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 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.08K- 91.23% |
$248K - $275K
|
392
$27K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-136K- 99.82% |
$8.27M - $9.17M
|
250
$17.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-199- 2.1% |
$12.1K - $13.4K
|
9.26K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.71KNew |
$530K - $588K
|
8.71K
$600K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
122K+ 324.51% |
$7.44M - $8.26M
|
160K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-5.52K- 10.78% |
$336K - $373K
|
45.7K
$3.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-439- 3.7% |
$26.7K - $29.6K
|
11.4K
$787K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.32K- 0.77% |
$141K - $157K
|
301K
$20.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-161K- 20.4% |
$9.8M - $10.9M
|
629K
$43.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.66K+ 5.64% |
$222K - $247K
|
68.5K
$4.72M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.69K+ 18.49% |
$103K - $114K
|
10.8K
$745K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 0.21% |
$92.1K - $102K
|
719K
$49.5M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 5.35% |
$78.5K - $87.1K
|
22.8K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
727+ 0.29% |
$44.2K - $49.1K
|
252K
$17.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$324K - $360K
|
5.33K
$367K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-350- 13.73% |
$21.3K - $23.6K
|
2.2K
$152K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.45K+ 67.87% |
$149K - $165K
|
6.05K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.2K+ 40.05% |
$742K - $824K
|
42.7K
$2.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
431+ 2.7% |
$26.2K - $29.1K
|
16.4K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
148New |
$9K - $9.99K
|
148
$10.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.26K+ 89.62% |
$320K - $355K
|
11.1K
$767K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
13.5K+ 2.71% |
$824K - $914K
|
513K
$35.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
10+ 0.07% |
$608 - $675
|
14.9K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
466K+ 339.08% |
$28.4M - $31.5M
|
604K
$41.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-81K- 16.63% |
$4.93M - $5.47M
|
406K
$28M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-243K- 12.91% |
$14.8M - $16.4M
|
1.64M
$113M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.2K+ 29.04% |
$861K - $955K
|
62.9K
$4.33M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 0.84% |
$105K - $117K
|
205K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
126K+ 29.26% |
$7.69M - $8.53M
|
558K
$38.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
6.1K+ 3.91% |
$371K - $412K
|
162K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-35- 0.55% |
$2.13K - $2.36K
|
6.38K
$440K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.1K+ 3.91% |
$371K - $412K
|
162K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-109K- 17.05% |
$6.61M - $7.33M
|
528K
$36.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-723- 0.81% |
$44K - $48.8K
|
88.6K
$6.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
362K+ 59.38% |
$22M - $24.4M
|
971K
$66.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.5K+ 12.71% |
$638K - $708K
|
93K
$6.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1K- 2.04% |
$61K - $67.6K
|
48.2K
$3.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18K- 17.09% |
$1.1M - $1.22M
|
87.3K
$6.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
19.8K+ 3.41% |
$1.2M - $1.34M
|
601K
$41.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75K+ 11.85% |
$4.56M - $5.06M
|
707K
$48.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.97K+ 28.32% |
$242K - $268K
|
18K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
11.4K+ 28.69% |
$693K - $769K
|
51.1K
$3.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
92+ 0.65% |
$5.6K - $6.21K
|
14.2K
$981K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41.9K- 11.38% |
$2.55M - $2.83M
|
326K
$22.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 4.2% |
$1.92M - $2.13M
|
720K
$49.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.57K+ 2.26% |
$95.3K - $106K
|
70.7K
$4.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.8K+ 19.38% |
$1.2M - $1.34M
|
122K
$8.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 50.8% |
$1.2M - $1.33M
|
58.6K
$4.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-215- 5.51% |
$13.1K - $14.5K
|
3.69K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-20.4K- 51.44% |
$1.24M - $1.38M
|
19.2K
$1.33M
|