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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-80- 1.58% |
$4.66K - $5.16K
|
4.98K
$363K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
68New |
$3.96K - $4.39K
|
68
$4.95K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.27% |
$116 - $129
|
745
$54.2K
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
8.21KNew |
$478K - $529K
|
8.21K
$597K
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
210New |
$12.2K - $13.5K
|
210
$15.3K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-301- 1.26% |
$17.5K - $19.4K
|
23.5K
$1.71M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.46KNew |
$202K - $223K
|
3.46K
$252K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
195New |
$11.4K - $12.6K
|
195
$14.2K
|
|
Q1 2024 | |||||||
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-4.4K- 1.47% |
$242K - $270K
|
294K
$21.4M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
593+ 4.44% |
$32.6K - $36.5K
|
13.9K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
PUT |
-77K- 56.2% |
$4.23M - $4.74M
|
60K
$4.37M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.1% |
$55 - $61.5
|
1.05K
$76.5K
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.81KNew |
$209K - $234K
|
3.81K
$277K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36.9KNew |
$2.03M - $2.27M
|
36.9K
$2.68M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.04KNew |
$387K - $433K
|
7.04K
$513K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 2.93% |
$355K - $397K
|
214K
$15.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.8K+ 1.93% |
$1.59M - $1.77M
|
1.52M
$111M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
80.4K+ 61.25% |
$4.42M - $4.94M
|
212K
$15.4M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.8KNew |
$209K - $234K
|
3.8K
$277K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.82K- 93.57% |
$100K - $112K
|
125
$9.1K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
421New |
$23.1K - $25.9K
|
421
$30.6K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
990New |
$54.4K - $60.9K
|
990
$72K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
643New |
$35.3K - $39.6K
|
643
$46.8K
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.69KNew |
$258K - $289K
|
4.69K
$341K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
159KNew |
$8.72M - $9.76M
|
159K
$11.5M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-39Closed |
$2.14K - $2.4K
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.18K- 26.25% |
$64.9K - $72.6K
|
3.32K
$241K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
234+ 2.42% |
$12.9K - $14.4K
|
9.91K
$721K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.18KNew |
$285K - $319K
|
5.18K
$377K
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-356- 6.22% |
$19.6K - $21.9K
|
5.37K
$391K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.2KNew |
$1M - $1.12M
|
18.2K
$1.32M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.12KNew |
$61.5K - $68.9K
|
1.12K
$81.4K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
97.9K+ 24.02% |
$5.38M - $6.02M
|
506K
$36.8M
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.4K- 27.04% |
$76.8K - $86K
|
3.77K
$275K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
13.7KNew |
$752K - $841K
|
13.7K
$995K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
251+ 23.57% |
$13.8K - $15.4K
|
1.32K
$95.8K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-13.8K- 97.73% |
$760K - $850K
|
321
$23.4K
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.5KNew |
$192K - $215K
|
3.5K
$254K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
711New |
$39.1K - $43.7K
|
711
$51.7K
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.24KNew |
$233K - $261K
|
4.24K
$309K
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$218K - $244K
|
3.97K
$289K
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-78.7K- 93.88% |
$4.33M - $4.84M
|
5.13K
$374K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-6.24K- 50.28% |
$343K - $384K
|
6.17K
$449K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.7K- 81.68% |
$588K - $658K
|
2.4K
$175K
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.66K- 45.24% |
$256K - $287K
|
5.64K
$410K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $203K
|
3.3K
$240K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10New |
$550 - $615
|
10
$728
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-185- 49.73% |
$10.2K - $11.4K
|
187
$13.6K
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.87K- 33.56% |
$103K - $115K
|
3.7K
$269K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
278+ 76.58% |
$15.3K - $17.1K
|
641
$46.6K
|