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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.77K+ 6.44% |
$180K - $200K
|
45.8K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.32K+ 173.88% |
$345K - $383K
|
8.38K
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
40.3K+ 203.94% |
$2.61M - $2.9M
|
60K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.99KNew |
$129K - $143K
|
1.99K
$145K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.31KNew |
$215K - $239K
|
3.31K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-25.6K- 2.85% |
$1.66M - $1.85M
|
872K
$63.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
25.5KNew |
$1.65M - $1.84M
|
25.5K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.62K+ 2.36% |
$105K - $117K
|
70.3K
$5.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
71.9K+ 11.56% |
$4.66M - $5.18M
|
693K
$50.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-39.2K- 79.52% |
$2.54M - $2.82M
|
10.1K
$734K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 23.65% |
$127K - $141K
|
10.2K
$742K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.7K+ 10.78% |
$240K - $267K
|
38K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-5.11K- 27.66% |
$331K - $368K
|
13.4K
$972K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
282+ 1.74% |
$18.3K - $20.3K
|
16.5K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.46K- 9.16% |
$354K - $394K
|
54.2K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 1.43% |
$78.2K - $86.9K
|
83.3K
$6.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-702- 3.46% |
$45.5K - $50.6K
|
19.6K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.32KNew |
$215K - $239K
|
3.32K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
366+ 7.18% |
$23.7K - $26.4K
|
5.46K
$397K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.8K+ 3.71% |
$1.09M - $1.21M
|
470K
$34.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.08K+ 2.47% |
$70K - $77.8K
|
44.7K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
119+ 2.96% |
$7.72K - $8.58K
|
4.14K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.7K+ 15.85% |
$2.12M - $2.36M
|
239K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.12KNew |
$203K - $225K
|
3.12K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.05% |
$1.56K - $1.73K
|
45.8K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.92K- 19.17% |
$124K - $138K
|
8.08K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-404K- 5.33% |
$26.2M - $29.1M
|
7.17M
$522M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
676+ 0.7% |
$43.9K - $48.7K
|
97.2K
$7.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
71.1K+ 83.04% |
$4.61M - $5.13M
|
157K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-801- 3.58% |
$52K - $57.8K
|
21.6K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.48K+ 200.05% |
$550K - $611K
|
12.7K
$925K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12.4K+ 51.76% |
$803K - $893K
|
36.3K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
146K+ 17.32% |
$9.44M - $10.5M
|
986K
$71.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
9.12K+ 3.23% |
$592K - $657K
|
292K
$21.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-18.2K- 20.66% |
$1.18M - $1.31M
|
69.9K
$5.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-87- 1.52% |
$5.64K - $6.27K
|
5.63K
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
195K+ 10.81% |
$12.7M - $14.1M
|
2M
$146M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
3.82KNew |
$248K - $275K
|
3.82K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.26K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.36% |
$64.9 - $72.1
|
275
$20K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
638+ 2.67% |
$41.4K - $46K
|
24.6K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
4.9KNew |
$318K - $353K
|
4.9K
$357K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
6.55K+ 4.02% |
$425K - $472K
|
169K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
359New |
$23.3K - $25.9K
|
359
$26.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.31K- 3.79% |
$85.2K - $94.7K
|
33.3K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-42.9K- 45.01% |
$2.78M - $3.09M
|
52.4K
$3.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
229K+ 37.82% |
$14.9M - $16.5M
|
835K
$60.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-94- 9.22% |
$6.1K - $6.78K
|
925
$67.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.59K+ 6.09% |
$233K - $259K
|
62.5K
$4.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6K+ 62.73% |
$754K - $838K
|
30.2K
$2.19M
|