Latest Institutional Purchases of Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 ETF (Ma (SPLG) 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 |
---|---|---|---|---|---|---|---|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
279New |
$15.3K - $17.2K
|
279
$19.4K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
278+ 76.58% |
$15.3K - $17.1K
|
641
$44.5K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
251+ 23.57% |
$13.8K - $15.4K
|
1.32K
$91.4K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
234+ 2.42% |
$12.9K - $14.4K
|
9.91K
$689K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
PUT |
200New |
$11K - $12.3K
|
200
$13.9K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69New |
$3.79K - $4.25K
|
69
$4.79K
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
30+ 11.54% |
$1.65K - $1.85K
|
290
$20.1K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10New |
$550 - $615
|
10
$695
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.1% |
$55 - $61.5
|
1.05K
$73K
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$55 - $61.5
|
4.02K
$279K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
691KNew |
$33.3M - $38.7M
|
691K
$48M
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
139KNew |
$6.71M - $7.8M
|
139K
$9.66M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
41.4KNew |
$2M - $2.32M
|
41.4K
$2.88M
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
35.2KNew |
$1.7M - $1.98M
|
35.2K
$2.45M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29.8K+ 10.21% |
$1.44M - $1.67M
|
322K
$22.4M
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
25.5KNew |
$1.23M - $1.43M
|
25.5K
$1.77M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
21.4KNew |
$1.03M - $1.2M
|
21.4K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.7KNew |
$663K - $769K
|
13.7K
$953K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$609K - $707K
|
12.6K
$876K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12.2KNew |
$587K - $682K
|
12.2K
$844K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$459K - $533K
|
9.5K
$660K
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
8.96KNew |
$433K - $503K
|
8.96K
$623K
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
8.9KNew |
$430K - $499K
|
8.9K
$618K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.65K+ 0.59% |
$418K - $485K
|
1.47M
$102M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.21KNew |
$396K - $460K
|
8.21K
$570K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.67KNew |
$322K - $374K
|
6.67K
$463K
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.34KNew |
$306K - $355K
|
6.34K
$440K
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.08KNew |
$294K - $341K
|
6.08K
$422K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.13KNew |
$248K - $288K
|
5.13K
$356K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.33K+ 29.24% |
$209K - $243K
|
19.1K
$1.33M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.21KNew |
$203K - $236K
|
4.21K
$292K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$193K - $224K
|
4K
$278K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.97KNew |
$192K - $223K
|
3.97K
$276K
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
3.94KNew |
$190K - $221K
|
3.94K
$273K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.64KNew |
$176K - $204K
|
3.64K
$253K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.63KNew |
$175K - $204K
|
3.63K
$252K
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.63KNew |
$175K - $204K
|
3.63K
$252K
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.58KNew |
$173K - $201K
|
3.58K
$249K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.56K+ 17093.33% |
$124K - $144K
|
2.58K
$179K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.45KNew |
$118K - $138K
|
2.45K
$170K
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.27K+ 19.66% |
$61.5K - $71.4K
|
7.75K
$538K
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
900+ 18.0% |
$43.5K - $50.5K
|
5.9K
$410K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500New |
$24.1K - $28K
|
500
$34.7K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
439+ 16.44% |
$21.2K - $24.6K
|
3.11K
$216K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
394New |
$19K - $22.1K
|
394
$27.4K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
327New |
$15.8K - $18.3K
|
327
$22.7K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
256New |
$12.4K - $14.4K
|
256
$17.8K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
241New |
$11.6K - $13.5K
|
241
$16.7K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
177+ 7.0% |
$8.55K - $9.93K
|
2.71K
$188K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
158+ 46.75% |
$7.63K - $8.86K
|
496
$34.5K
|