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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
3.1KNew |
$188K - $209K
|
3.1K
$225K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.9K+ 57.68% |
$1.39M - $1.55M
|
62.6K
$4.56M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-781- 11.29% |
$47.5K - $52.7K
|
6.13K
$446K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
562+ 720.51% |
$34.2K - $37.9K
|
640
$46.6K
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.66KNew |
$466K - $517K
|
7.66K
$557K
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
10KNew |
$611K - $678K
|
10K
$731K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3K+ 120.0% |
$183K - $203K
|
5.5K
$400K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 2.22% |
$223K - $248K
|
169K
$12.3M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$60.8 - $67.5
|
4.88K
$355K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$60.8 - $67.5
|
1
$72.8
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.83K+ 126.39% |
$233K - $259K
|
6.86K
$499K
|
|
Q2 2024 | |||||||
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
126New |
$7.34K - $8.13K
|
126
$9.17K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
12.9KNew |
$754K - $835K
|
12.9K
$942K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.01KNew |
$233K - $258K
|
4.01K
$291K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.76KNew |
$394K - $436K
|
6.76K
$492K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.8KNew |
$1.62M - $1.79M
|
27.8K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
437+ 22.82% |
$25.5K - $28.2K
|
2.35K
$171K
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.31K- 36.57% |
$135K - $149K
|
4.01K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.99K- 7.88% |
$407K - $451K
|
81.7K
$5.94M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.5KNew |
$1.89M - $2.1M
|
32.5K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-78.7K- 86.39% |
$4.58M - $5.08M
|
12.4K
$902K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-200- 2.17% |
$11.6K - $12.9K
|
9.01K
$656K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
136New |
$7.92K - $8.77K
|
136
$9.9K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
781New |
$45.5K - $50.4K
|
781
$56.8K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
765New |
$44.6K - $49.4K
|
765
$55.7K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.22K- 13.79% |
$188K - $208K
|
20.1K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.7K+ 67.44% |
$857K - $949K
|
36.5K
$2.66M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.17K- 12.22% |
$68K - $75.3K
|
8.39K
$610K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
27.1K+ 2.27% |
$1.58M - $1.75M
|
1.22M
$88.9M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.29KNew |
$424K - $470K
|
7.29K
$530K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-141- 8.4% |
$8.21K - $9.1K
|
1.54K
$112K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-838- 4.89% |
$48.8K - $54.1K
|
16.3K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
140New |
$8.15K - $9.03K
|
140
$10.2K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.05KNew |
$236K - $261K
|
4.05K
$295K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
274+ 8.35% |
$16K - $17.7K
|
3.56K
$259K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-770K- 61.05% |
$44.9M - $49.7M
|
491K
$35.8M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$58.2 - $64.5
|
1
$72.8
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.3K- 79.8% |
$657K - $728K
|
2.86K
$208K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.85KNew |
$166K - $184K
|
2.85K
$207K
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
14New |
$815 - $903
|
14
$1.02K
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
PUT |
10.6KNew |
$617K - $684K
|
10.6K
$771K
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-717- 16.43% |
$41.8K - $46.3K
|
3.65K
$265K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6New |
$349 - $387
|
6
$437
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 3.3% |
$70.5K - $78.1K
|
35.4K
$2.58M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-256- 58.05% |
$14.9K - $16.5K
|
185
$13.5K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-108- 10.13% |
$6.29K - $6.97K
|
958
$69.7K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46New |
$2.68K - $2.97K
|
46
$3.35K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.37KNew |
$138K - $153K
|
2.37K
$172K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-408- 7.08% |
$23.8K - $26.3K
|
5.36K
$390K
|