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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
279New |
$15.3K - $17.2K
|
279
$20.3K
|
|
| Q4 2023 | |||||||
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
394New |
$19K - $22.1K
|
394
$28.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.45KNew |
$118K - $138K
|
2.45K
$179K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500New |
$24.1K - $28K
|
500
$36.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
35.2KNew |
$1.7M - $1.98M
|
35.2K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.7KNew |
$663K - $769K
|
13.7K
$998K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21New |
$1.01K - $1.18K
|
21
$1.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$609K - $707K
|
12.6K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.67KNew |
$322K - $374K
|
6.67K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.34KNew |
$306K - $355K
|
6.34K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
691KNew |
$33.3M - $38.7M
|
691K
$50.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.63KNew |
$175K - $204K
|
3.63K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
177+ 7.0% |
$8.55K - $9.93K
|
2.71K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
8.96KNew |
$433K - $503K
|
8.96K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-4.32K- 37.52% |
$208K - $242K
|
7.19K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
900+ 18.0% |
$43.5K - $50.5K
|
5.9K
$429K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-215- 99.54% |
$10.4K - $12.1K
|
1
$72.8
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
3.94KNew |
$190K - $221K
|
3.94K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12.2KNew |
$587K - $682K
|
12.2K
$885K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.42% |
$290 - $336
|
1.44K
$105K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-5.17K- 58.74% |
$250K - $290K
|
3.63K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
21.4KNew |
$1.03M - $1.2M
|
21.4K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2New |
$96.6 - $112
|
2
$146
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.56K+ 17093.33% |
$124K - $144K
|
2.58K
$188K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.85K- 67.67% |
$89.3K - $104K
|
884
$64.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.58KNew |
$173K - $201K
|
3.58K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.64K- 6.11% |
$79.3K - $92.1K
|
25.3K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.68K- 4.46% |
$226K - $263K
|
100K
$7.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29.8K+ 10.21% |
$1.44M - $1.67M
|
322K
$23.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.63KNew |
$175K - $204K
|
3.63K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.65K+ 0.59% |
$418K - $485K
|
1.47M
$107M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-28.5K- 9.18% |
$1.37M - $1.6M
|
281K
$20.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
327New |
$15.8K - $18.3K
|
327
$23.8K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
241New |
$11.6K - $13.5K
|
241
$17.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.08KNew |
$294K - $341K
|
6.08K
$442K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
41.4KNew |
$2M - $2.32M
|
41.4K
$3.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
8.9KNew |
$430K - $499K
|
8.9K
$647K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
158+ 46.75% |
$7.63K - $8.86K
|
496
$36.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.33K+ 29.24% |
$209K - $243K
|
19.1K
$1.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.97KNew |
$192K - $223K
|
3.97K
$289K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
115+ 143.75% |
$5.76K - $6.19K
|
195
$14.2K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43New |
$2.15K - $2.31K
|
43
$3.13K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.71% |
$100 - $108
|
282
$20.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28New |
$1.4K - $1.51K
|
28
$2.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-17.7K- 25.9% |
$886K - $952K
|
50.6K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.1KNew |
$755K - $811K
|
15.1K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
7.8KNew |
$391K - $420K
|
7.8K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
178KNew |
$8.89M - $9.56M
|
178K
$12.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 31.4% |
$532K - $571K
|
23.2K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
620New |
$31.1K - $33.4K
|
620
$45.1K
|
|