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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.45K+ 67.87% |
$149K - $165K
|
6.05K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-4.59K- 2.12% |
$279K - $310K
|
212K
$16.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.37K+ 6.04% |
$144K - $160K
|
41.6K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
242New |
$14.7K - $16.3K
|
242
$19.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.05KNew |
$247K - $274K
|
4.05K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.45KNew |
$210K - $233K
|
3.45K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.1KNew |
$250K - $277K
|
4.1K
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
13.8K+ 85.19% |
$840K - $932K
|
30K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.1K- 95.98% |
$250K - $277K
|
172
$13.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
30.3KNew |
$1.84M - $2.04M
|
30.3K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-32.6K- 77.0% |
$1.98M - $2.2M
|
9.73K
$769K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.4K+ 6.98% |
$5.08M - $5.63M
|
1.28M
$101M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.7K- 1.38% |
$2.29M - $2.55M
|
2.69M
$212M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.26K+ 75.28% |
$198K - $220K
|
7.59K
$600K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
143New |
$8.7K - $9.65K
|
143
$11.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 35.0% |
$426 - $473
|
13
$1.03K
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.52K+ 29.36% |
$336K - $372K
|
24.3K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.9K+ 57.68% |
$1.39M - $1.55M
|
62.6K
$4.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
562+ 720.51% |
$34.2K - $37.9K
|
640
$50.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.66KNew |
$466K - $517K
|
7.66K
$605K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3K+ 120.0% |
$183K - $203K
|
5.5K
$435K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 2.22% |
$223K - $248K
|
169K
$13.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$60.8 - $67.5
|
4.88K
$385K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.83K+ 126.39% |
$233K - $259K
|
6.86K
$543K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-120K- 19.93% |
$7.01M - $7.76M
|
483K
$38.2M
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
126New |
$7.34K - $8.13K
|
126
$9.96K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.01KNew |
$233K - $258K
|
4.01K
$317K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.76KNew |
$394K - $436K
|
6.76K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.8KNew |
$1.62M - $1.79M
|
27.8K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
437+ 22.82% |
$25.5K - $28.2K
|
2.35K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.31K- 36.57% |
$135K - $149K
|
4.01K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.99K- 7.88% |
$407K - $451K
|
81.7K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-78.7K- 86.39% |
$4.58M - $5.08M
|
12.4K
$980K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-200- 2.17% |
$11.6K - $12.9K
|
9.01K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
136New |
$7.92K - $8.77K
|
136
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
781New |
$45.5K - $50.4K
|
781
$61.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
765New |
$44.6K - $49.4K
|
765
$60.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.22K- 13.79% |
$188K - $208K
|
20.1K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.17K- 12.22% |
$68K - $75.3K
|
8.39K
$663K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
27.1K+ 2.27% |
$1.58M - $1.75M
|
1.22M
$96.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.29KNew |
$424K - $470K
|
7.29K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-141- 8.4% |
$8.21K - $9.1K
|
1.54K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
140New |
$8.15K - $9.03K
|
140
$11.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-770K- 61.05% |
$44.9M - $49.7M
|
491K
$38.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$58.2 - $64.5
|
1
$79.1
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.3K- 79.8% |
$657K - $728K
|
2.86K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.85KNew |
$166K - $184K
|
2.85K
$225K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
14New |
$815 - $903
|
14
$1.11K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
PUT |
10.6KNew |
$617K - $684K
|
10.6K
$838K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-717- 16.43% |
$41.8K - $46.3K
|
3.65K
$288K
|
|