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 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-762- 4.17% |
$46.4K - $51.4K
|
17.5K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-626K- 89.76% |
$38.1M - $42.3M
|
71.4K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-93- 1.21% |
$5.66K - $6.28K
|
7.62K
$525K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.24K- 21.87% |
$75.4K - $83.7K
|
4.43K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.88K- 13.27% |
$115K - $127K
|
12.3K
$847K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
63.1K+ 33.14% |
$3.84M - $4.26M
|
254K
$17.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.43K+ 7.96% |
$148K - $164K
|
32.9K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-227- 0.06% |
$13.8K - $15.3K
|
401K
$27.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.34K- 9.75% |
$386K - $428K
|
58.7K
$4.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-296K- 5.86% |
$18M - $20M
|
4.76M
$328M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-26- 0.1% |
$1.58K - $1.76K
|
27K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.91K- 5.69% |
$299K - $331K
|
81.3K
$5.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.03K- 6.36% |
$62.5K - $69.4K
|
15.1K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
37.8K+ 10.2% |
$2.3M - $2.55M
|
408K
$28.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19+ 0.43% |
$1.16K - $1.28K
|
4.42K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
222+ 4.04% |
$13.5K - $15K
|
5.72K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-666- 1.55% |
$40.5K - $45K
|
42.3K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.3K+ 3.33% |
$751K - $833K
|
382K
$26.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.02K- 2.04% |
$61.8K - $68.5K
|
48.7K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.56K+ 108.03% |
$521K - $578K
|
16.5K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-20.2K- 11.54% |
$1.23M - $1.36M
|
155K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.6KNew |
$341K - $378K
|
5.6K
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.8K+ 399.29% |
$1.26M - $1.4M
|
26K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
40.4K+ 20.2% |
$2.46M - $2.73M
|
241K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.49K- 1.69% |
$90.7K - $101K
|
86.6K
$5.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.6K- 6.07% |
$1.13M - $1.26M
|
289K
$19.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-64.3K- 17.21% |
$3.91M - $4.34M
|
309K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.3K+ 23.38% |
$201K - $223K
|
17.4K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
51.1K+ 18.99% |
$3.11M - $3.45M
|
320K
$22M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.9K+ 19.37% |
$845K - $937K
|
85.6K
$5.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
51+ 0.28% |
$3.1K - $3.44K
|
18.4K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 3.14% |
$844K - $937K
|
456K
$31.4M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38.2K- 57.13% |
$2.32M - $2.58M
|
28.7K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10.6K+ 1.37% |
$643K - $713K
|
779K
$53.7M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.66K+ 81.54% |
$344K - $382K
|
12.6K
$868K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.09K- 6.98% |
$553K - $614K
|
121K
$8.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
69+ 0.96% |
$4.2K - $4.66K
|
7.28K
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.9K- 3.83% |
$1.33M - $1.48M
|
551K
$37.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-664- 1.04% |
$40.4K - $44.8K
|
63K
$4.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
17.9K+ 6.71% |
$1.09M - $1.21M
|
285K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.06K- 8.25% |
$64.6K - $71.7K
|
11.8K
$814K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.71K- 6.28% |
$226K - $251K
|
55.4K
$3.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-108K- 11.51% |
$6.58M - $7.3M
|
832K
$57.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 5.96% |
$184K - $205K
|
53.8K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-11.4K- 15.89% |
$695K - $771K
|
60.5K
$4.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-22.9K- 1.23% |
$1.39M - $1.54M
|
1.84M
$127M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
11.3KNew |
$687K - $762K
|
11.3K
$778K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
776+ 1.54% |
$47.2K - $52.4K
|
51K
$3.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
254+ 1.24% |
$15.5K - $17.1K
|
20.8K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.89K- 12.04% |
$297K - $330K
|
35.7K
$2.46M
|