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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
28K+ 9.79% |
$1.87M - $2M
|
314K
$22.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8.55KNew |
$571K - $611K
|
8.55K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
371+ 0.9% |
$24.8K - $26.5K
|
41.4K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6Closed |
$401 - $429
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.98KNew |
$399K - $427K
|
5.98K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.41M+ 18.45% |
$94.1M - $101M
|
9.05M
$659M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
152New |
$10.1K - $10.9K
|
152
$11.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-32- 37.65% |
$2.14K - $2.29K
|
53
$3.86K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.29K- 31.31% |
$85.8K - $91.9K
|
2.82K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.33KNew |
$156K - $167K
|
2.33K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.81K+ 61.12% |
$121K - $130K
|
4.78K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.17K- 28.69% |
$78.3K - $83.9K
|
2.92K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
270New |
$18K - $19.3K
|
270
$19.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 23.41% |
$2.12M - $2.28M
|
104K
$7.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-330- 19.71% |
$22K - $23.6K
|
1.34K
$97.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-27- 0.89% |
$1.8K - $1.93K
|
3.01K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
233New |
$15.6K - $16.7K
|
233
$17K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
621+ 4.01% |
$41.5K - $44.4K
|
16.1K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.17KNew |
$212K - $227K
|
3.17K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.5KNew |
$501K - $536K
|
7.5K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.93KNew |
$196K - $209K
|
2.93K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
597New |
$39.9K - $42.7K
|
597
$43.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-536- 2.68% |
$35.8K - $38.3K
|
19.4K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
282K+ 7520.0% |
$18.8M - $20.2M
|
286K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
215+ 8.05% |
$14.4K - $15.4K
|
2.89K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.29KNew |
$153K - $164K
|
2.29K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-800- 8.42% |
$53.4K - $57.2K
|
8.7K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-150- 2.84% |
$10K - $10.7K
|
5.14K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.92KNew |
$462K - $495K
|
6.92K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 39.53% |
$81.5K - $87.3K
|
4.31K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04K+ 25.98% |
$69.4K - $74.3K
|
5.04K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 18.04% |
$69.7K - $74.7K
|
4.74K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
4.82KNew |
$322K - $345K
|
4.82K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
702+ 14.25% |
$46.9K - $50.2K
|
5.63K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.37% |
$66.8 - $71.5
|
74
$5.38K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-51- 63.75% |
$3.41K - $3.65K
|
29
$2.11K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-107- 22.15% |
$7.14K - $7.65K
|
376
$27.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.09K+ 1.58% |
$474K - $507K
|
456K
$33.2M
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16+ 0.13% |
$973 - $1.08K
|
12.5K
$909K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
128New |
$7.79K - $8.64K
|
128
$9.31K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
PUT |
-400- 10.81% |
$24.3K - $27K
|
3.3K
$240K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.03K- 22.03% |
$62.7K - $69.6K
|
3.65K
$266K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.33% |
$669 - $743
|
3.32K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-192- 40.94% |
$11.7K - $13K
|
277
$20.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
850+ 170.0% |
$51.7K - $57.4K
|
1.35K
$98.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8KNew |
$231K - $257K
|
3.8K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-175K- 11.6% |
$10.6M - $11.8M
|
1.33M
$97M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-191KClosed |
$11.6M - $12.9M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.03M- 56.74% |
$62.8M - $69.7M
|
787K
$57.3M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-222- 2.09% |
$13.5K - $15K
|
10.4K
$756K
|
|