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 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
236+ 2.02% |
$14.4K - $15.9K
|
11.9K
$822K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-82- 0.04% |
$4.99K - $5.54K
|
232K
$16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 69.11% |
$796K - $883K
|
32K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119K- 8.6% |
$7.26M - $8.06M
|
1.27M
$87.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$383K - $425K
|
6.3K
$434K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.78K- 7.35% |
$108K - $120K
|
22.4K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.46K+ 31.5% |
$88.7K - $98.4K
|
6.09K
$419K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.02KNew |
$184K - $204K
|
3.02K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$225K - $250K
|
3.7K
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4.82K- 61.83% |
$293K - $325K
|
2.98K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.6K+ 1.28% |
$769K - $853K
|
997K
$68.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.55M+ 50.07% |
$155M - $172M
|
7.64M
$526M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-422- 1.33% |
$25.7K - $28.5K
|
31.4K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43K- 5.65% |
$2.62M - $2.9M
|
718K
$49.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.84K- 5.2% |
$112K - $124K
|
33.6K
$2.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 7.59% |
$755K - $838K
|
151K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.52K+ 29.36% |
$336K - $372K
|
24.3K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.16K- 0.72% |
$132K - $146K
|
298K
$20.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-24- 60.0% |
$1.46K - $1.62K
|
16
$1.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.82K+ 0.52% |
$172K - $190K
|
548K
$37.7M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.1K+ 87.39% |
$1.16M - $1.29M
|
40.9K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.84K+ 26.99% |
$173K - $192K
|
13.4K
$921K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9.91K- 39.0% |
$603K - $669K
|
15.5K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-976- 3.08% |
$59.4K - $65.9K
|
30.8K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$181K - $200K
|
2.97K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
926+ 5.22% |
$56.3K - $62.5K
|
18.7K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-15- 0.02% |
$913 - $1.01K
|
61.9K
$4.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
352+ 3.49% |
$21.4K - $23.8K
|
10.5K
$720K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
61.6K+ 4.22% |
$3.75M - $4.16M
|
1.52M
$105M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
155+ 1.8% |
$9.43K - $10.5K
|
8.79K
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
175K+ 8.48% |
$10.7M - $11.8M
|
2.24M
$155M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-186- 0.97% |
$11.3K - $12.6K
|
19.1K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-385- 5.38% |
$23.4K - $26K
|
6.78K
$467K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-199K- 14.1% |
$12.1M - $13.5M
|
1.21M
$83.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.74K+ 1.27% |
$410K - $455K
|
536K
$36.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-111K- 20.18% |
$6.76M - $7.51M
|
440K
$30.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 7.42% |
$206K - $228K
|
49K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86.1K- 9.14% |
$5.24M - $5.81M
|
856K
$58.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.86KNew |
$539K - $598K
|
8.86K
$610K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
448+ 5.93% |
$27.3K - $30.2K
|
8.01K
$551K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.61K- 11.05% |
$280K - $311K
|
37.1K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-227K- 38.68% |
$13.8M - $15.3M
|
360K
$24.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
987+ 31.16% |
$60K - $66.6K
|
4.16K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
3.1KNew |
$188K - $209K
|
3.1K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
13.9K+ 6.68% |
$846K - $939K
|
222K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.02K- 4.06% |
$306K - $339K
|
119K
$8.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-555- 2.7% |
$33.8K - $37.5K
|
20K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 6.08% |
$196K - $217K
|
56.2K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
146K+ 38.26% |
$8.89M - $9.87M
|
528K
$36.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
67+ 1.48% |
$4.08K - $4.52K
|
4.59K
$316K
|