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 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 17.76% |
$164K - $183K
|
16.8K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.53K- 25.02% |
$294K - $326K
|
13.6K
$987K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.17K+ 1.11% |
$141K - $156K
|
198K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
76New |
$4.93K - $5.48K
|
76
$5.53K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-141- 22.35% |
$9.15K - $10.2K
|
490
$35.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-12.7K- 7.73% |
$822K - $914K
|
151K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
129+ 3.72% |
$8.37K - $9.3K
|
3.59K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.72K- 17.22% |
$177K - $196K
|
13.1K
$953K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
27.1KNew |
$1.76M - $1.96M
|
27.1K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105K- 48.79% |
$6.81M - $7.57M
|
110K
$8.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.28K+ 0.43% |
$82.9K - $92.1K
|
302K
$22M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
32.8K+ 9.1% |
$2.13M - $2.36M
|
393K
$28.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.22K- 8.25% |
$144K - $160K
|
24.7K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9K+ 8.0% |
$584K - $649K
|
122K
$8.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
69.3K+ 74.17% |
$4.5M - $5M
|
163K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
14+ 0.35% |
$908 - $1.01K
|
4.06K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.46K- 29.63% |
$289K - $321K
|
10.6K
$771K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
160KNew |
$10.4M - $11.5M
|
160K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
47.6K+ 113.71% |
$3.09M - $3.43M
|
89.5K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8+ 0.18% |
$519 - $577
|
4.52K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
44.5KNew |
$2.89M - $3.21M
|
44.5K
$3.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.72K- 3.86% |
$176K - $196K
|
67.7K
$4.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10.1K- 68.71% |
$655K - $728K
|
4.6K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
116+ 29.0% |
$7.53K - $8.36K
|
516
$37.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.63K+ 3.43% |
$106K - $118K
|
49.2K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-816- 3.79% |
$52.9K - $58.8K
|
20.7K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.24K+ 25.31% |
$534K - $594K
|
40.8K
$2.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.41K+ 4.65% |
$221K - $246K
|
76.7K
$5.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-33.6K- 7.92% |
$2.18M - $2.43M
|
391K
$28.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.91K- 3.66% |
$189K - $210K
|
76.5K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
69.1K+ 12.98% |
$4.49M - $4.99M
|
602K
$43.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 2.54% |
$983K - $1.09M
|
581K
$42.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
190+ 0.66% |
$12.3K - $13.7K
|
29.1K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.97KNew |
$323K - $358K
|
4.97K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.57K+ 22.79% |
$232K - $258K
|
19.2K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
58.6K+ 10.63% |
$3.8M - $4.22M
|
609K
$44.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.17K+ 6.11% |
$335K - $372K
|
89.7K
$6.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8KNew |
$700K - $778K
|
10.8K
$785K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
198+ 0.64% |
$12.8K - $14.3K
|
31K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.56K+ 0.75% |
$360K - $401K
|
744K
$54.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-59.8K- 9.11% |
$3.88M - $4.31M
|
597K
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.67K- 3.9% |
$238K - $264K
|
90.4K
$6.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-18.7K- 44.09% |
$1.21M - $1.35M
|
23.7K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 0.57% |
$1.82K - $2.02K
|
4.95K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
227New |
$14.7K - $16.4K
|
227
$16.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
117New |
$7.59K - $8.44K
|
117
$8.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
25.9K+ 18.89% |
$1.68M - $1.87M
|
163K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-102K- 99.76% |
$6.6M - $7.34M
|
249
$18.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-886- 7.9% |
$57.5K - $63.9K
|
10.3K
$752K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-118- 0.42% |
$7.66K - $8.51K
|
27.9K
$2.03M
|