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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$761 - $834
|
16
$1.11K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
29.9KNew |
$1.33M - $1.46M
|
29.9K
$2.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.3KNew |
$949K - $1.04M
|
21.3K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$231K - $253K
|
5.17K
$359K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.3KNew |
$192K - $211K
|
4.3K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.04KNew |
$136K - $149K
|
3.04K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.21K+ 0.75% |
$53.8K - $59.1K
|
162K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
891New |
$39.7K - $43.7K
|
891
$61.9K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
815New |
$36.4K - $39.9K
|
815
$56.6K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
791New |
$35.3K - $38.8K
|
791
$55K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
633+ 4.66% |
$28.2K - $31K
|
14.2K
$988K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
488New |
$21.8K - $23.9K
|
488
$33.9K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
425+ 99.07% |
$19K - $20.8K
|
854
$59.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
410New |
$18.3K - $20.1K
|
410
$28.5K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
160New |
$7.14K - $7.84K
|
160
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71New |
$3.17K - $3.48K
|
71
$4.93K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$446 - $490
|
10
$695
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.42% |
$223 - $245
|
1.2K
$83K
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$44.6 - $49
|
6.87K
$477K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.54% |
$44.6 - $49
|
186
$12.9K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.47MNew |
$104M - $118M
|
2.47M
$172M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
174K+ 431.62% |
$7.3M - $8.34M
|
215K
$14.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
140KNew |
$5.89M - $6.73M
|
140K
$9.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
105KNew |
$4.4M - $5.03M
|
105K
$7.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.1KNew |
$3.15M - $3.6M
|
75.1K
$5.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66.5KNew |
$2.79M - $3.19M
|
66.5K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.1KNew |
$2.64M - $3.02M
|
63.1K
$4.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
43.8K+ 77.04% |
$1.83M - $2.1M
|
101K
$6.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
35.4K+ 67.42% |
$1.48M - $1.69M
|
87.8K
$6.1M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
25.8K+ 415.48% |
$1.08M - $1.23M
|
32K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24.8KNew |
$1.04M - $1.19M
|
24.8K
$1.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.24KNew |
$346K - $395K
|
8.24K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.08KNew |
$297K - $339K
|
7.08K
$492K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.29KNew |
$264K - $301K
|
6.29K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.32KNew |
$223K - $255K
|
5.32K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
5.18KNew |
$217K - $248K
|
5.18K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.17K+ 6.72% |
$217K - $248K
|
82.1K
$5.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.8KNew |
$201K - $230K
|
4.8K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$190K - $217K
|
4.53K
$314K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.4KNew |
$143K - $163K
|
3.4K
$236K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.9K+ 31.31% |
$121K - $139K
|
12.1K
$844K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$43K - $49.1K
|
1.03K
$71.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
700New |
$29.4K - $33.5K
|
700
$48.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
450New |
$18.9K - $21.6K
|
450
$31.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
297New |
$12.5K - $14.2K
|
297
$20.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
202New |
$8.47K - $9.68K
|
202
$14K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
107+ 0.71% |
$4.49K - $5.13K
|
15.1K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
102New |
$4.28K - $4.89K
|
102
$7.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$839 - $958
|
20
$1.39K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7New |
$294 - $335
|
7
$486
|
|