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 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 4.88% |
$77.5K - $96.4K
|
25.8K
$1.88M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-111K- 86.63% |
$6.49M - $8.08M
|
17.1K
$1.25M
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-779- 6.34% |
$45.5K - $56.6K
|
11.5K
$837K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.09K+ 2.35% |
$414K - $516K
|
309K
$22.5M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-355- 0.42% |
$20.7K - $25.8K
|
84.1K
$6.12M
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-143K- 29.42% |
$8.32M - $10.4M
|
342K
$24.9M
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
346+ 0.63% |
$20.2K - $25.2K
|
55.1K
$4.01M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-68- 0.33% |
$3.97K - $4.94K
|
20.3K
$1.47M
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
8.17K+ 57.99% |
$477K - $594K
|
22.3K
$1.62M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-91- 2.33% |
$5.32K - $6.61K
|
3.82K
$278K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24.8K+ 170.54% |
$1.45M - $1.8M
|
39.3K
$2.86M
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.63K- 29.2% |
$212K - $264K
|
8.79K
$640K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.72K+ 10.28% |
$217K - $271K
|
39.9K
$2.91M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-94- 2.94% |
$5.49K - $6.83K
|
3.1K
$226K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.29K+ 22.67% |
$134K - $166K
|
12.4K
$901K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.45K+ 15.15% |
$84.5K - $105K
|
11K
$800K
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.27KNew |
$541K - $673K
|
9.27K
$674K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-46.6K- 45.37% |
$2.72M - $3.39M
|
56.2K
$4.09M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-211- 6.79% |
$12.3K - $15.3K
|
2.9K
$211K
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.09K+ 3.57% |
$63.4K - $78.9K
|
31.5K
$2.29M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.3K- 1.66% |
$251K - $312K
|
255K
$18.6M
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
8.41K+ 6.3% |
$491K - $611K
|
142K
$10.3M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.93KNew |
$171K - $213K
|
2.93K
$213K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.81KNew |
$164K - $204K
|
2.81K
$204K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.2K- 24.57% |
$1.71M - $2.12M
|
89.7K
$6.53M
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-74- 0.63% |
$4.32K - $5.38K
|
11.6K
$846K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299K+ 431.11% |
$17.4M - $21.7M
|
368K
$26.8M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
18.1K+ 10.07% |
$1.06M - $1.31M
|
198K
$14.4M
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-13.8K- 6.3% |
$806K - $1M
|
205K
$14.9M
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.12K- 9.3% |
$533K - $663K
|
89K
$6.48M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.17K- 3.34% |
$68.3K - $85K
|
33.9K
$2.47M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.9K+ 1.99% |
$1.34M - $1.67M
|
1.18M
$85.6M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-282K- 42.48% |
$16.5M - $20.5M
|
382K
$27.8M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.9K- 6.4% |
$697K - $868K
|
175K
$12.7M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.36K- 8.93% |
$138K - $172K
|
24.1K
$1.75M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-424- 11.08% |
$24.8K - $30.8K
|
3.4K
$248K
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
2.98KNew |
$174K - $217K
|
2.98K
$217K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
20+ 0.19% |
$1.17K - $1.45K
|
10.5K
$767K
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.58K+ 5.72% |
$150K - $187K
|
47.6K
$3.47M
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
4.51K+ 17.22% |
$263K - $328K
|
30.7K
$2.23M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-113- 0.22% |
$6.6K - $8.21K
|
50.2K
$3.65M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47M+ 75.57% |
$86.1M - $107M
|
3.43M
$249M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-590- 15.09% |
$34.5K - $42.9K
|
3.32K
$242K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.49K- 19.62% |
$438K - $545K
|
30.7K
$2.23M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.4MNew |
$140M - $175M
|
2.4M
$175M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
115+ 0.23% |
$6.72K - $8.36K
|
50.6K
$3.69M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-564K- 97.23% |
$32.9M - $41M
|
16K
$1.17M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-101- 0.76% |
$5.9K - $7.34K
|
13.1K
$954K
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.17K+ 3.21% |
$185K - $230K
|
102K
$7.41M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.83K- 12.99% |
$107K - $133K
|
12.2K
$889K
|