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 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-595- 7.59% |
$36.2K - $40.2K
|
7.24K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
258+ 0.7% |
$15.7K - $17.4K
|
36.9K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
59+ 0.16% |
$3.59K - $3.98K
|
36.7K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-320- 2.16% |
$19.5K - $21.6K
|
14.5K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.58K- 9.3% |
$218K - $242K
|
34.9K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.21% |
$2.8K - $3.11K
|
22.2K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10.6K- 3.62% |
$647K - $718K
|
283K
$19.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.89K+ 13.26% |
$237K - $263K
|
33.2K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.32K+ 7.47% |
$80.2K - $89K
|
19K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
75.9K+ 13.09% |
$4.62M - $5.13M
|
656K
$45.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-54.2K- 21.2% |
$3.3M - $3.66M
|
202K
$13.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
11K+ 74.86% |
$666K - $740K
|
25.6K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
280+ 44.3% |
$17K - $18.9K
|
912
$62.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
433K+ 444.64% |
$26.3M - $29.2M
|
530K
$36.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.45KNew |
$210K - $233K
|
3.45K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
10.8K+ 12.77% |
$654K - $726K
|
94.9K
$6.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-712- 8.73% |
$43.3K - $48.1K
|
7.44K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.8K+ 51.72% |
$1.99M - $2.21M
|
96.1K
$6.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100K+ 21.57% |
$6.1M - $6.76M
|
565K
$38.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.92K- 4.44% |
$421K - $467K
|
149K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-40- 0.06% |
$2.43K - $2.7K
|
68.2K
$4.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
16.2KNew |
$983K - $1.09M
|
16.2K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.93K- 22.98% |
$117K - $130K
|
6.47K
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-33.7K- 12.17% |
$2.05M - $2.28M
|
243K
$16.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
59+ 0.32% |
$3.59K - $3.98K
|
18.4K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-79- 0.5% |
$4.81K - $5.33K
|
15.6K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61.9K- 12.44% |
$3.77M - $4.18M
|
436K
$30M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
34.6KNew |
$2.11M - $2.34M
|
34.6K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-649- 13.65% |
$39.5K - $43.8K
|
4.1K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
862+ 0.99% |
$52.4K - $58.2K
|
87.8K
$6.05M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-310K- 29.09% |
$18.8M - $20.9M
|
755K
$52M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.1KNew |
$250K - $277K
|
4.1K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.53K+ 2.3% |
$154K - $171K
|
113K
$7.75M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48.6KNew |
$2.96M - $3.28M
|
48.6K
$3.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.2K- 4.95% |
$4.52M - $5.01M
|
1.43M
$98.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-30- 27.27% |
$1.83K - $2.03K
|
80
$5.51K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.04KNew |
$185K - $205K
|
3.04K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85.3K+ 2.24% |
$5.19M - $5.76M
|
3.89M
$268M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
13.3K+ 1.88% |
$810K - $899K
|
721K
$49.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
122K+ 99.45% |
$7.41M - $8.22M
|
244K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-89.5K- 18.68% |
$5.45M - $6.04M
|
390K
$26.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.37K+ 11.13% |
$205K - $228K
|
33.7K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-887- 17.83% |
$54K - $59.9K
|
4.09K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-56- 0.44% |
$3.41K - $3.78K
|
12.5K
$864K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.11K+ 9.72% |
$250K - $277K
|
46.4K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
34+ 0.89% |
$2.07K - $2.3K
|
3.84K
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-161- 3.54% |
$9.8K - $10.9K
|
4.39K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.58KNew |
$218K - $242K
|
3.58K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
744+ 4.8% |
$45.3K - $50.2K
|
16.2K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.38K- 5.09% |
$266K - $296K
|
81.6K
$5.62M
|