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 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
13.8K+ 85.19% |
$840K - $932K
|
30K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4+ 0.01% |
$243 - $270
|
41K
$2.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.3% |
$791 - $878
|
4.29K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-13.9K- 49.78% |
$846K - $939K
|
14K
$967K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
69K+ 86.34% |
$4.2M - $4.66M
|
149K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.78K- 0.35% |
$108K - $120K
|
500K
$34.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$1.46K - $1.62K
|
24
$1.65K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-554- 1.4% |
$33.7K - $37.4K
|
39.1K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.7K+ 72.93% |
$712K - $790K
|
27.7K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
34K+ 7.41% |
$2.07M - $2.29M
|
493K
$33.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-55.2K- 5.86% |
$3.36M - $3.73M
|
887K
$61.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.18K- 1.76% |
$71.9K - $79.7K
|
66.1K
$4.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-21.3K- 19.87% |
$1.3M - $1.44M
|
86.1K
$5.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
24.5K+ 3.41% |
$1.49M - $1.65M
|
743K
$51.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-100- 0.54% |
$6.08K - $6.75K
|
18.3K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.96K+ 8.54% |
$119K - $132K
|
24.9K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
7.93K+ 2.1% |
$483K - $535K
|
385K
$26.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-884- 34.56% |
$53.8K - $59.7K
|
1.67K
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.89K- 13.33% |
$115K - $127K
|
12.3K
$845K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.92K+ 1.88% |
$299K - $332K
|
267K
$18.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19.7K+ 29.21% |
$1.2M - $1.33M
|
87.1K
$6M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-671- 16.15% |
$40.8K - $45.3K
|
3.49K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
17.7KNew |
$1.08M - $1.19M
|
17.7K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.9K+ 8.76% |
$116K - $128K
|
23.6K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-64.4K- 8.94% |
$3.92M - $4.35M
|
656K
$45.2M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
158+ 0.51% |
$9.61K - $10.7K
|
30.9K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16.3K+ 12.24% |
$995K - $1.1M
|
150K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
117+ 0.87% |
$7.12K - $7.9K
|
13.6K
$935K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.84K+ 1.72% |
$295K - $327K
|
286K
$19.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.32K- 19.55% |
$141K - $156K
|
9.53K
$656K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-121K- 51.92% |
$7.38M - $8.19M
|
112K
$7.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
97New |
$5.9K - $6.55K
|
97
$6.68K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 47.09% |
$106K - $117K
|
1.95K
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.19K+ 36.95% |
$255K - $283K
|
15.5K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.17K- 14.41% |
$193K - $214K
|
18.8K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 1.05% |
$394K - $437K
|
611K
$42.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
131K+ 31.79% |
$7.97M - $8.85M
|
543K
$37.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-40- 0.08% |
$2.43K - $2.7K
|
47.6K
$3.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
32.3K+ 115.2% |
$1.96M - $2.18M
|
60.3K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.1K- 95.98% |
$250K - $277K
|
172
$11.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-70.6K- 32.08% |
$4.3M - $4.77M
|
150K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.6K+ 14.81% |
$97.3K - $108K
|
12.4K
$854K
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
166KNew |
$10.1M - $11.2M
|
166K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35- 0.06% |
$2.13K - $2.36K
|
56.5K
$3.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-1.59K- 14.23% |
$96.9K - $107K
|
9.6K
$661K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-355- 4.18% |
$21.6K - $24K
|
8.13K
$560K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
30.3KNew |
$1.84M - $2.04M
|
30.3K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.95K+ 4.6% |
$119K - $132K
|
44.4K
$3.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-96.6K- 10.52% |
$5.88M - $6.52M
|
821K
$56.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.25K- 4.19% |
$75.9K - $84.3K
|
28.5K
$1.96M
|