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 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.6KNew |
$819K - $910K
|
12.6K
$918K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-703- 3.22% |
$45.6K - $50.7K
|
21.1K
$1.54M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15- 15.31% |
$973 - $1.08K
|
83
$6.04K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.93K- 5.09% |
$580K - $644K
|
166K
$12.1M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.4K- 1.89% |
$285K - $317K
|
228K
$16.6M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-97- 2.63% |
$6.29K - $6.99K
|
3.59K
$261K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.95M- 96.11% |
$191M - $213M
|
119K
$8.69M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25.9K+ 34.93% |
$1.68M - $1.87M
|
100K
$7.29M
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
153+ 1.62% |
$9.93K - $11K
|
9.61K
$700K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36.5K- 0.73% |
$2.37M - $2.63M
|
4.98M
$362M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30New |
$1.95K - $2.16K
|
30
$2.18K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-73- 2.2% |
$4.74K - $5.26K
|
3.25K
$236K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
133K+ 9.38% |
$8.61M - $9.57M
|
1.55M
$113M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-36K- 6.53% |
$2.34M - $2.6M
|
516K
$37.5M
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
24.2K+ 11.48% |
$1.57M - $1.75M
|
235K
$17.1M
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.3KNew |
$799K - $888K
|
12.3K
$896K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.42% |
$64.9 - $72.1
|
238
$17.3K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-7- 5.38% |
$454 - $505
|
123
$8.95K
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.7KNew |
$827K - $919K
|
12.7K
$927K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
774K+ 5.0% |
$50.2M - $55.8M
|
16.2M
$1.18B
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
5.81KNew |
$377K - $419K
|
5.81K
$423K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
428K+ 12.22% |
$27.8M - $30.9M
|
3.93M
$286M
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-22- 0.15% |
$1.43K - $1.59K
|
14.3K
$1.04M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8.07K+ 14.47% |
$524K - $582K
|
63.9K
$4.65M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.35K+ 0.95% |
$217K - $242K
|
357K
$26M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 10.6% |
$7.21M - $8.01M
|
1.16M
$84.4M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.01K+ 9.66% |
$584K - $649K
|
102K
$7.44M
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
88.7KNew |
$5.76M - $6.4M
|
88.7K
$6.46M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.35K+ 46.22% |
$477K - $530K
|
23.3K
$1.69M
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-106K- 15.51% |
$6.85M - $7.61M
|
575K
$41.9M
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
303+ 8.12% |
$19.7K - $21.8K
|
4.04K
$294K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
513New |
$33.3K - $37K
|
513
$37.3K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2K+ 6.68% |
$920K - $1.02M
|
226K
$16.5M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.96% |
$389 - $433
|
617
$44.9K
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
590+ 4.09% |
$38.3K - $42.5K
|
15K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 60.34% |
$1.53M - $1.7M
|
62.6K
$4.55M
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.18K- 27.24% |
$141K - $157K
|
5.81K
$423K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.04% |
$130 - $144
|
5.36K
$390K
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.3% |
$843 - $937
|
4.32K
$314K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.35K- 4.81% |
$87.3K - $97K
|
26.6K
$1.94M
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-200K- 50.68% |
$13M - $14.5M
|
195K
$14.2M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
692+ 3.43% |
$44.9K - $49.9K
|
20.9K
$1.52M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.9K- 13.58% |
$3.82M - $4.24M
|
375K
$27.3M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.7K- 91.15% |
$499K - $555K
|
747
$54.4K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.51K- 3.16% |
$163K - $181K
|
77K
$5.6M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-749- 7.36% |
$48.6K - $54K
|
9.43K
$686K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.49K+ 4.55% |
$96.7K - $108K
|
34.2K
$2.49M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-326- 8.25% |
$21.2K - $23.5K
|
3.63K
$264K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
41.6K+ 8.26% |
$2.7M - $3M
|
546K
$39.7M
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
16.6K+ 5.55% |
$1.08M - $1.2M
|
316K
$23M
|