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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.53K+ 144.52% |
$424K - $471K
|
11K
$804K
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.01K- 10.53% |
$65.6K - $72.9K
|
8.59K
$625K
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 0.3% |
$1.62K - $1.8K
|
8.24K
$599K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
155New |
$10.1K - $11.2K
|
155
$11.3K
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
775+ 14.35% |
$50.3K - $55.9K
|
6.18K
$449K
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
63.1KNew |
$4.09M - $4.55M
|
63.1K
$4.59M
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-11.5K- 19.36% |
$744K - $826K
|
47.7K
$3.47M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
208+ 6.74% |
$13.5K - $15K
|
3.29K
$240K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.97K+ 2.48% |
$128K - $142K
|
81.4K
$5.93M
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
32.3KNew |
$2.1M - $2.33M
|
32.3K
$2.35M
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.68K- 1.1% |
$109K - $121K
|
152K
$11M
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
10.7K+ 10.05% |
$695K - $772K
|
117K
$8.53M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-70.2K- 47.01% |
$4.55M - $5.06M
|
79.1K
$5.76M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.61K+ 11.77% |
$169K - $188K
|
24.7K
$1.8M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
11+ 0.34% |
$714 - $793
|
3.24K
$236K
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.95KNew |
$386K - $429K
|
5.95K
$433K
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-14K- 4.99% |
$907K - $1.01M
|
266K
$19.4M
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.01K- 0.63% |
$130K - $145K
|
318K
$23.2M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-140- 73.68% |
$9.08K - $10.1K
|
50
$3.64K
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.27K+ 13.11% |
$277K - $308K
|
36.8K
$2.68M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.36K - $1.51K
|
6.46K
$470K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.02K+ 20.87% |
$196K - $217K
|
17.5K
$1.27M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.76K+ 40.38% |
$374K - $415K
|
20K
$1.46M
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-55K- 7.51% |
$3.57M - $3.97M
|
678K
$49.3M
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.08K+ 21.56% |
$135K - $150K
|
11.7K
$853K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36.2K+ 4.8% |
$2.35M - $2.61M
|
792K
$57.6M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
348New |
$22.6K - $25.1K
|
348
$25.3K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
33.2K+ 189.1% |
$2.15M - $2.39M
|
50.8K
$3.69M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.44K- 18.61% |
$93.6K - $104K
|
6.31K
$459K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-119K- 83.01% |
$7.72M - $8.58M
|
24.4K
$1.77M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
397New |
$25.8K - $28.6K
|
397
$28.9K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
7KNew |
$454K - $505K
|
7K
$509K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.93K- 11.08% |
$644K - $716K
|
79.6K
$5.79M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
250+ 4.37% |
$16.2K - $18K
|
5.98K
$435K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22- 0.23% |
$1.43K - $1.59K
|
9.46K
$689K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
302+ 23.97% |
$19.6K - $21.8K
|
1.56K
$114K
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.91KNew |
$384K - $426K
|
5.91K
$430K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
166New |
$10.8K - $12K
|
166
$12.1K
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-30.8K- 15.44% |
$2M - $2.22M
|
169K
$12.3M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.43K+ 6.62% |
$547K - $608K
|
136K
$9.88M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-82- 1.56% |
$5.32K - $5.91K
|
5.16K
$375K
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39- 0.37% |
$2.53K - $2.81K
|
10.6K
$770K
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
90.7K+ 12.55% |
$5.88M - $6.54M
|
813K
$59.2M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$1.88K - $2.09K
|
7.55K
$549K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-24K- 23.28% |
$1.56M - $1.73M
|
79.1K
$5.76M
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
876KNew |
$56.8M - $63.2M
|
876K
$63.7M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.5K+ 12.88% |
$487K - $541K
|
65.7K
$4.78M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.1K+ 24.12% |
$1.76M - $1.95M
|
139K
$10.1M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-251- 2.98% |
$16.3K - $18.1K
|
8.18K
$595K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.1K- 11.43% |
$914K - $1.02M
|
109K
$7.95M
|