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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 7.7% |
$3.35K - $3.71K
|
769
$53K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-759- 0.47% |
$46.2K - $51.2K
|
161K
$11.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-421- 9.19% |
$25.6K - $28.4K
|
4.16K
$287K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
43.5K+ 6.85% |
$2.65M - $2.94M
|
680K
$46.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.61K- 1.26% |
$341K - $379K
|
440K
$30.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 0.13% |
$1.83K - $2.03K
|
24K
$1.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-593- 6.87% |
$36.1K - $40K
|
8.04K
$554K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
66+ 0.34% |
$4.02K - $4.46K
|
19.7K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-867- 3.57% |
$52.7K - $58.5K
|
23.4K
$1.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-439- 8.86% |
$26.7K - $29.6K
|
4.52K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.57K+ 0.96% |
$157K - $174K
|
269K
$18.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.37KNew |
$205K - $228K
|
3.37K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.12K- 5.07% |
$129K - $143K
|
39.7K
$2.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
14.1K+ 25.42% |
$856K - $949K
|
69.4K
$4.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.66KNew |
$466K - $517K
|
7.66K
$528K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-685- 2.36% |
$41.7K - $46.2K
|
28.4K
$1.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
940+ 14.72% |
$57.2K - $63.5K
|
7.32K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
37.3K+ 27.17% |
$2.27M - $2.52M
|
174K
$12M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
30.5K+ 51.83% |
$1.85M - $2.06M
|
89.2K
$6.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
71.5K+ 234.14% |
$4.35M - $4.83M
|
102K
$7.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15.2K- 14.26% |
$925K - $1.03M
|
91.4K
$6.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
106K+ 26654.14% |
$6.47M - $7.18M
|
107K
$7.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-62- 0.09% |
$3.77K - $4.19K
|
70.3K
$4.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.34K+ 12.16% |
$81.6K - $90.5K
|
12.4K
$852K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 3.75% |
$70.9K - $78.7K
|
32.3K
$2.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$1.11M - $1.23M
|
18.3K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-23- 0.28% |
$1.4K - $1.55K
|
8.13K
$560K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.09K- 17.44% |
$127K - $141K
|
9.87K
$680K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.4K- 16.6% |
$1.61M - $1.78M
|
133K
$9.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.32% |
$1.34K - $1.49K
|
6.98K
$481K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-727- 0.58% |
$44.2K - $49.1K
|
125K
$8.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
85New |
$5.17K - $5.74K
|
85
$5.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.98K+ 1.35% |
$364K - $403K
|
449K
$30.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-912- 2.8% |
$55.5K - $61.6K
|
31.7K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 70.75% |
$675K - $749K
|
26.8K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21KNew |
$1.28M - $1.42M
|
21K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
327+ 0.34% |
$19.9K - $22.1K
|
97.5K
$6.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
403+ 10.52% |
$24.5K - $27.2K
|
4.23K
$292K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-30- 0.4% |
$1.83K - $2.03K
|
7.5K
$517K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.74KNew |
$227K - $252K
|
3.74K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-62.2K- 6.4% |
$3.78M - $4.2M
|
910K
$62.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
10KNew |
$611K - $678K
|
10K
$692K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
548K+ 8.22% |
$33.3M - $37M
|
7.21M
$497M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.2K- 0.98% |
$800K - $888K
|
1.33M
$91.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3K+ 120.0% |
$183K - $203K
|
5.5K
$379K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-728- 2.19% |
$44.3K - $49.1K
|
32.6K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-17.4K- 66.66% |
$1.06M - $1.18M
|
8.71K
$600K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.36K- 20.25% |
$82.6K - $91.7K
|
5.35K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
20K+ 22.74% |
$1.22M - $1.35M
|
108K
$7.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-649- 4.33% |
$39.5K - $43.8K
|
14.3K
$988K
|