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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-283Closed |
$14.3K - $15.9K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.5KNew |
$75.6K - $84.2K
|
1.5K
$99.3K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55New |
$2.77K - $3.09K
|
55
$3.64K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.03KClosed |
$203K - $226K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
425KNew |
$21.5M - $23.9M
|
425K
$28.2M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.35KNew |
$371K - $413K
|
7.35K
$487K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
22+ 5.9% |
$1.11K - $1.24K
|
395
$26.1K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-48.6KClosed |
$2.45M - $2.73M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-15.3KClosed |
$771K - $859K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-940Closed |
$47.4K - $52.8K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-161KClosed |
$8.12M - $9.04M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 307.69% |
$10.1K - $11.2K
|
265
$17.5K
|
|
Q3 2021 | |||||||
Nov 02, 2021
Q3 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-51KClosed |
$2.55M - $2.72M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
5.4KNew |
$270K - $288K
|
5.4K
$357K
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.05KClosed |
$452K - $482K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.59KClosed |
$130K - $138K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-4.04KClosed |
$202K - $215K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
488New |
$24.4K - $26K
|
488
$32.3K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
113KNew |
$5.65M - $6.03M
|
113K
$7.49M
|
|
Q2 2021 | |||||||
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.42KClosed |
$208K - $223K
|
0
$0
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
SELL
|
- |
-4.66KClosed |
$219K - $234K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-261KClosed |
$12.3M - $13.1M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3KClosed |
$141K - $151K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-981Closed |
$46.2K - $49.4K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.35KClosed |
$111K - $118K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-846Closed |
$39.8K - $42.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-910Closed |
$42.8K - $45.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.04KClosed |
$49K - $52.3K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.5KNew |
$543K - $581K
|
11.5K
$764K
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-5.65KClosed |
$266K - $284K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-49KClosed |
$2.31M - $2.47M
|
0
$0
|
|
Q1 2021 | |||||||
Oct 13, 2021
Q1 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.03KClosed |
$88.2K - $95K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.79KClosed |
$251K - $271K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-7.13KClosed |
$309K - $333K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-500Closed |
$21.7K - $23.4K
|
0
$0
|
|
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
$596
|
|
Q4 2020 | |||||||
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 19.25% |
$57K - $65.3K
|
6.23K
$413K
|
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
6.07KNew |
$233K - $267K
|
6.07K
$402K
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
1.22MNew |
$46.6M - $53.4M
|
1.22M
$80.4M
|
|
Feb 11, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
215KNew |
$8.23M - $9.43M
|
215K
$14.2M
|
|
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
$318K
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
355KNew |
$13.6M - $15.6M
|
355K
$23.5M
|
|
Q3 2020 | |||||||
Oct 30, 2020
Q3 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-8.85KClosed |
$323K - $372K
|
0
$0
|