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 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.41K+ 35.57% |
$286K - $318K
|
16.8K
$1.22M
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
880+ 1.22% |
$57.1K - $63.4K
|
73.3K
$5.33M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
768+ 0.63% |
$49.8K - $55.4K
|
123K
$8.96M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.09K- 1.05% |
$70.6K - $78.4K
|
102K
$7.43M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.1K- 1.77% |
$201K - $223K
|
172K
$12.5M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1K+ 13.48% |
$64.9K - $72.1K
|
8.42K
$613K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
41.1KNew |
$2.66M - $2.96M
|
41.1K
$2.99M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.03K- 34.26% |
$132K - $146K
|
3.89K
$283K
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.6K- 1.74% |
$168K - $187K
|
146K
$10.7M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
305+ 6100.0% |
$19.8K - $22K
|
310
$22.6K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77K- 10.15% |
$5M - $5.55M
|
682K
$49.6M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.25K- 0.39% |
$81K - $90.1K
|
318K
$23.2M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
208K+ 13.16% |
$13.5M - $15M
|
1.78M
$130M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
78.7K+ 37.75% |
$5.11M - $5.68M
|
287K
$20.9M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
932+ 4.54% |
$60.5K - $67.2K
|
21.5K
$1.56M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-235- 6.14% |
$15.2K - $16.9K
|
3.59K
$261K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-267- 6.17% |
$17.3K - $19.3K
|
4.06K
$296K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.3K+ 6.27% |
$2.16M - $2.4M
|
565K
$41.1M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-134- 5.59% |
$8.69K - $9.66K
|
2.26K
$165K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.21K+ 1.78% |
$338K - $376K
|
298K
$21.7M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.41K+ 28.69% |
$157K - $174K
|
10.8K
$788K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-207- 2.58% |
$13.4K - $14.9K
|
7.83K
$569K
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-26.6K- 16.57% |
$1.73M - $1.92M
|
134K
$9.76M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-290- 2.66% |
$18.8K - $20.9K
|
10.6K
$773K
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
17.8K+ 4.17% |
$1.15M - $1.28M
|
445K
$32.3M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
135+ 0.33% |
$8.76K - $9.73K
|
41.4K
$3.02M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.08K+ 1.85% |
$589K - $654K
|
500K
$36.4M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-126K- 14.13% |
$8.2M - $9.12M
|
768K
$55.9M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
446+ 0.93% |
$28.9K - $32.2K
|
48.5K
$3.53M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.44K+ 11.83% |
$223K - $248K
|
32.5K
$2.36M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
79+ 8.3% |
$5.13K - $5.7K
|
1.03K
$75K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.64M+ 6.72% |
$172M - $191M
|
42M
$3.05B
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.11K+ 49.04% |
$202K - $225K
|
9.46K
$689K
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
4.12K+ 22.15% |
$268K - $297K
|
22.7K
$1.65M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5.97K+ 3470.35% |
$387K - $430K
|
6.14K
$447K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3- 20.0% |
$195 - $216
|
12
$873
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-5.43K- 11.96% |
$352K - $392K
|
40K
$2.91M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16.6K+ 14.01% |
$1.08M - $1.2M
|
135K
$9.84M
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-51.3K- 12.21% |
$3.33M - $3.7M
|
369K
$26.8M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.69K- 22.5% |
$110K - $122K
|
5.82K
$424K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79.9K+ 8.15% |
$5.19M - $5.76M
|
1.06M
$77.1M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.09K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
115+ 3.62% |
$7.46K - $8.29K
|
3.29K
$240K
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
33+ 0.28% |
$2.14K - $2.38K
|
11.8K
$856K
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-363K- 8.44% |
$23.5M - $26.1M
|
3.93M
$286M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.3K+ 5.53% |
$603K - $670K
|
177K
$12.9M
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10.6K+ 19.49% |
$686K - $762K
|
64.8K
$4.71M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-19.1K- 19.05% |
$1.24M - $1.37M
|
81K
$5.89M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-277K- 11.82% |
$18M - $20M
|
2.07M
$150M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
50.9KNew |
$3.3M - $3.67M
|
50.9K
$3.7M
|