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 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.48KNew |
$98.5K - $105K
|
1.48K
$98.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18.2K+ 37.41% |
$1.22M - $1.3M
|
67K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.89KNew |
$660K - $707K
|
9.89K
$660K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
257K+ 3.29% |
$17.1M - $18.4M
|
8.05M
$537M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-61K- 44.82% |
$4.07M - $4.36M
|
75K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.4K- 15.38% |
$1.36M - $1.46M
|
112K
$7.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-15- 2.21% |
$1K - $1.07K
|
663
$44.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10.4K+ 41.7% |
$691K - $740K
|
35.2K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
285+ 10.82% |
$19K - $20.4K
|
2.92K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
136+ 2.19% |
$9.08K - $9.73K
|
6.35K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
305+ 4.82% |
$20.4K - $21.8K
|
6.64K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.5KNew |
$901K - $965K
|
13.5K
$900K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-49.3K- 58.17% |
$3.29M - $3.53M
|
35.4K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.72K+ 13.41% |
$115K - $123K
|
14.5K
$969K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-515- 13.92% |
$34.4K - $36.8K
|
3.19K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.1K- 11.35% |
$73.3K - $78.5K
|
8.57K
$572K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
9.36K+ 4.91% |
$625K - $669K
|
200K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20K+ 29.55% |
$1.34M - $1.43M
|
87.9K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.92M+ 2019.12% |
$195M - $209M
|
3.07M
$205M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-409- 1.99% |
$27.3K - $29.3K
|
20.2K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 1.84% |
$145K - $155K
|
115K
$7.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
60.6K+ 1029.46% |
$4.05M - $4.34M
|
66.5K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.2K- 1.72% |
$1.02M - $1.09M
|
869K
$57.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
331KNew |
$22.1M - $23.7M
|
331K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
264+ 4.34% |
$17.6K - $18.9K
|
6.35K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.04K- 11.41% |
$136K - $146K
|
15.8K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3+ 0.01% |
$200 - $215
|
22.2K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11.6K+ 8.79% |
$775K - $830K
|
144K
$9.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26+ 0.06% |
$1.74K - $1.86K
|
45.7K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.6K- 2.4% |
$977K - $1.05M
|
596K
$39.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28M+ 57.54% |
$85.5M - $91.6M
|
3.5M
$234M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
612+ 3.07% |
$40.9K - $43.8K
|
20.5K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
60.3KNew |
$4.02M - $4.31M
|
60.3K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-182- 0.12% |
$12.2K - $13K
|
154K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.25% |
$2.47K - $2.65K
|
15K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 12.29% |
$1.02M - $1.09M
|
139K
$9.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-619- 5.37% |
$41.3K - $44.3K
|
10.9K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 13.04% |
$511K - $547K
|
51K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-290K- 8.43% |
$19.4M - $20.8M
|
3.15M
$210M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$194K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 27.86% |
$811K - $868K
|
55.7K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$467 - $501
|
4.05K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
10.8K+ 1.22% |
$724K - $775K
|
898K
$59.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.23K+ 6.04% |
$282K - $302K
|
74.3K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68.9K+ 238.51% |
$4.6M - $4.93M
|
97.8K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
485+ 11.46% |
$32.4K - $34.7K
|
4.72K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-179- 0.64% |
$12K - $12.8K
|
27.7K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-15.2K- 3.44% |
$1.01M - $1.08M
|
425K
$28.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
43KNew |
$2.87M - $3.08M
|
43K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$194K
|