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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
69+ 26.95% |
$4.48K - $4.97K
|
325
$23.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.79K+ 18.85% |
$441K - $490K
|
42.8K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.52K+ 1.97% |
$423K - $470K
|
337K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
2.38K+ 2.58% |
$155K - $172K
|
94.6K
$6.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-119- 0.96% |
$7.72K - $8.58K
|
12.3K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 0.39% |
$843 - $937
|
3.36K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
225KNew |
$14.6M - $16.2M
|
225K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-337- 4.73% |
$21.9K - $24.3K
|
6.79K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-633- 14.89% |
$41.1K - $45.6K
|
3.62K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
18+ 0.23% |
$1.17K - $1.3K
|
7.68K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.1K+ 7.7% |
$1.69M - $1.88M
|
365K
$26.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.2K+ 7.44% |
$597K - $663K
|
133K
$9.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-175- 1.03% |
$11.4K - $12.6K
|
16.8K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.96K- 9.97% |
$192K - $213K
|
26.7K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.4K+ 11.13% |
$1.19M - $1.33M
|
184K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.52K+ 5.04% |
$163K - $182K
|
52.5K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15+ 0.27% |
$973 - $1.08K
|
5.58K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
730+ 18.77% |
$47.4K - $52.6K
|
4.62K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23.2K- 18.0% |
$1.5M - $1.67M
|
105K
$7.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-93.5K- 58.74% |
$6.06M - $6.74M
|
65.6K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.1K- 3.37% |
$1.57M - $1.74M
|
691K
$50.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
59.4K+ 15.26% |
$3.86M - $4.28M
|
449K
$32.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.15K+ 9.18% |
$399K - $443K
|
73.1K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.23K+ 4.96% |
$79.8K - $88.7K
|
26.1K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19.4K+ 65.27% |
$1.26M - $1.4M
|
49.2K
$3.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-55.7K- 29.42% |
$3.61M - $4.02M
|
134K
$9.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
178New |
$11.5K - $12.8K
|
178
$13K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.92K+ 6029.23% |
$254K - $283K
|
3.98K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.6K+ 7.51% |
$1.34M - $1.49M
|
295K
$21.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-3.43K- 6.16% |
$223K - $248K
|
52.3K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
984K+ 399.16% |
$63.8M - $70.9M
|
1.23M
$89.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7.45K- 5.49% |
$483K - $537K
|
128K
$9.34M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
111K+ 19.34% |
$7.22M - $8.02M
|
687K
$50M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 176.47% |
$1.95K - $2.16K
|
47
$3.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6.6K- 9.65% |
$428K - $476K
|
61.8K
$4.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-691- 1.48% |
$44.8K - $49.8K
|
45.9K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
352New |
$22.8K - $25.4K
|
352
$25.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 10.34% |
$86.7M - $96.3M
|
14.3M
$1.04B
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
578KNew |
$37.5M - $41.6M
|
578K
$42M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-213- 57.26% |
$13.8K - $15.4K
|
159
$11.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.86K- 4.15% |
$120K - $134K
|
42.9K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
175+ 0.24% |
$11.4K - $12.6K
|
73.3K
$5.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1New |
$64.9 - $72.1
|
1
$72.8
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-313- 1.43% |
$20.3K - $22.6K
|
21.5K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.49K+ 1.23% |
$291K - $324K
|
369K
$26.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.9KNew |
$383K - $425K
|
5.9K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
52.4K+ 5.75% |
$3.4M - $3.78M
|
964K
$70.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-59.7K- 7.47% |
$3.87M - $4.3M
|
739K
$53.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.56K- 12.02% |
$426K - $473K
|
48K
$3.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-5.84K- 2.74% |
$379K - $421K
|
207K
$15.1M
|