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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-246K- 31.17% |
$14.4M - $17.9M
|
543K
$39.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
61.7K+ 241.01% |
$3.61M - $4.49M
|
87.4K
$6.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-39K- 64.97% |
$2.28M - $2.83M
|
21K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
19+ 0.17% |
$1.11K - $1.38K
|
11K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 14.58% |
$88K - $110K
|
11.8K
$862K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.58K- 5.19% |
$209K - $260K
|
65.4K
$4.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
315+ 0.77% |
$18.4K - $22.9K
|
41.3K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-195- 0.39% |
$11.4K - $14.2K
|
50.3K
$3.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
23.8KNew |
$1.39M - $1.73M
|
23.8K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.1% |
$60.9K - $75.7K
|
13.6K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35.1K+ 49.16% |
$2.05M - $2.55M
|
106K
$7.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.32K+ 12.43% |
$77K - $95.8K
|
11.9K
$867K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
84.7K+ 24.31% |
$4.95M - $6.16M
|
433K
$31.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-862- 11.65% |
$50.3K - $62.7K
|
6.54K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
58+ 0.42% |
$3.39K - $4.22K
|
13.8K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
946+ 4.11% |
$55.3K - $68.8K
|
24K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-12.4K- 3.06% |
$723K - $899K
|
393K
$28.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.93K+ 1.74% |
$171K - $213K
|
172K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6KNew |
$1.09M - $1.35M
|
18.6K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500K+ 563.66% |
$29.2M - $36.3M
|
588K
$42.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-237- 1.57% |
$13.8K - $17.2K
|
14.9K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 1.52% |
$70.7K - $88K
|
78.6K
$5.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
903+ 0.5% |
$52.7K - $65.6K
|
183K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.36KNew |
$313K - $389K
|
5.36K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77KNew |
$162K - $201K
|
2.77K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13.4K- 3.86% |
$780K - $971K
|
333K
$24.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
77+ 1.42% |
$4.5K - $5.6K
|
5.49K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450+ 83.49% |
$26.3K - $32.7K
|
989
$72K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 82.15% |
$102K - $127K
|
3.89K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.27K- 73.97% |
$74.2K - $92.3K
|
447
$32.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.66K+ 3.17% |
$272K - $338K
|
151K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.25K- 0.48% |
$190K - $236K
|
668K
$48.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
276+ 1.26% |
$16.1K - $20.1K
|
22.1K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
120K+ 20.37% |
$7.03M - $8.75M
|
711K
$51.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
996+ 0.69% |
$58.2K - $72.4K
|
145K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29K+ 100.0% |
$192K - $239K
|
6.57K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.45K- 1.51% |
$84.8K - $106K
|
94.7K
$6.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
262+ 57.58% |
$15.3K - $19K
|
717
$52.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15.9K- 22.93% |
$927K - $1.15M
|
53.3K
$3.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-86.4K- 6.33% |
$5.04M - $6.28M
|
1.28M
$93M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-474- 3.29% |
$27.7K - $34.5K
|
13.9K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-5.56K- 53.23% |
$325K - $404K
|
4.88K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-208- 0.58% |
$12.1K - $15.1K
|
35.8K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18+ 0.11% |
$1.05K - $1.31K
|
16.9K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
22+ 0.7% |
$1.29K - $1.6K
|
3.15K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.24K- 12.45% |
$72.5K - $90.3K
|
8.73K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.61K+ 3.83% |
$445K - $553K
|
207K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 5.64% |
$10.2K - $12.7K
|
2.93K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
720K+ 79.7% |
$42M - $52.3M
|
1.62M
$118M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
52.5K+ 40.16% |
$3.07M - $3.82M
|
183K
$13.3M
|