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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$3.14K - $3.65K
|
65
$4.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21New |
$1.01K - $1.18K
|
21
$1.46K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.42% |
$290 - $336
|
1.44K
$100K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2New |
$96.6 - $112
|
2
$139
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
669KNew |
$33.5M - $36M
|
669K
$46.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
265KNew |
$13.3M - $14.3M
|
265K
$18.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
178KNew |
$8.89M - $9.56M
|
178K
$12.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
76.8KNew |
$3.85M - $4.13M
|
76.8K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.1KNew |
$755K - $811K
|
15.1K
$1.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$521K - $560K
|
10.4K
$722K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.94KNew |
$398K - $427K
|
7.94K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
7.8KNew |
$391K - $420K
|
7.8K
$542K
|
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.4K+ 9.26% |
$120K - $129K
|
28.3K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2KNew |
$100K - $108K
|
2K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.7K+ 10.8% |
$85.2K - $91.5K
|
17.4K
$1.21M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.58K+ 293.69% |
$79.3K - $85.2K
|
2.12K
$147K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$60.1K - $64.5K
|
1.2K
$83.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
925New |
$46.3K - $49.8K
|
925
$64.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
877+ 7.65% |
$43.9K - $47.2K
|
12.3K
$857K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
620New |
$31.1K - $33.4K
|
620
$43.1K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
BUY
|
PUT |
200New |
$10K - $10.8K
|
200
$13.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
138+ 1.37% |
$6.91K - $7.43K
|
10.2K
$708K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
78New |
$3.91K - $4.2K
|
78
$5.42K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43New |
$2.15K - $2.31K
|
43
$2.99K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40New |
$2K - $2.15K
|
40
$2.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28New |
$1.4K - $1.51K
|
28
$1.95K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
15+ 0.37% |
$751 - $807
|
4.12K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 400.0% |
$401 - $430
|
10
$695
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.71% |
$100 - $108
|
282
$19.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 50.0% |
$100 - $108
|
6
$417
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
190KNew |
$9.01M - $9.88M
|
190K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
49.3KNew |
$2.34M - $2.57M
|
49.3K
$3.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
37.5K+ 20.13% |
$1.78M - $1.95M
|
224K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31KNew |
$1.47M - $1.61M
|
31K
$2.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21.3K+ 45.07% |
$1.02M - $1.11M
|
68.7K
$4.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$630K - $690K
|
13.2K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.04KNew |
$430K - $471K
|
9.04K
$628K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.21KNew |
$343K - $376K
|
7.21K
$501K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.88KNew |
$327K - $358K
|
6.88K
$478K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.52K+ 30.5% |
$310K - $340K
|
27.9K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.5KNew |
$309K - $339K
|
6.5K
$451K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$305K - $334K
|
6.41K
$445K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.5KNew |
$214K - $234K
|
4.5K
$313K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.31K+ 87.95% |
$205K - $225K
|
9.22K
$640K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.06KNew |
$193K - $212K
|
4.06K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$81.8K - $89.6K
|
1.72K
$119K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
941+ 17.11% |
$44.8K - $49K
|
6.44K
$448K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
461+ 0.34% |
$21.9K - $24K
|
136K
$9.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
65New |
$3.09K - $3.39K
|
65
$4.52K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18New |
$856 - $938
|
18
$1.25K
|
|