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 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.21M- 21.58% |
$129M - $161M
|
8.03M
$584M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.37K+ 15.17% |
$79.8K - $99.3K
|
10.4K
$755K
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-64- 1.66% |
$3.74K - $4.65K
|
3.78K
$275K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.09KNew |
$356K - $442K
|
6.09K
$443K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-3.29K- 3.41% |
$192K - $239K
|
93.1K
$6.78M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.27% |
$58.4 - $72.7
|
376
$27.4K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
115+ 0.78% |
$6.72K - $8.36K
|
14.8K
$1.07M
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 0.57% |
$750K - $933K
|
2.26M
$165M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.58K- 3.17% |
$326K - $406K
|
170K
$12.4M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
530+ 81.92% |
$31K - $38.5K
|
1.18K
$85.7K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
391New |
$22.8K - $28.4K
|
391
$28.5K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3- 0.4% |
$175 - $218
|
756
$55K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
292New |
$17.1K - $21.2K
|
292
$21.2K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
440New |
$25.7K - $32K
|
440
$32K
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.73K- 14.88% |
$101K - $126K
|
9.91K
$721K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
16.4K+ 7.65% |
$960K - $1.19M
|
231K
$16.8M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-996- 3.38% |
$58.2K - $72.4K
|
28.5K
$2.07M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 5.06% |
$729K - $907K
|
259K
$18.9M
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.4K+ 13.17% |
$726K - $904K
|
107K
$7.77M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106- 1.78% |
$6.19K - $7.71K
|
5.86K
$426K
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-47- 1.25% |
$2.75K - $3.42K
|
3.72K
$271K
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-14- 0.34% |
$818 - $1.02K
|
4.08K
$297K
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
186KNew |
$10.9M - $13.5M
|
186K
$13.5M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36.9K+ 149.59% |
$2.16M - $2.69M
|
61.6K
$4.49M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.43K+ 14.83% |
$83.3K - $104K
|
11K
$803K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 4.28% |
$62K - $77.1K
|
25.9K
$1.88M
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-125K- 96.26% |
$7.3M - $9.09M
|
4.85K
$353K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-161- 0.85% |
$9.4K - $11.7K
|
18.9K
$1.37M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-23K- 55.0% |
$1.34M - $1.67M
|
18.8K
$1.37M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
458+ 9.56% |
$26.8K - $33.3K
|
5.25K
$382K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
64+ 0.23% |
$3.74K - $4.65K
|
28.4K
$2.07M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-3.89K- 12.78% |
$227K - $283K
|
26.6K
$1.93M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.24K- 10.44% |
$72.1K - $89.8K
|
10.6K
$771K
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-102K- 60.02% |
$5.96M - $7.41M
|
67.9K
$4.94M
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.92K+ 2.64% |
$346K - $430K
|
230K
$16.7M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
217+ 3.08% |
$12.7K - $15.8K
|
7.25K
$528K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
848+ 21.83% |
$49.5K - $61.6K
|
4.73K
$344K
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-46.8K- 39.85% |
$2.74M - $3.41M
|
70.7K
$5.15M
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-923- 0.64% |
$53.9K - $67.1K
|
144K
$10.5M
|
|
Q1 2025 | |||||||
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
745+ 7.82% |
$48.3K - $53.7K
|
10.3K
$748K
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-5.09K- 27.95% |
$330K - $367K
|
13.1K
$956K
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10KNew |
$652K - $725K
|
10K
$731K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
54.4K+ 33.34% |
$3.53M - $3.92M
|
217K
$15.8M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8New |
$519 - $577
|
8
$582
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
220K+ 101.65% |
$14.3M - $15.9M
|
437K
$31.8M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7.01K+ 1.34% |
$455K - $506K
|
531K
$38.6M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-118- 0.96% |
$7.66K - $8.51K
|
12.2K
$889K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.51K+ 4.62% |
$98K - $109K
|
34.2K
$2.49M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-130- 0.05% |
$8.43K - $9.37K
|
237K
$17.2M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
39.8K+ 4.01% |
$2.58M - $2.87M
|
1.03M
$75.2M
|