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 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-545- 25.09% |
$35.4K - $39.3K
|
1.63K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
470+ 9.17% |
$30.5K - $33.9K
|
5.6K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-61.2K- 11.01% |
$3.97M - $4.41M
|
495K
$36M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-26K- 9.2% |
$1.68M - $1.87M
|
256K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.2K+ 10.9% |
$2.09M - $2.32M
|
328K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.62K- 2.54% |
$235K - $261K
|
139K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
231+ 3.07% |
$15K - $16.7K
|
7.75K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
63+ 0.33% |
$4.09K - $4.54K
|
19K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 10.5% |
$946K - $1.05M
|
153K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35KNew |
$2.27M - $2.52M
|
35K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155K+ 5.82% |
$10.1M - $11.2M
|
2.82M
$205M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
357+ 1.01% |
$23.2K - $25.7K
|
35.8K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.24K- 11.28% |
$210K - $234K
|
25.5K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-388- 0.78% |
$25.2K - $28K
|
49.6K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15.1K- 18.84% |
$977K - $1.09M
|
64.9K
$4.72M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-972- 0.84% |
$63.1K - $70.1K
|
114K
$8.32M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
318KNew |
$20.6M - $22.9M
|
318K
$23.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 5.65% |
$766K - $851K
|
221K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-4.19K- 23.43% |
$272K - $302K
|
13.7K
$996K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
54.9KNew |
$3.56M - $3.96M
|
54.9K
$4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-625K- 19.82% |
$40.6M - $45.1M
|
2.53M
$184M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-21.2K- 34.55% |
$1.38M - $1.53M
|
40.2K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.3K+ 1.18% |
$214K - $238K
|
283K
$20.6M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
20.7KNew |
$1.34M - $1.49M
|
20.7K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.25K- 9.11% |
$146K - $162K
|
22.4K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
18.3K+ 9.96% |
$1.19M - $1.32M
|
203K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-173- 2.69% |
$11.2K - $12.5K
|
6.27K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-132K- 78.76% |
$8.57M - $9.52M
|
35.6K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-25.9K- 86.02% |
$1.68M - $1.87M
|
4.21K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
163K+ 4.03% |
$10.6M - $11.8M
|
4.22M
$307M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-35.3K- 26.88% |
$2.29M - $2.55M
|
96.1K
$6.99M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-5.98K- 0.83% |
$388K - $431K
|
715K
$52M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 4.95% |
$371K - $413K
|
121K
$8.83M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-92- 2.54% |
$5.97K - $6.63K
|
3.53K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.07K- 12.76% |
$69.6K - $77.3K
|
7.33K
$533K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
3.26K+ 14.74% |
$211K - $235K
|
25.3K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.82K - $2.02K
|
28
$2.04K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.46K- 30.53% |
$94.9K - $105K
|
3.33K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
507+ 4.51% |
$32.9K - $36.6K
|
11.8K
$855K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
26.4K+ 20.51% |
$1.72M - $1.91M
|
155K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 9.03% |
$149K - $166K
|
23.1K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.02K+ 3.09% |
$131K - $145K
|
67.3K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
102+ 3.19% |
$6.62K - $7.35K
|
3.3K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.78K+ 58.64% |
$245K - $273K
|
10.2K
$744K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
17+ 0.03% |
$1.1K - $1.23K
|
50.4K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.82K+ 8.96% |
$118K - $131K
|
22.1K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
138New |
$8.95K - $9.95K
|
138
$10K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14K+ 1.31% |
$909K - $1.01M
|
1.09M
$79M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-8.71K- 52.12% |
$565K - $628K
|
8K
$582K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-40.6K- 67.82% |
$2.63M - $2.92M
|
19.2K
$1.4M
|