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 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-12.8K- 59.23% |
$781K - $867K
|
8.84K
$609K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.64K+ 21.75% |
$100K - $111K
|
9.2K
$634K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$183 - $203
|
931
$64.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
814+ 1.11% |
$49.5K - $55K
|
74.4K
$5.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-146- 0.89% |
$8.88K - $9.86K
|
16.3K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
723+ 12.05% |
$44K - $48.8K
|
6.72K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-32.6K- 77.0% |
$1.98M - $2.2M
|
9.73K
$670K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.2K- 59.92% |
$72.9K - $80.9K
|
802
$55.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.1K+ 7.89% |
$4.08M - $4.53M
|
918K
$63.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-540- 0.46% |
$32.9K - $36.5K
|
118K
$8.09M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.85K- 1.95% |
$113K - $125K
|
93.3K
$6.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.4K+ 6.98% |
$5.08M - $5.63M
|
1.28M
$88.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.72K+ 10.44% |
$104K - $116K
|
18.1K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-56.9K- 55.98% |
$3.46M - $3.84M
|
44.7K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.01K- 1.7% |
$61.3K - $68K
|
58.1K
$4.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.7K- 1.38% |
$2.29M - $2.55M
|
2.69M
$185M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.26K+ 75.28% |
$198K - $220K
|
7.59K
$523K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
143New |
$8.7K - $9.65K
|
143
$9.85K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$60.8 - $67.5
|
1.81K
$125K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-238- 5.68% |
$14.5K - $16.1K
|
3.95K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
223+ 10.89% |
$13.6K - $15.1K
|
2.27K
$156K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-151- 0.12% |
$9.19K - $10.2K
|
122K
$8.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
51+ 0.05% |
$3.1K - $3.44K
|
113K
$7.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.3K- 2.59% |
$79.3K - $88K
|
49.1K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
351+ 1.41% |
$21.4K - $23.7K
|
25.3K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.58K+ 2.82% |
$157K - $174K
|
94.3K
$6.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
31.1K+ 2.92% |
$1.89M - $2.1M
|
1.1M
$75.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
20.1K+ 90.7% |
$1.22M - $1.36M
|
42.2K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 0.32% |
$791 - $878
|
4.07K
$280K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.65K- 15.25% |
$222K - $247K
|
20.3K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.34K+ 39.73% |
$325K - $361K
|
18.8K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-801- 0.09% |
$48.7K - $54.1K
|
883K
$60.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6KNew |
$703K - $781K
|
11.6K
$797K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
43+ 0.32% |
$2.62K - $2.9K
|
13.5K
$928K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.76K+ 3.83% |
$168K - $187K
|
75K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.61K- 0.77% |
$281K - $311K
|
592K
$40.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
421+ 4.37% |
$25.6K - $28.4K
|
10K
$692K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-227- 0.31% |
$13.8K - $15.3K
|
72.9K
$5.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44+ 0.2% |
$2.68K - $2.97K
|
21.8K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.09KNew |
$188K - $209K
|
3.09K
$213K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.31K- 40.7% |
$506K - $561K
|
12.1K
$834K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.31KNew |
$201K - $223K
|
3.31K
$228K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
38K+ 9.22% |
$2.31M - $2.57M
|
451K
$31M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
46.3K+ 7.52% |
$2.82M - $3.13M
|
663K
$45.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-30- 0.13% |
$1.83K - $2.03K
|
23.7K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
204+ 1.93% |
$12.4K - $13.8K
|
10.8K
$741K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
16.7K+ 10.68% |
$1.01M - $1.12M
|
173K
$11.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 35.0% |
$426 - $473
|
13
$896
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
486New |
$29.6K - $32.8K
|
486
$33.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
137K+ 42.63% |
$8.31M - $9.22M
|
457K
$31.5M
|