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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.85KNew |
$166K - $184K
|
2.85K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 200.0% |
$116 - $129
|
3
$207
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-84- 10.4% |
$4.89K - $5.42K
|
724
$49.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.25KNew |
$248K - $274K
|
4.25K
$293K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
14New |
$815 - $903
|
14
$964
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
PUT |
10.6KNew |
$617K - $684K
|
10.6K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-112K- 63.93% |
$6.54M - $7.24M
|
63.3K
$4.36M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
139New |
$8.1K - $8.97K
|
139
$9.58K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-717- 16.43% |
$41.8K - $46.3K
|
3.65K
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-395K- 20.36% |
$23M - $25.5M
|
1.55M
$106M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.75KNew |
$452K - $500K
|
7.75K
$534K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.44K+ 73.9% |
$142K - $158K
|
5.75K
$396K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.21K- 24.59% |
$70.3K - $77.9K
|
3.7K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-487- 15.61% |
$28.4K - $31.4K
|
2.63K
$181K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.38KNew |
$372K - $412K
|
6.38K
$440K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6New |
$349 - $387
|
6
$413
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
61.5K+ 15.71% |
$3.58M - $3.97M
|
453K
$31.2M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.5KNew |
$204K - $226K
|
3.5K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 3.3% |
$70.5K - $78.1K
|
35.4K
$2.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-97- 12.52% |
$5.65K - $6.26K
|
678
$46.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.06K+ 4.39% |
$236K - $262K
|
96.5K
$6.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
PUT |
-2.4K- 39.34% |
$140K - $155K
|
3.7K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$175 - $194
|
3
$207
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-256- 58.05% |
$14.9K - $16.5K
|
185
$12.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.33% |
$641 - $710
|
3.31K
$228K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-108- 10.13% |
$6.29K - $6.97K
|
958
$66K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46New |
$2.68K - $2.97K
|
46
$3.17K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 0.12% |
$2.33K - $2.58K
|
32.9K
$2.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
264+ 2.69% |
$15.4K - $17K
|
10.1K
$693K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.37KNew |
$138K - $153K
|
2.37K
$163K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2- -0.0% |
$116 - $129
|
49.4K
$3.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-408- 7.08% |
$23.8K - $26.3K
|
5.36K
$369K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
71New |
$4.14K - $4.58K
|
71
$4.89K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
1.24K+ 26.55% |
$72.2K - $80K
|
5.91K
$407K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-80- 1.58% |
$4.66K - $5.16K
|
4.98K
$343K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
25+ 0.25% |
$1.46K - $1.61K
|
9.84K
$678K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
370KNew |
$21.5M - $23.9M
|
370K
$25.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-251- 0.97% |
$14.6K - $16.2K
|
25.6K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
68New |
$3.96K - $4.39K
|
68
$4.68K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.27% |
$116 - $129
|
745
$51.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
8.21KNew |
$478K - $529K
|
8.21K
$565K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
27.4K+ 508.16% |
$1.6M - $1.77M
|
32.8K
$2.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-126- 3.79% |
$7.34K - $8.13K
|
3.2K
$220K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
210New |
$12.2K - $13.5K
|
210
$14.5K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-157K- 12.37% |
$9.17M - $10.2M
|
1.12M
$76.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-301- 1.26% |
$17.5K - $19.4K
|
23.5K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.17K+ 25.17% |
$68K - $75.3K
|
5.8K
$400K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-246- 61.65% |
$14.3K - $15.9K
|
153
$10.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 12.5% |
$1.11K - $1.23K
|
133
$9.16K
|