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 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-28- 0.1% |
$1.87K - $2K
|
26.7K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
280+ 6.59% |
$18.7K - $20K
|
4.53K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-698- 2.44% |
$46.6K - $49.9K
|
28K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
597+ 9.35% |
$39.9K - $42.7K
|
6.98K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-830- 1.74% |
$55.4K - $59.4K
|
46.8K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
558+ 4.88% |
$37.3K - $39.9K
|
12K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533New |
$35.6K - $38.1K
|
533
$37.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
205+ 0.3% |
$13.7K - $14.7K
|
68.7K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12.4K+ 7.94% |
$825K - $884K
|
168K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
23.9KNew |
$1.6M - $1.71M
|
23.9K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.01M+ 126.49% |
$67.4M - $72.2M
|
1.81M
$128M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24K- 5.32% |
$1.61M - $1.72M
|
428K
$30.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-68- 0.31% |
$4.54K - $4.86K
|
22.2K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 6.28% |
$407K - $436K
|
91.1K
$6.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.9K- 10.38% |
$796K - $853K
|
103K
$7.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 80.0% |
$534 - $572
|
2
$142
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.3% |
$134 - $143
|
674
$47.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
148+ 3.27% |
$9.88K - $10.6K
|
4.67K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$783K - $839K
|
11.7K
$832K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-430- 0.85% |
$28.7K - $30.8K
|
50.4K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
676+ 8.87% |
$45.1K - $48.3K
|
8.29K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
94+ 10.16% |
$6.28K - $6.72K
|
1.02K
$72.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-21.5K- 48.07% |
$1.43M - $1.54M
|
23.2K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
22KNew |
$1.47M - $1.58M
|
22K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
50.1KNew |
$3.35M - $3.58M
|
50.1K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.07K- 3.0% |
$71.4K - $76.5K
|
34.6K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 39.72% |
$112K - $120K
|
5.92K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.87K+ 1.72% |
$525K - $563K
|
464K
$32.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 7.02% |
$131K - $140K
|
29.9K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
662+ 10.24% |
$44.2K - $47.3K
|
7.13K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-750K- 89.87% |
$50M - $53.6M
|
84.5K
$6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.3K+ 13.47% |
$6.36M - $6.81M
|
803K
$57M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.62K- 5.48% |
$509K - $545K
|
131K
$9.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.34K- 2.09% |
$223K - $239K
|
156K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.52K+ 14.85% |
$101K - $108K
|
11.7K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
18.5KNew |
$1.23M - $1.32M
|
18.5K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-463- 5.32% |
$30.9K - $33.1K
|
8.25K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-606- 15.33% |
$40.5K - $43.3K
|
3.35K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.4K+ 6.55% |
$1.43M - $1.53M
|
348K
$24.7M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
21.2K+ 189.22% |
$1.41M - $1.51M
|
32.3K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
38.5K+ 37.11% |
$2.57M - $2.75M
|
142K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-94.8K- 24.63% |
$6.33M - $6.78M
|
290K
$20.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
17K+ 39.73% |
$1.13M - $1.21M
|
59.6K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.4KNew |
$961K - $1.03M
|
14.4K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.24KNew |
$283K - $303K
|
4.24K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
127KNew |
$8.5M - $9.1M
|
127K
$9.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
237New |
$15.8K - $17K
|
237
$16.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
1.83K+ 9.27% |
$122K - $131K
|
21.6K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.03K- 5.63% |
$202K - $217K
|
50.8K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-276- 7.75% |
$18.4K - $19.7K
|
3.28K
$233K
|