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 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24.8K+ 21.69% |
$1.45M - $1.81M
|
139K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.39K - $2.98K
|
41
$2.98K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.48K- 14.94% |
$261K - $325K
|
25.5K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.95K+ 54.6% |
$114K - $142K
|
5.53K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.99K- 1.35% |
$116K - $145K
|
146K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.09K+ 7.19% |
$180K - $224K
|
46K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-285- 4.18% |
$16.6K - $20.7K
|
6.53K
$475K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.75K- 9.36% |
$277K - $345K
|
45.9K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.24KNew |
$189K - $235K
|
3.24K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-583- 1.07% |
$34.1K - $42.4K
|
53.9K
$3.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.28K+ 12.37% |
$192K - $239K
|
29.8K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 1.07% |
$23.4K - $29.1K
|
37K
$2.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 1.44% |
$97.8K - $122K
|
118K
$8.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
47.1K+ 204726.09% |
$2.75M - $3.42M
|
47.1K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-4.3K- 26.52% |
$251K - $313K
|
11.9K
$867K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.05K+ 2.5% |
$236K - $294K
|
166K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.08KNew |
$530K - $660K
|
9.08K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.75K+ 0.7% |
$219K - $273K
|
540K
$39.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$280K - $349K
|
4.8K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 35.81% |
$685K - $853K
|
21K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15KNew |
$876K - $1.09M
|
15K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
72New |
$4.21K - $5.23K
|
72
$5.24K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.5K+ 3.17% |
$1.37M - $1.71M
|
766K
$55.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$117 - $145
|
4.94K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.98K- 21.38% |
$408K - $507K
|
25.7K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
85K+ 1664.47% |
$4.96M - $6.18M
|
90.1K
$6.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-86.6K- 9.91% |
$5.06M - $6.3M
|
788K
$57.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
120+ 0.24% |
$7.01K - $8.72K
|
49.5K
$3.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.3K+ 28.13% |
$1.13M - $1.4M
|
87.8K
$6.39M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-51.8K- 5.91% |
$3.03M - $3.77M
|
826K
$60.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.17K+ 18.28% |
$68.3K - $85K
|
7.57K
$551K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.88K- 0.42% |
$110K - $136K
|
444K
$32.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
13.7K+ 13.73% |
$798K - $993K
|
113K
$8.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.3K- 6.76% |
$75.7K - $94.2K
|
17.9K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-700- 4.44% |
$40.9K - $50.9K
|
15.1K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
161+ 1.06% |
$9.4K - $11.7K
|
15.3K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.58K+ 1.6% |
$443K - $551K
|
480K
$35M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-538- 2.87% |
$31.4K - $39.1K
|
18.2K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.99K- 15.52% |
$175K - $218K
|
16.3K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.35K- 19.41% |
$78.7K - $97.9K
|
5.59K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
100K+ 18.67% |
$5.87M - $7.3M
|
639K
$46.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105K- 31.15% |
$6.13M - $7.63M
|
232K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.74K+ 10.6% |
$160K - $199K
|
28.5K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
108K+ 3.12% |
$6.28M - $7.82M
|
3.55M
$259M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268K+ 1225.54% |
$15.6M - $19.5M
|
290K
$21.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.17K+ 4.98% |
$302K - $375K
|
109K
$7.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.47K+ 6.34% |
$144K - $179K
|
41.4K
$3.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
58+ 0.15% |
$3.39K - $4.22K
|
39.7K
$2.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.68K- 77.01% |
$97.8K - $122K
|
500
$36.4K
|