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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-18.7K- 15.56% |
$1.21M - $1.35M
|
101K
$7.38M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
88+ 0.49% |
$5.71K - $6.34K
|
18.2K
$1.33M
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-4.03K- 15.62% |
$261K - $290K
|
21.8K
$1.58M
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-455- 1.82% |
$29.5K - $32.8K
|
24.6K
$1.79M
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
37.2K+ 4.72% |
$2.41M - $2.68M
|
825K
$60.1M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.57K- 0.78% |
$102K - $113K
|
199K
$14.5M
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19K- 7.27% |
$1.24M - $1.37M
|
243K
$17.7M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.26K+ 26.86% |
$341K - $379K
|
24.8K
$1.81M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-319- 2.17% |
$20.7K - $23K
|
14.4K
$1.05M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.45K- 33.96% |
$289K - $321K
|
8.66K
$630K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
678+ 10.61% |
$44K - $48.9K
|
7.07K
$515K
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3.42K+ 5.58% |
$222K - $247K
|
64.7K
$4.71M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-574- 4.52% |
$37.2K - $41.4K
|
12.1K
$882K
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
118K+ 31.07% |
$7.66M - $8.51M
|
498K
$36.2M
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
23.5K+ 172.11% |
$1.52M - $1.69M
|
37.1K
$2.7M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
300+ 8.18% |
$19.5K - $21.6K
|
3.97K
$289K
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.18K+ 5.16% |
$141K - $157K
|
44.4K
$3.23M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
373+ 4.88% |
$24.2K - $26.9K
|
8.02K
$583K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
613K+ 7.79% |
$39.8M - $44.2M
|
8.48M
$617M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24.6KNew |
$1.59M - $1.77M
|
24.6K
$1.79M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.29KNew |
$278K - $309K
|
4.29K
$312K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.04K- 28.02% |
$197K - $219K
|
7.8K
$567K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.35K- 6.99% |
$87.7K - $97.4K
|
18K
$1.31M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-469- 4.98% |
$30.4K - $33.8K
|
8.94K
$651K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-448- 4.11% |
$29.1K - $32.3K
|
10.5K
$761K
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
117+ 1.84% |
$7.59K - $8.44K
|
6.46K
$470K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-247- 1.09% |
$16K - $17.8K
|
22.5K
$1.64M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 5.07% |
$46.1K - $51.3K
|
13.3K
$968K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.17K- 13.49% |
$75.6K - $84K
|
7.47K
$543K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.49K- 6.16% |
$616K - $684K
|
144K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.85K- 3.53% |
$185K - $205K
|
77.8K
$5.66M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
395+ 1.5% |
$25.6K - $28.5K
|
26.7K
$1.94M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.84KNew |
$379K - $421K
|
5.84K
$425K
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
53K+ 13.05% |
$3.44M - $3.82M
|
459K
$33.4M
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
10.7K+ 2.62% |
$695K - $773K
|
420K
$30.5M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.39K- 36.52% |
$479K - $533K
|
12.8K
$935K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 0.97% |
$696K - $773K
|
1.1M
$80M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 77.93% |
$907K - $1.01M
|
31.9K
$2.32M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 7.06% |
$171K - $190K
|
39.9K
$2.9M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
216+ 6.51% |
$14K - $15.6K
|
3.53K
$257K
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
264K+ 25.82% |
$17.1M - $19M
|
1.29M
$93.6M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
135+ 0.61% |
$8.76K - $9.73K
|
22.4K
$1.63M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-155K- 11.34% |
$10M - $11.2M
|
1.21M
$88M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4.26KNew |
$277K - $307K
|
4.26K
$310K
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 14.04% |
$13K - $14.4K
|
1.23K
$89.1K
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-8.44K- 6.16% |
$548K - $609K
|
129K
$9.36M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.08K+ 8.64% |
$524K - $583K
|
102K
$7.39M
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
954+ 6.63% |
$61.9K - $68.8K
|
15.3K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.26K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.44K- 17.76% |
$288K - $320K
|
20.5K
$1.49M
|