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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
20K+ 420.26% |
$839K - $1.01M
|
24.7K
$1.76M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.7K+ 4.75% |
$448K - $540K
|
235K
$16.8M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 350.0% |
$294 - $354
|
9
$642
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
403+ 0.22% |
$16.9K - $20.4K
|
180K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$210 - $253
|
1.25K
$88.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-40- 3.14% |
$1.68K - $2.02K
|
1.24K
$88.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-109K- 85.89% |
$4.57M - $5.5M
|
17.9K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.03M+ 18.85% |
$43.4M - $52.2M
|
6.52M
$465M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19KNew |
$799K - $962K
|
19K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.45KNew |
$229K - $275K
|
5.45K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-379- 23.48% |
$15.9K - $19.2K
|
1.24K
$88.1K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
214New |
$8.99K - $10.8K
|
214
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-219- 14.18% |
$9.2K - $11.1K
|
1.33K
$94.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-102K- 8.6% |
$4.27M - $5.14M
|
1.08M
$77.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.68K+ 94.14% |
$196K - $236K
|
9.64K
$688K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
91KNew |
$3.82M - $4.6M
|
91K
$6.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-21.6K- 89.26% |
$905K - $1.09M
|
2.59K
$185K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$84 - $101
|
2
$143
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.94K+ 7966.13% |
$207K - $250K
|
5K
$357K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
528New |
$22.2K - $26.7K
|
528
$37.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
4.42K+ 12.37% |
$186K - $223K
|
40.2K
$2.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-4- 16.0% |
$168 - $202
|
21
$1.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.9K+ 1.87% |
$79.6K - $95.8K
|
103K
$7.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-373- 22.3% |
$15.7K - $18.9K
|
1.3K
$92.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-311- 5.47% |
$13.1K - $15.7K
|
5.38K
$384K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-382- 7.33% |
$16K - $19.3K
|
4.83K
$345K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
55+ 0.06% |
$2.31K - $2.78K
|
85.9K
$6.13M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-230- 2.61% |
$9.66K - $11.6K
|
8.6K
$613K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
394New |
$16.5K - $19.9K
|
394
$28.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.65KNew |
$237K - $285K
|
5.65K
$403K
|
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
297KNew |
$12.5M - $15M
|
297K
$21.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
14.7KNew |
$617K - $743K
|
14.7K
$1.05M
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4+ 0.28% |
$168 - $202
|
1.44K
$103K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
241New |
$10.1K - $12.2K
|
241
$17.2K
|
|
| Q2 2022 | |||||||
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.33KNew |
$101K - $125K
|
2.33K
$166K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.53KClosed |
$109K - $136K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 32.26% |
$432 - $537
|
41
$2.92K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-3.8KClosed |
$164K - $204K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.49KClosed |
$107K - $134K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.3KClosed |
$186K - $231K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18New |
$777 - $967
|
18
$1.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.37K- 19.25% |
$145K - $181K
|
14.1K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
382New |
$16.5K - $20.5K
|
382
$27.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
35.8K+ 114.36% |
$1.55M - $1.92M
|
67.1K
$4.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.95KClosed |
$170K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.48KClosed |
$193K - $241K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-183Closed |
$7.9K - $9.83K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.84KClosed |
$166K - $206K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-317Closed |
$13.7K - $17K
|
0
$0
|
|