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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.21K+ 0.75% |
$53.8K - $59.1K
|
162K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-800- 54.24% |
$35.7K - $39.2K
|
675
$48.1K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25.7K- 99.83% |
$1.15M - $1.26M
|
43
$3.07K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.3KNew |
$192K - $211K
|
4.3K
$307K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
791New |
$35.3K - $38.8K
|
791
$56.4K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
160New |
$7.14K - $7.84K
|
160
$11.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.42% |
$223 - $245
|
1.2K
$85.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$231K - $253K
|
5.17K
$369K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
410New |
$18.3K - $20.1K
|
410
$29.2K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
891New |
$39.7K - $43.7K
|
891
$63.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.3KNew |
$949K - $1.04M
|
21.3K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
488New |
$21.8K - $23.9K
|
488
$34.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.54% |
$44.6 - $49
|
186
$13.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
29.9KNew |
$1.33M - $1.46M
|
29.9K
$2.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.87K- 1.7% |
$83.5K - $91.7K
|
108K
$7.73M
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$43K - $49.1K
|
1.03K
$73.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24.8KNew |
$1.04M - $1.19M
|
24.8K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.1KNew |
$2.64M - $3.02M
|
63.1K
$4.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.8KNew |
$201K - $230K
|
4.8K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$190K - $217K
|
4.53K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$839 - $958
|
20
$1.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.08KNew |
$297K - $339K
|
7.08K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
297New |
$12.5K - $14.2K
|
297
$21.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
5.18KNew |
$217K - $248K
|
5.18K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.17K+ 6.72% |
$217K - $248K
|
82.1K
$5.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.47MNew |
$104M - $118M
|
2.47M
$176M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
700New |
$29.4K - $33.5K
|
700
$49.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
102New |
$4.28K - $4.89K
|
102
$7.28K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8.78K- 29.93% |
$368K - $421K
|
20.6K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.24KNew |
$346K - $395K
|
8.24K
$588K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66.5KNew |
$2.79M - $3.19M
|
66.5K
$4.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.29KNew |
$264K - $301K
|
6.29K
$448K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
107+ 0.71% |
$4.49K - $5.13K
|
15.1K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
174K+ 431.62% |
$7.3M - $8.34M
|
215K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
35.4K+ 67.42% |
$1.48M - $1.69M
|
87.8K
$6.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9.44K- 61.48% |
$396K - $452K
|
5.91K
$422K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-59.3K- 35.48% |
$2.49M - $2.84M
|
108K
$7.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-55- 0.64% |
$2.31K - $2.63K
|
8.49K
$606K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.4KNew |
$143K - $163K
|
3.4K
$243K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.1KNew |
$3.15M - $3.6M
|
75.1K
$5.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-64- 0.62% |
$2.68K - $3.07K
|
10.3K
$737K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.3K- 35.44% |
$517K - $590K
|
22.4K
$1.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.9K+ 31.31% |
$121K - $139K
|
12.1K
$866K
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
105KNew |
$4.4M - $5.03M
|
105K
$7.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-106K- 78.15% |
$4.43M - $5.06M
|
29.5K
$2.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
43.8K+ 77.04% |
$1.83M - $2.1M
|
101K
$7.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
202New |
$8.47K - $9.68K
|
202
$14.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
140KNew |
$5.89M - $6.73M
|
140K
$10M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
25.8K+ 415.48% |
$1.08M - $1.23M
|
32K
$2.28M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7New |
$294 - $335
|
7
$499
|
|