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 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-38Closed |
$1.65K - $1.78K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.36KClosed |
$102K - $110K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-16.5KClosed |
$714K - $769K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5.33KClosed |
$231K - $249K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-300KClosed |
$13M - $14M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.57KClosed |
$198K - $213K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9New |
$390 - $420
|
9
$620
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 19.25% |
$57K - $65.3K
|
6.23K
$429K
|
|
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
6.07KNew |
$233K - $267K
|
6.07K
$418K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
1.22MNew |
$46.6M - $53.4M
|
1.22M
$83.7M
|
|
|
Feb 11, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
215KNew |
$8.23M - $9.43M
|
215K
$14.8M
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-172KClosed |
$6.59M - $7.55M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.8KNew |
$184K - $211K
|
4.8K
$331K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
355KNew |
$13.6M - $15.6M
|
355K
$24.5M
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-8.85KClosed |
$323K - $372K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
274+ 4.64% |
$7.92K - $10.4K
|
6.18K
$426K
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-7.33KClosed |
$212K - $278K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6.6KClosed |
$191K - $251K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-11.3KClosed |
$327K - $429K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-9.31KClosed |
$269K - $354K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.98KClosed |
$115K - $151K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-26.6KClosed |
$770K - $1.01M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Moseley Investment Management Inc
|
SELL
|
- |
-8.5KClosed |
$246K - $323K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-34.8KClosed |
$1.01M - $1.32M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-272KClosed |
$7.87M - $10.3M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-20.7KClosed |
$541K - $824K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-100Closed |
$2.61K - $3.98K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-6.47KClosed |
$169K - $257K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-21KClosed |
$549K - $836K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-96.7KClosed |
$2.53M - $3.85M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-14Closed |
$366 - $557
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.07KClosed |
$185K - $281K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-709Closed |
$18.5K - $28.2K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-525Closed |
$13.7K - $20.9K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-85.6KClosed |
$2.24M - $3.41M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.78KClosed |
$203K - $310K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-30.8KClosed |
$804K - $1.22M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Cordasco Financial Network
|
SELL
|
- |
-29Closed |
$758 - $1.15K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-43.9KClosed |
$1.15M - $1.75M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-150Closed |
$3.92K - $5.97K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.79KClosed |
$151K - $230K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 06, 2020
Q4 2019
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8KNew |
$270K - $304K
|
8K
$551K
|
|
|
Feb 12, 2020
Q4 2019
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-13.7KClosed |
$464K - $521K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-28.1KClosed |
$950K - $1.07M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.11KClosed |
$274K - $308K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-7.35KClosed |
$249K - $279K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.01KClosed |
$271K - $304K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.71KClosed |
$163K - $167K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-7.17KClosed |
$249K - $254K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.04KClosed |
$209K - $213K
|
0
$0
|
|