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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
179+ 4.6% |
$11.6K - $12.9K
|
4.07K
$296K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
178New |
$11.5K - $12.8K
|
178
$13K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
175+ 0.24% |
$11.4K - $12.6K
|
73.3K
$5.34M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
166New |
$10.8K - $12K
|
166
$12.1K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 1.39% |
$10.6K - $11.8K
|
12K
$871K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
159+ 3.37% |
$10.3K - $11.5K
|
4.88K
$355K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
155New |
$10.1K - $11.2K
|
155
$11.3K
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
153+ 1.62% |
$9.93K - $11K
|
9.61K
$700K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
138New |
$8.95K - $9.95K
|
138
$10K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
135+ 0.33% |
$8.76K - $9.73K
|
41.4K
$3.02M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
135+ 0.61% |
$8.76K - $9.73K
|
22.4K
$1.63M
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
129+ 3.72% |
$8.37K - $9.3K
|
3.59K
$262K
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
119+ 2.96% |
$7.72K - $8.58K
|
4.14K
$301K
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
117+ 1.84% |
$7.59K - $8.44K
|
6.46K
$470K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
117New |
$7.59K - $8.44K
|
117
$8.51K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
116+ 29.0% |
$7.53K - $8.36K
|
516
$37.5K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
115+ 3.62% |
$7.46K - $8.29K
|
3.29K
$240K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
102+ 3.19% |
$6.62K - $7.35K
|
3.3K
$240K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$6.49K - $7.21K
|
100
$7.28K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
88+ 0.49% |
$5.71K - $6.34K
|
18.2K
$1.33M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
79+ 8.3% |
$5.13K - $5.7K
|
1.03K
$75K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
76New |
$4.93K - $5.48K
|
76
$5.53K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
73+ 0.74% |
$4.74K - $5.26K
|
9.92K
$722K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73+ 0.08% |
$4.74K - $5.26K
|
87.3K
$6.35M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
72+ 0.17% |
$4.67K - $5.19K
|
41.5K
$3.02M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
69+ 26.95% |
$4.48K - $4.97K
|
325
$23.7K
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
63+ 0.33% |
$4.09K - $4.54K
|
19K
$1.38M
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
57+ 0.05% |
$3.7K - $4.11K
|
126K
$9.2M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$3.37K - $3.75K
|
6.94K
$505K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
48+ 0.56% |
$3.11K - $3.46K
|
8.62K
$627K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48New |
$3.11K - $3.46K
|
48
$3.49K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
45New |
$2.92K - $3.24K
|
45
$3.27K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
43+ 44.33% |
$2.79K - $3.1K
|
140
$10.2K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
38New |
$2.47K - $2.74K
|
38
$2.77K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
36New |
$2.34K - $2.6K
|
36
$2.62K
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
33+ 0.28% |
$2.14K - $2.38K
|
11.8K
$856K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.26K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.26K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30New |
$1.95K - $2.16K
|
30
$2.18K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 176.47% |
$1.95K - $2.16K
|
47
$3.42K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$1.88K - $2.09K
|
7.55K
$549K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.82K - $2.02K
|
28
$2.04K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 0.57% |
$1.82K - $2.02K
|
4.95K
$360K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.41% |
$1.75K - $1.95K
|
6.66K
$485K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 0.94% |
$1.69K - $1.87K
|
2.81K
$204K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
25+ 0.34% |
$1.62K - $1.8K
|
7.46K
$543K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.05% |
$1.56K - $1.73K
|
45.8K
$3.33M
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
21+ 1.68% |
$1.36K - $1.51K
|
1.27K
$92.3K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.36K - $1.51K
|
6.46K
$470K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
18+ 0.23% |
$1.17K - $1.3K
|
7.68K
$559K
|