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 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.78K+ 6.22% |
$116K - $128K
|
30.4K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68.7K- 3.82% |
$4.46M - $4.95M
|
1.73M
$126M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-52- 59.09% |
$3.37K - $3.75K
|
36
$2.62K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.81K+ 0.84% |
$312K - $347K
|
576K
$41.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
179+ 4.6% |
$11.6K - $12.9K
|
4.07K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
628+ 14.15% |
$40.7K - $45.3K
|
5.07K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.29K+ 4.67% |
$473K - $526K
|
164K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
183New |
$11.9K - $13.2K
|
183
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-64.4K- 15.74% |
$4.18M - $4.65M
|
345K
$25.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.35K- 6.26% |
$541K - $602K
|
125K
$9.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
30.4K+ 4.22% |
$1.97M - $2.19M
|
750K
$54.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
407+ 0.32% |
$26.4K - $29.3K
|
128K
$9.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.5K+ 15.75% |
$683K - $759K
|
77.4K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-270- 1.81% |
$17.5K - $19.5K
|
14.6K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
458+ 1.92% |
$29.7K - $33K
|
24.4K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.4% |
$260 - $288
|
996
$72.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
14.8K+ 16.81% |
$963K - $1.07M
|
103K
$7.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
28.4K+ 84.8% |
$1.84M - $2.05M
|
61.8K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
320+ 6.73% |
$20.8K - $23.1K
|
5.07K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.15KNew |
$269K - $299K
|
4.15K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9.93K+ 1.94% |
$644K - $716K
|
521K
$37.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.41K- 9.36% |
$91.4K - $102K
|
13.6K
$992K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
48+ 0.56% |
$3.11K - $3.46K
|
8.62K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-589K- 99.93% |
$38.2M - $42.4M
|
405
$29.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
301K+ 186.81% |
$19.5M - $21.7M
|
462K
$33.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-299K- 85.07% |
$19.4M - $21.5M
|
52.4K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.86K+ 1.47% |
$380K - $423K
|
404K
$29.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12K- 57.31% |
$776K - $863K
|
8.91K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-85- 0.78% |
$5.51K - $6.13K
|
10.8K
$782K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.53K+ 27.59% |
$229K - $254K
|
16.3K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 0.24% |
$137K - $152K
|
867K
$63.1M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-334- 2.85% |
$21.7K - $24.1K
|
11.4K
$828K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
188KNew |
$12.2M - $13.5M
|
188K
$13.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-193- 14.15% |
$12.5K - $13.9K
|
1.17K
$85.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
28.1K+ 1.49% |
$1.82M - $2.03M
|
1.92M
$139M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48New |
$3.11K - $3.46K
|
48
$3.49K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.26K- 26.05% |
$81.9K - $91.1K
|
3.59K
$261K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.83K+ 33.28% |
$119K - $132K
|
7.34K
$534K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.2K+ 1.71% |
$597K - $663K
|
548K
$39.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.18K- 2.33% |
$141K - $157K
|
91.1K
$6.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-5.97K- 9.9% |
$387K - $430K
|
54.3K
$3.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-246- 2.05% |
$16K - $17.7K
|
11.7K
$855K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.86K+ 12.91% |
$250K - $278K
|
33.7K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
CALL |
2.4K+ 44.44% |
$156K - $173K
|
7.8K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-76.7K- 4.86% |
$4.98M - $5.53M
|
1.5M
$109M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 0.8% |
$73.3K - $81.5K
|
140K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.7K+ 92.68% |
$1.67M - $1.85M
|
53.4K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
71.4K+ 159.07% |
$4.63M - $5.14M
|
116K
$8.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-15.3K- 11.52% |
$994K - $1.1M
|
118K
$8.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
442+ 3.61% |
$28.7K - $31.9K
|
12.7K
$924K
|