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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533New |
$35.6K - $38.1K
|
533
$38.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
532New |
$35.5K - $38K
|
532
$38.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
438New |
$29.2K - $31.3K
|
438
$31.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
371+ 0.9% |
$24.8K - $26.5K
|
41.4K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
350+ 8.71% |
$23.4K - $25K
|
4.37K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
346New |
$23.1K - $24.7K
|
346
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
313New |
$20.9K - $22.4K
|
313
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$21.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$21.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$21.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
285+ 10.82% |
$19K - $20.4K
|
2.92K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
280+ 6.59% |
$18.7K - $20K
|
4.53K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
270New |
$18K - $19.3K
|
270
$19.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
264New |
$17.6K - $18.9K
|
264
$19.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
242+ 2.52% |
$16.2K - $17.3K
|
9.84K
$716K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
233New |
$15.6K - $16.7K
|
233
$17K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
215+ 8.05% |
$14.4K - $15.4K
|
2.89K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
152New |
$10.1K - $10.9K
|
152
$11.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
145+ 100.0% |
$9.68K - $10.4K
|
290
$21.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
140New |
$9.35K - $10K
|
140
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133New |
$8.88K - $9.51K
|
133
$9.68K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
107New |
$7.14K - $7.65K
|
107
$7.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
63+ 0.34% |
$4.21K - $4.51K
|
18.4K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43New |
$2.87K - $3.08K
|
43
$3.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
30+ 10.34% |
$2K - $2.15K
|
320
$23.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
28New |
$1.87K - $2K
|
28
$2.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3New |
$200 - $215
|
3
$218
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.28% |
$134 - $143
|
707
$51.4K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.68% |
$66.8 - $71.5
|
149
$10.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.37% |
$66.8 - $71.5
|
74
$5.38K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
398KNew |
$24.2M - $26.9M
|
398K
$29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.4K+ 6.98% |
$5.08M - $5.63M
|
1.28M
$93.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
52.7K+ 17.22% |
$3.21M - $3.56M
|
359K
$26.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
40.4K+ 20.2% |
$2.46M - $2.73M
|
241K
$17.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
30.3KNew |
$1.84M - $2.04M
|
30.3K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.9K+ 57.68% |
$1.39M - $1.55M
|
62.6K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22.9KNew |
$1.39M - $1.55M
|
22.9K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
13.8K+ 85.19% |
$840K - $932K
|
30K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.6KNew |
$767K - $851K
|
12.6K
$917K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
11.3KNew |
$687K - $762K
|
11.3K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$641K - $712K
|
10.5K
$767K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10.5KNew |
$639K - $709K
|
10.5K
$764K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
10KNew |
$611K - $678K
|
10K
$731K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.66KNew |
$466K - $517K
|
7.66K
$557K
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.52K+ 29.36% |
$336K - $372K
|
24.3K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.1KNew |
$250K - $277K
|
4.1K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
4.07KNew |
$248K - $275K
|
4.07K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.05KNew |
$247K - $274K
|
4.05K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$245K - $272K
|
4.04K
$294K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.83K+ 126.39% |
$233K - $259K
|
6.86K
$499K
|
|