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 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9.21K+ 3.67% |
$597K - $664K
|
260K
$18.9M
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
16.3KNew |
$1.06M - $1.18M
|
16.3K
$1.19M
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
317+ 0.94% |
$20.6K - $22.9K
|
34K
$2.47M
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
129KNew |
$8.35M - $9.28M
|
129K
$9.37M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$3.37K - $3.75K
|
6.94K
$505K
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-43- 0.03% |
$2.79K - $3.1K
|
164K
$11.9M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
519+ 7.84% |
$33.7K - $37.4K
|
7.14K
$520K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.44K- 3.62% |
$93.4K - $104K
|
38.3K
$2.79M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
104K+ 40.04% |
$6.72M - $7.47M
|
363K
$26.4M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.7K+ 23.24% |
$1.47M - $1.64M
|
120K
$8.77M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.46K- 11.84% |
$94.7K - $105K
|
10.9K
$791K
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
64K+ 107.24% |
$4.15M - $4.61M
|
124K
$9M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 60.5% |
$288K - $320K
|
11.8K
$857K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
72+ 0.17% |
$4.67K - $5.19K
|
41.5K
$3.02M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-247K- 6.32% |
$16M - $17.8M
|
3.67M
$267M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-210K- 13.18% |
$13.6M - $15.2M
|
1.39M
$101M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
274K+ 17.32% |
$17.8M - $19.8M
|
1.86M
$135M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-291- 0.36% |
$18.9K - $21K
|
81.5K
$5.93M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
46K+ 2.77% |
$2.98M - $3.32M
|
1.71M
$124M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.05K+ 13.72% |
$198K - $220K
|
25.3K
$1.84M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-43- 0.03% |
$2.79K - $3.1K
|
164K
$11.9M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
109K+ 32.97% |
$7.09M - $7.88M
|
441K
$32.1M
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
345+ 7.41% |
$22.4K - $24.9K
|
5K
$364K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.26K+ 8.28% |
$536K - $595K
|
108K
$7.86M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.21K- 1.01% |
$208K - $231K
|
313K
$22.8M
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
5.4KNew |
$350K - $389K
|
5.4K
$393K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
923KNew |
$59.9M - $66.5M
|
923K
$67.2M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.05K- 11.81% |
$68.1K - $75.6K
|
7.84K
$570K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.62K+ 5.27% |
$494K - $549K
|
152K
$11.1M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.41% |
$1.75K - $1.95K
|
6.66K
$485K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.89K+ 13.04% |
$447K - $496K
|
59.7K
$4.35M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.09K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.1K+ 10.3% |
$136K - $151K
|
22.4K
$1.63M
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-20.7K- 12.3% |
$1.34M - $1.49M
|
147K
$10.7M
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19.2K- 50.45% |
$1.24M - $1.38M
|
18.8K
$1.37M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-30.9K- 1.67% |
$2M - $2.23M
|
1.81M
$132M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-58- 1.7% |
$3.76K - $4.18K
|
3.35K
$243K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-783K- 8.3% |
$50.8M - $56.4M
|
8.64M
$629M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-146- 64.32% |
$9.47K - $10.5K
|
81
$5.89K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.62K- 4.88% |
$105K - $117K
|
31.6K
$2.3M
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 2.25% |
$85.6K - $95.2K
|
57.4K
$4.17M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.72K- 7.58% |
$306K - $340K
|
57.5K
$4.18M
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-7.81K- 2.32% |
$507K - $563K
|
329K
$24M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.6KNew |
$233K - $259K
|
3.6K
$262K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
421+ 4.21% |
$27.3K - $30.4K
|
10.4K
$759K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
165KNew |
$10.7M - $11.9M
|
165K
$12M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 16.58% |
$1.22M - $1.36M
|
94.7K
$6.89M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-57.7K- 7.1% |
$3.75M - $4.16M
|
755K
$55M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-105K- 9.61% |
$6.83M - $7.59M
|
990K
$72M
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-97.3K- 33.13% |
$6.32M - $7.02M
|
196K
$14.3M
|