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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
78.2K+ 37.53% |
$5.07M - $5.64M
|
287K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
64K+ 107.24% |
$4.15M - $4.61M
|
124K
$9.56M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60.6K+ 12.9% |
$3.93M - $4.37M
|
530K
$41M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
59.4K+ 15.26% |
$3.86M - $4.28M
|
449K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55.3KNew |
$3.59M - $3.98M
|
55.3K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
53K+ 13.05% |
$3.44M - $3.82M
|
459K
$35.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
51KNew |
$3.31M - $3.68M
|
51K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
50KNew |
$3.24M - $3.6M
|
50K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
44.2K+ 128.71% |
$2.87M - $3.19M
|
78.6K
$6.08M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
41.1KNew |
$2.66M - $2.96M
|
41.1K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
37.7K+ 374.43% |
$2.45M - $2.72M
|
47.8K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
25.5KNew |
$1.65M - $1.84M
|
25.5K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
25.3KNew |
$1.64M - $1.83M
|
25.3K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$1.56M - $1.73M
|
24K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.9K+ 3.57% |
$1.48M - $1.65M
|
663K
$51.3M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17.7K+ 8.4% |
$1.15M - $1.28M
|
228K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
14.8K+ 14.25% |
$962K - $1.07M
|
119K
$9.2M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.6K+ 3.62% |
$879K - $977K
|
388K
$30M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.7KNew |
$827K - $919K
|
12.7K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$744K - $827K
|
11.5K
$887K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8.65K+ 104.67% |
$561K - $624K
|
16.9K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
7KNew |
$454K - $505K
|
7K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.95KNew |
$386K - $429K
|
5.95K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.9KNew |
$383K - $425K
|
5.9K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.84KNew |
$379K - $421K
|
5.84K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 4.95% |
$371K - $413K
|
121K
$9.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.97KNew |
$323K - $358K
|
4.97K
$385K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
4.9KNew |
$318K - $353K
|
4.9K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4.26KNew |
$277K - $307K
|
4.26K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.22KNew |
$274K - $304K
|
4.22K
$326K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.99KNew |
$259K - $288K
|
3.99K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.95KNew |
$256K - $285K
|
3.95K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
3.82KNew |
$248K - $275K
|
3.82K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.6KNew |
$233K - $259K
|
3.6K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.57K+ 22.79% |
$232K - $258K
|
19.2K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.5KNew |
$227K - $252K
|
3.5K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.32KNew |
$215K - $239K
|
3.32K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.31KNew |
$215K - $239K
|
3.31K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.12KNew |
$203K - $225K
|
3.12K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.5K+ 22.04% |
$162K - $180K
|
13.8K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.42KNew |
$157K - $174K
|
2.42K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
CALL |
2.4K+ 44.44% |
$156K - $173K
|
7.8K
$603K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.17K+ 1.11% |
$141K - $156K
|
198K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 23.65% |
$127K - $141K
|
10.2K
$789K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.61KNew |
$104K - $116K
|
1.61K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.49K+ 4.55% |
$96.7K - $108K
|
34.2K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.45KNew |
$93.9K - $104K
|
1.45K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.44K+ 14.36% |
$93.4K - $104K
|
11.5K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.2KNew |
$78K - $86.7K
|
1.2K
$93K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.06KNew |
$68.8K - $76.4K
|
1.06K
$82K
|