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 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.89KNew |
$660K - $707K
|
9.89K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.7KNew |
$647K - $693K
|
9.7K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8.55KNew |
$571K - $611K
|
8.55K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.32K+ 1.99% |
$555K - $595K
|
425K
$31M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.23KNew |
$549K - $588K
|
8.23K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.87KNew |
$525K - $563K
|
7.87K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.5KNew |
$501K - $536K
|
7.5K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.37KNew |
$492K - $527K
|
7.37K
$536K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.09K+ 1.58% |
$474K - $507K
|
456K
$33.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.92KNew |
$462K - $495K
|
6.92K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.9KNew |
$461K - $493K
|
6.9K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.87KNew |
$459K - $491K
|
6.87K
$500K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.17KNew |
$412K - $441K
|
6.17K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
6.02KNew |
$402K - $431K
|
6.02K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.98KNew |
$399K - $427K
|
5.98K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.94KNew |
$397K - $425K
|
5.94K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.31K+ 5.35% |
$354K - $380K
|
105K
$7.6M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.23KNew |
$349K - $374K
|
5.23K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
4.82KNew |
$322K - $345K
|
4.82K
$351K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$307K - $329K
|
4.6K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.45KNew |
$297K - $318K
|
4.45K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17KNew |
$278K - $298K
|
4.17K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.73K+ 2.39% |
$249K - $267K
|
160K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 4887.69% |
$212K - $227K
|
3.24K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.17KNew |
$212K - $227K
|
3.17K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.01KNew |
$201K - $215K
|
3.01K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.97KNew |
$198K - $212K
|
2.97K
$216K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.94KNew |
$196K - $210K
|
2.94K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.93KNew |
$196K - $209K
|
2.93K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.83K+ 22.91% |
$189K - $203K
|
15.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.69KNew |
$180K - $192K
|
2.69K
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.33KNew |
$156K - $167K
|
2.33K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.29KNew |
$153K - $164K
|
2.29K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.1K+ 39.24% |
$140K - $150K
|
7.45K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.81K+ 61.12% |
$121K - $130K
|
4.78K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 39.72% |
$112K - $120K
|
5.92K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 39.53% |
$81.5K - $87.3K
|
4.31K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04K+ 25.98% |
$69.4K - $74.3K
|
5.04K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1K+ 570.45% |
$67K - $71.8K
|
1.18K
$85.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
933New |
$62.3K - $66.7K
|
933
$67.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
757New |
$50.5K - $54.1K
|
757
$55.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
702+ 14.25% |
$46.9K - $50.2K
|
5.63K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
630+ 0.44% |
$42.1K - $45.1K
|
143K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
621+ 4.01% |
$41.5K - $44.4K
|
16.1K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
613New |
$40.9K - $43.8K
|
613
$44.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
597+ 9.35% |
$39.9K - $42.7K
|
6.98K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
597New |
$39.9K - $42.7K
|
597
$43.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
582New |
$38.9K - $41.6K
|
582
$42.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
559New |
$37.3K - $40K
|
559
$40.7K
|