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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.83KClosed |
$248K - $276K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-198K- 37.91% |
$12.9M - $14.3M
|
325K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59K- 16.0% |
$3.83M - $4.25M
|
310K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7.54KNew |
$489K - $543K
|
7.54K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
924+ 9.61% |
$59.9K - $66.6K
|
10.5K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
21.2MNew |
$1.38B - $1.53B
|
21.2M
$1.54B
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.81K+ 3.86% |
$247K - $275K
|
103K
$7.47M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.2K+ 30.29% |
$727K - $808K
|
48.2K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.33K+ 17.37% |
$281K - $312K
|
29.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.03% |
$324 - $361
|
19.6K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.6K+ 4.19% |
$687K - $764K
|
264K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-820- 2.92% |
$53.2K - $59.1K
|
27.3K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 25.45% |
$1.88M - $2.09M
|
143K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 145.13% |
$65.7K - $73K
|
1.71K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.32K- 2.66% |
$85.6K - $95.1K
|
48.3K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-74.1K- 92.29% |
$4.81M - $5.34M
|
6.19K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
21+ 1.68% |
$1.36K - $1.51K
|
1.27K
$92.3K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.91K+ 376.73% |
$124K - $138K
|
2.42K
$176K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60.6K+ 12.9% |
$3.93M - $4.37M
|
530K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-355- 3.21% |
$23K - $25.6K
|
10.7K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 1.39% |
$10.6K - $11.8K
|
12K
$871K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.3K- 57.67% |
$863K - $959K
|
9.76K
$710K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-940- 19.97% |
$61K - $67.8K
|
3.77K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10K- 2.34% |
$650K - $722K
|
418K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.31K- 1.48% |
$604K - $671K
|
620K
$45.1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17.6K- 5.64% |
$1.14M - $1.27M
|
294K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
74.4K+ 24.08% |
$4.83M - $5.37M
|
383K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.02K+ 5.86% |
$261K - $290K
|
72.6K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
43.5K+ 21.7% |
$2.82M - $3.14M
|
244K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.7K+ 257.95% |
$3.03M - $3.37M
|
64.8K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.69K+ 3.91% |
$240K - $266K
|
98.2K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 7.51% |
$73.2K - $81.4K
|
16.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.28KNew |
$472K - $525K
|
7.28K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
321+ 0.59% |
$20.8K - $23.1K
|
55K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
183+ 0.9% |
$11.9K - $13.2K
|
20.4K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 2.13% |
$195 - $216
|
144
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.29KNew |
$278K - $309K
|
4.29K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
14.8K+ 14.25% |
$962K - $1.07M
|
119K
$8.65M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.98K- 10.71% |
$128K - $142K
|
16.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.6K+ 3.62% |
$879K - $977K
|
388K
$28.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
617K+ 22.73% |
$40.1M - $44.5M
|
3.33M
$243M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.25K+ 15.24% |
$81.1K - $90.1K
|
9.45K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-27.5K- 4.42% |
$1.78M - $1.98M
|
594K
$43.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-240- 0.96% |
$15.6K - $17.3K
|
24.9K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.1KNew |
$71.2K - $79.2K
|
1.1K
$79.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.85K+ 82.06% |
$509K - $566K
|
17.4K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.7K+ 4.59% |
$954K - $1.06M
|
335K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-868- 0.61% |
$56.3K - $62.6K
|
142K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106K+ 30.34% |
$6.89M - $7.65M
|
456K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 9.21% |
$133K - $147K
|
24.3K
$1.77M
|