.1KNew |
$1.48M - $1.58M
|
22.1K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
782+ 1.3% |
$52.2K - $55.9K
|
60.9K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
180+ 1.44% |
$12K - $12.9K
|
12.7K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.8K+ 1.11% |
$120K - $128K
|
164K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.33K- 21.51% |
$88.7K - $95.1K
|
4.85K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
145KNew |
$9.7M - $10.4M
|
145K
$9.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
120KNew |
$8.02M - $8.59M
|
120K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
18.1KNew |
$1.21M - $1.3M
|
18.1K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
28New |
$1.87K - $2K
|
28
$1.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
881KNew |
$58.8M - $63M
|
881K
$58.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
135KNew |
$9M - $9.64M
|
135K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
566+ 3.67% |
$37.8K - $40.5K
|
16K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.13K+ 4.54% |
$75.1K - $80.5K
|
25.9K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.86K+ 108.94% |
$591K - $633K
|
17K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
291K+ 12.26% |
$19.4M - $20.8M
|
2.66M
$177M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.26K+ 37.09% |
$84.1K - $90.1K
|
4.66K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-14.6K- 78.2% |
$978K - $1.05M
|
4.08K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
553New |
$36.9K - $39.6K
|
553
$36.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
906+ 1.76% |
$60.5K - $64.8K
|
52.4K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.87K+ 19.41% |
$592K - $635K
|
54.6K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
12+ 0.97% |
$801 - $858
|
1.25K
$83K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$20K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-102- 0.89% |
$6.81K - $7.3K
|
11.3K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.21M- 11.4% |
$81M - $86.8M
|
9.43M
$628M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
59.5K+ 176.6% |
$3.97M - $4.26M
|
93.2K
$6.2M
|