Latest Institutional Purchases of Spdr Index Shs Fds S Spdr Port (SPGM)
This list provides information on the latest institutional transactions involving Spdr Index Shs Fds S Spdr Port (SPGM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$29.4M - $31M
|
465K
$31M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
244K+ 504.08% |
$15.4M - $16.2M
|
292K
$19.4M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
125KNew |
$7.93M - $8.36M
|
125K
$8.36M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.2K+ 20.61% |
$5.45M - $5.74M
|
504K
$33.6M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.4K+ 38.56% |
$5.21M - $5.49M
|
296K
$19.7M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.3KNew |
$1.22M - $1.29M
|
19.3K
$1.29M
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
19K+ 329.77% |
$1.2M - $1.26M
|
24.7K
$1.65M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 92.6% |
$1.02M - $1.07M
|
33.4K
$2.23M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 19.13% |
$854K - $900K
|
84.1K
$5.61M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.8KNew |
$807K - $851K
|
12.8K
$851K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.67K+ 527.55% |
$611K - $645K
|
11.5K
$767K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.95K+ 21.88% |
$566K - $597K
|
49.9K
$3.32M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.84K+ 2.0% |
$433K - $456K
|
349K
$23.3M
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.83KNew |
$368K - $388K
|
5.83K
$388K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.01KNew |
$317K - $334K
|
5.01K
$334K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$278K - $293K
|
4.4K
$293K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.2K+ 0.32% |
$266K - $280K
|
1.32M
$87.8M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.94K+ 4.99% |
$249K - $262K
|
82.7K
$5.51M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.79K+ 76.07% |
$239K - $252K
|
8.77K
$584K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.57K+ 322.78% |
$226K - $238K
|
4.68K
$312K
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.41K+ 4.92% |
$216K - $227K
|
72.8K
$4.85M
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.2K+ 6.25% |
$202K - $213K
|
54.4K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 25.24% |
$184K - $194K
|
14.5K
$964K
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.93K+ 5.23% |
$122K - $128K
|
38.7K
$2.58M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 3.28% |
$90.8K - $95.7K
|
45.2K
$3.01M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33KNew |
$84.2K - $88.7K
|
1.33K
$88.7K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.29K+ 2.11% |
$81.6K - $86K
|
62.4K
$4.16M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.29KNew |
$81.3K - $85.6K
|
1.29K
$85.6K
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1.15K+ 0.48% |
$72.5K - $76.4K
|
240K
$16M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 9.05% |
$69.2K - $73K
|
13.2K
$880K
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
816+ 11.74% |
$51.6K - $54.4K
|
7.77K
$518K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
741+ 12.77% |
$46.9K - $49.4K
|
6.54K
$436K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
734New |
$46.4K - $48.9K
|
734
$48.9K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
675+ 22.9% |
$42.7K - $45K
|
3.62K
$241K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
588+ 2.74% |
$37.2K - $39.2K
|
22K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
572+ 3.07% |
$36.2K - $38.1K
|
19.2K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
562+ 8.18% |
$35.5K - $37.5K
|
7.43K
$495K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
532+ 3.27% |
$33.6K - $35.5K
|
16.8K
$1.12M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
531+ 14.01% |
$33.6K - $35.4K
|
4.32K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
373+ 8.73% |
$23.6K - $24.9K
|
4.64K
$309K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
371+ 11.73% |
$23.5K - $24.7K
|
3.53K
$236K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364+ 5.86% |
$23K - $24.3K
|
6.57K
$438K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
361New |
$22.8K - $24.1K
|
361
$24.1K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
273+ 2.7% |
$17.3K - $18.2K
|
10.4K
$691K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$14.5K - $15.3K
|
229
$15.3K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 1.44% |
$13.5K - $14.2K
|
15K
$998K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
166+ 3.49% |
$10.5K - $11.1K
|
4.92K
$328K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155+ 1.36% |
$9.8K - $10.3K
|
11.5K
$767K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
151+ 2.14% |
$9.55K - $10.1K
|
7.2K
$480K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
143New |
$9.04K - $9.53K
|
143
$9.53K
|