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 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
368KNew |
$21.4M - $23.7M
|
368K
$25.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
5New |
$291 - $323
|
5
$344
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.46KNew |
$202K - $223K
|
3.46K
$239K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.91K- 21.74% |
$286K - $317K
|
17.7K
$1.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-43- 18.45% |
$2.5K - $2.77K
|
190
$13.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
195New |
$11.4K - $12.6K
|
195
$13.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.38K- 44.88% |
$80.6K - $89.3K
|
1.7K
$117K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
253K+ 11.4% |
$13.9M - $15.5M
|
2.47M
$170M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 7.32% |
$1.15K - $1.29K
|
266
$18.3K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-103- 40.39% |
$5.66K - $6.34K
|
152
$10.5K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.67KNew |
$147K - $164K
|
2.67K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
593+ 4.44% |
$32.6K - $36.5K
|
13.9K
$961K
|
|
|
May 15, 2024
Q1 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
PUT |
-77K- 56.2% |
$4.23M - $4.74M
|
60K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.3K- 3.44% |
$456K - $511K
|
233K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.1% |
$55 - $61.5
|
1.05K
$72.4K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.81KNew |
$209K - $234K
|
3.81K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36.9KNew |
$2.03M - $2.27M
|
36.9K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
5.1MNew |
$280M - $314M
|
5.1M
$351M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.04KNew |
$387K - $433K
|
7.04K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 2.93% |
$355K - $397K
|
214K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.32KNew |
$182K - $204K
|
3.32K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.8K+ 1.93% |
$1.59M - $1.77M
|
1.52M
$105M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
80.4K+ 61.25% |
$4.42M - $4.94M
|
212K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.8KNew |
$209K - $234K
|
3.8K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.82K- 93.57% |
$100K - $112K
|
125
$8.61K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
421New |
$23.1K - $25.9K
|
421
$29K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-844- 3.26% |
$46.4K - $51.9K
|
25K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
990New |
$54.4K - $60.9K
|
990
$68.2K
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$55 - $61.5
|
4.02K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
643New |
$35.3K - $39.6K
|
643
$44.3K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.69KNew |
$258K - $289K
|
4.69K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
159KNew |
$8.72M - $9.76M
|
159K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-39Closed |
$2.14K - $2.4K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-192K- 24.0% |
$10.5M - $11.8M
|
608K
$41.9M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-367- 1.1% |
$20.2K - $22.6K
|
33K
$2.27M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.18K- 26.25% |
$64.9K - $72.6K
|
3.32K
$228K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
234+ 2.42% |
$12.9K - $14.4K
|
9.91K
$683K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.18KNew |
$285K - $319K
|
5.18K
$357K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-49- 0.74% |
$2.69K - $3.01K
|
6.54K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-356- 6.22% |
$19.6K - $21.9K
|
5.37K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.2KNew |
$1M - $1.12M
|
18.2K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.12KNew |
$61.5K - $68.9K
|
1.12K
$77.1K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
PUT |
200New |
$11K - $12.3K
|
200
$13.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
97.9K+ 24.02% |
$5.38M - $6.02M
|
506K
$34.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.4K- 27.04% |
$76.8K - $86K
|
3.77K
$260K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
13.7KNew |
$752K - $841K
|
13.7K
$942K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
30+ 11.54% |
$1.65K - $1.85K
|
290
$20K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
251+ 23.57% |
$13.8K - $15.4K
|
1.32K
$90.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-13.8K- 97.73% |
$760K - $850K
|
321
$22.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.5KNew |
$192K - $215K
|
3.5K
$241K
|
|