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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.1K+ 39.24% |
$140K - $150K
|
7.45K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1- 0.02% |
$66.8 - $71.5
|
5.52K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-180- 7.77% |
$12K - $12.9K
|
2.14K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
630+ 0.44% |
$42.1K - $45.1K
|
143K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.9KNew |
$461K - $493K
|
6.9K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-1.33K- 4.82% |
$88.9K - $95.2K
|
26.3K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-120- 85.11% |
$8.01K - $8.58K
|
21
$1.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.69KNew |
$180K - $192K
|
2.69K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
350+ 8.71% |
$23.4K - $25K
|
4.37K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
76.6K+ 386.87% |
$5.11M - $5.48M
|
96.4K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.01KNew |
$201K - $215K
|
3.01K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.32K+ 1.99% |
$555K - $595K
|
425K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-66- 1.4% |
$4.41K - $4.72K
|
4.64K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-198- 4.7% |
$13.2K - $14.2K
|
4.01K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$21.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
933New |
$62.3K - $66.7K
|
933
$67.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$798K - $854K
|
11.9K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17KNew |
$278K - $298K
|
4.17K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.97KNew |
$198K - $212K
|
2.97K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
28New |
$1.87K - $2K
|
28
$2.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-14.6K- 78.2% |
$978K - $1.05M
|
4.08K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-544K- 32.51% |
$36.3M - $38.9M
|
1.13M
$82.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-42- 8.32% |
$2.8K - $3K
|
463
$33.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-229K- 34.16% |
$15.3M - $16.4M
|
441K
$32.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-11.6K- 64.35% |
$775K - $830K
|
6.43K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1K+ 570.45% |
$67K - $71.8K
|
1.18K
$85.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
55.2KNew |
$3.68M - $3.95M
|
55.2K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-150- 1.37% |
$10K - $10.7K
|
10.8K
$788K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.83K+ 22.91% |
$189K - $203K
|
15.2K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-600- 1.82% |
$40.1K - $42.9K
|
32.3K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-194- 4.42% |
$13K - $13.9K
|
4.2K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.37KNew |
$492K - $527K
|
7.37K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
313New |
$20.9K - $22.4K
|
313
$22.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.6KNew |
$1.31M - $1.4M
|
19.6K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
54.2KNew |
$3.62M - $3.88M
|
54.2K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
71.9KNew |
$4.8M - $5.14M
|
71.9K
$5.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-147K- 46.37% |
$9.8M - $10.5M
|
170K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
140New |
$9.35K - $10K
|
140
$10.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
582New |
$38.9K - $41.6K
|
582
$42.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 4887.69% |
$212K - $227K
|
3.24K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$1.46M - $1.56M
|
21.8K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
346New |
$23.1K - $24.7K
|
346
$25.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.11K- 11.0% |
$73.9K - $79.2K
|
8.96K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.89KNew |
$660K - $707K
|
9.89K
$720K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-15- 2.21% |
$1K - $1.07K
|
663
$48.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
285+ 10.82% |
$19K - $20.4K
|
2.92K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.5KNew |
$901K - $965K
|
13.5K
$982K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$212K
|