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 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6.8K+ 6.83% |
$397K - $494K
|
106K
$7.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29.8K- 21.81% |
$1.74M - $2.17M
|
107K
$7.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.55K+ 6.2% |
$207K - $258K
|
60.8K
$4.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
973+ 5.37% |
$56.8K - $70.7K
|
19.1K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.5K+ 10.69% |
$612K - $762K
|
109K
$7.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
30.2K+ 8.16% |
$1.76M - $2.19M
|
400K
$29.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.18K+ 2.49% |
$127K - $159K
|
89.7K
$6.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.2K- 8.25% |
$1.12M - $1.39M
|
213K
$15.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
46.4K+ 11.69% |
$2.71M - $3.37M
|
443K
$32.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.42K+ 1.13% |
$82.7K - $103K
|
126K
$9.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-696- 9.06% |
$40.7K - $50.6K
|
6.98K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.46K+ 29.25% |
$85.5K - $106K
|
6.47K
$470K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-477- 8.57% |
$27.9K - $34.7K
|
5.09K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-571- 5.57% |
$33.4K - $41.5K
|
9.67K
$704K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-320K- 97.65% |
$18.7M - $23.3M
|
7.72K
$562K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14K+ 2.88% |
$819K - $1.02M
|
501K
$36.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$409 - $509
|
7
$509
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31New |
$1.81K - $2.25K
|
31
$2.26K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-109- 1.15% |
$6.37K - $7.92K
|
9.39K
$683K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.17K+ 0.78% |
$127K - $158K
|
279K
$20.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23+ 0.32% |
$1.34K - $1.67K
|
7.21K
$524K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
31.8K+ 12.14% |
$1.86M - $2.31M
|
294K
$21.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.2K+ 13.61% |
$828K - $1.03M
|
118K
$8.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-2.45K- 5.08% |
$143K - $178K
|
45.9K
$3.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
322+ 0.67% |
$18.8K - $23.4K
|
48.1K
$3.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
400+ 1.67% |
$23.4K - $29.1K
|
24.4K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
137+ 2.31% |
$8K - $9.96K
|
6.08K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-20.1K- 86.91% |
$1.17M - $1.46M
|
3.03K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
335+ 6.74% |
$19.6K - $24.4K
|
5.31K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.25K- 5.12% |
$73.2K - $91.2K
|
23.3K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-241- 13.16% |
$14.1K - $17.5K
|
1.59K
$116K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-33.9K- 4.2% |
$1.98M - $2.46M
|
774K
$56.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.41K+ 75.66% |
$82.1K - $102K
|
3.26K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 21.56% |
$2.75K - $3.42K
|
171
$12.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
574+ 0.79% |
$33.5K - $41.7K
|
73.5K
$5.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
859New |
$50.2K - $62.4K
|
859
$62.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
27+ 41.54% |
$1.58K - $1.96K
|
92
$6.69K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.41K+ 5.08% |
$199K - $248K
|
70.5K
$5.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
189K+ 76.86% |
$11M - $13.7M
|
434K
$31.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.8K+ 13.14% |
$1.45M - $1.8M
|
213K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
44.3K+ 16.31% |
$2.59M - $3.22M
|
316K
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.65KNew |
$213K - $265K
|
3.65K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
7.71KNew |
$450K - $560K
|
7.71K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 0.4% |
$1.52K - $1.89K
|
6.47K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.4K+ 15.78% |
$1.37M - $1.7M
|
172K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
688+ 16.41% |
$40.2K - $50K
|
4.88K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9KNew |
$169K - $211K
|
2.9K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.01K- 3.87% |
$351K - $437K
|
149K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.02K+ 20.68% |
$410K - $510K
|
41K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
206+ 2.7% |
$12K - $15K
|
7.82K
$569K
|