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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158K+ 4.38% |
$10.3M - $11.4M
|
3.76M
$274M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5.67K+ 3.34% |
$368K - $409K
|
175K
$12.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.35K- 8.95% |
$152K - $169K
|
23.8K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-311K- 29.55% |
$20.2M - $22.4M
|
742K
$54M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.4KNew |
$415K - $461K
|
6.4K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.92K- 1.84% |
$190K - $211K
|
156K
$11.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-279- 3.2% |
$18.1K - $20.1K
|
8.44K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-17- 0.13% |
$1.1K - $1.23K
|
12.7K
$923K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
716New |
$46.5K - $51.6K
|
716
$52.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
14+ 0.11% |
$908 - $1.01K
|
12.6K
$914K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.2% |
$195 - $216
|
1.48K
$108K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-8.62K- 23.95% |
$559K - $621K
|
27.4K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-988- 4.6% |
$64.1K - $71.2K
|
20.5K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.93K- 4.88% |
$450K - $500K
|
135K
$9.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
27.7K+ 173.09% |
$1.8M - $2M
|
43.7K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.56K+ 0.52% |
$101K - $113K
|
304K
$22.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4+ 0.08% |
$260 - $288
|
5.01K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
7+ 0.03% |
$454 - $505
|
27.9K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
51KNew |
$3.31M - $3.68M
|
51K
$3.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
8.54K+ 36.23% |
$554K - $616K
|
32.1K
$2.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.79KNew |
$310K - $345K
|
4.79K
$348K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-173K- 27.26% |
$11.2M - $12.5M
|
462K
$33.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.1K+ 16.61% |
$4.09M - $4.55M
|
443K
$32.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.61KNew |
$104K - $116K
|
1.61K
$117K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.37% |
$195 - $216
|
808
$58.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
25.3KNew |
$1.64M - $1.83M
|
25.3K
$1.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.5KNew |
$227K - $252K
|
3.5K
$254K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 0.05% |
$714 - $793
|
20.4K
$1.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-75K- 88.37% |
$4.87M - $5.41M
|
9.87K
$718K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8.65K+ 104.67% |
$561K - $624K
|
16.9K
$1.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.99KNew |
$259K - $288K
|
3.99K
$290K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-245- 14.04% |
$15.9K - $17.7K
|
1.5K
$109K
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-637- 12.22% |
$42.5K - $45.6K
|
4.58K
$333K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
7.79KNew |
$520K - $557K
|
7.79K
$567K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 0.02% |
$66.8 - $71.5
|
4.95K
$360K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.23KNew |
$349K - $374K
|
5.23K
$381K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52M+ 18.85% |
$101M - $108M
|
9.55M
$695M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
10.5KNew |
$701K - $751K
|
10.5K
$764K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$307K - $329K
|
4.6K
$335K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.94KNew |
$196K - $210K
|
2.94K
$214K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-721- 1.31% |
$48.1K - $51.6K
|
54.3K
$3.95M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
757New |
$50.5K - $54.1K
|
757
$55.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.28% |
$134 - $143
|
707
$51.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.7K- 21.63% |
$780K - $836K
|
42.4K
$3.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-19- 0.64% |
$1.27K - $1.36K
|
2.95K
$215K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.17KNew |
$412K - $441K
|
6.17K
$449K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.23KNew |
$549K - $588K
|
8.23K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.87KNew |
$459K - $491K
|
6.87K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17K- 7.3% |
$1.14M - $1.22M
|
216K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
52.4KNew |
$3.5M - $3.75M
|
52.4K
$3.81M
|
|