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 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.48KNew |
$212K - $235K
|
3.48K
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.44K+ 1.62% |
$87.9K - $97.5K
|
90.5K
$6.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.02KNew |
$245K - $271K
|
4.02K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.8K- 8.15% |
$1.51M - $1.67M
|
279K
$19.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-876- 0.56% |
$53.3K - $59.1K
|
156K
$10.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.09K- 1.38% |
$188K - $208K
|
220K
$15.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.5K+ 14.13% |
$638K - $708K
|
84.7K
$5.84M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 59.67% |
$173K - $192K
|
7.62K
$525K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15K+ 10.39% |
$914K - $1.01M
|
160K
$11M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26K+ 3.91% |
$1.58M - $1.76M
|
692K
$47.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-138K- 19.03% |
$8.38M - $9.3M
|
586K
$40.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.9K+ 174.93% |
$542K - $601K
|
14K
$964K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-4.59K- 2.12% |
$279K - $310K
|
212K
$14.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
32.6K+ 48.84% |
$1.98M - $2.2M
|
99.3K
$6.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.91K+ 7.66% |
$238K - $264K
|
55K
$3.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-690- 4.92% |
$42K - $46.6K
|
13.3K
$919K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
755+ 3595.24% |
$45.9K - $51K
|
776
$53.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.37K+ 6.04% |
$144K - $160K
|
41.6K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$365 - $405
|
3.89K
$268K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.1KNew |
$553K - $614K
|
9.1K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.4K+ 30.93% |
$511K - $567K
|
35.5K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$243 - $270
|
3.78K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
91.7KNew |
$5.58M - $6.19M
|
91.7K
$6.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-256- 6.08% |
$15.6K - $17.3K
|
3.95K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 5.68% |
$71.7K - $79.5K
|
19.6K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.06K- 3.55% |
$308K - $342K
|
137K
$9.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.14K+ 6.09% |
$252K - $279K
|
72K
$4.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
242New |
$14.7K - $16.3K
|
242
$16.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.88K- 6.69% |
$358K - $397K
|
82.1K
$5.65M
|
|
|
Oct 24, 2024
Q3 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
4.59M+ 154.38% |
$279M - $310M
|
7.56M
$520M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13- 11.71% |
$791 - $878
|
98
$6.75K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.85K- 6.05% |
$113K - $125K
|
28.7K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.21K+ 3.64% |
$500K - $554K
|
234K
$16.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.05KNew |
$247K - $274K
|
4.05K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.1K- 8.09% |
$738K - $819K
|
138K
$9.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.19K+ 7.16% |
$72.3K - $80.2K
|
17.8K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-8.97K- 62.89% |
$545K - $605K
|
5.29K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$245K - $272K
|
4.04K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 18.58% |
$322K - $357K
|
33.7K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.34K- 26.87% |
$325K - $360K
|
14.5K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.78K+ 9.43% |
$352K - $390K
|
67.1K
$4.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-31.5K- 9.19% |
$1.92M - $2.13M
|
312K
$21.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11.1K+ 35.62% |
$674K - $748K
|
42.2K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
42.3K+ 12.39% |
$2.57M - $2.85M
|
383K
$26.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
50.8K+ 2.16% |
$3.09M - $3.43M
|
2.4M
$165M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.47K+ 11.41% |
$272K - $302K
|
43.7K
$3.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.08K- 0.63% |
$65.7K - $72.9K
|
171K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.79K- 16.58% |
$169K - $188K
|
14K
$966K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
BUY
|
- |
18.8K+ 2.17% |
$1.14M - $1.27M
|
883K
$60.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
51.1K+ 399.96% |
$3.11M - $3.45M
|
63.9K
$4.4M
|