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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
PUT |
1KNew |
$64.9K - $72.1K
|
1K
$77.4K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
924+ 9.61% |
$59.9K - $66.6K
|
10.5K
$815K
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
775+ 14.35% |
$50.3K - $55.9K
|
6.18K
$478K
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
749New |
$48.6K - $54K
|
749
$57.9K
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
745+ 7.82% |
$48.3K - $53.7K
|
10.3K
$795K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
716New |
$46.5K - $51.6K
|
716
$55.4K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
519+ 7.84% |
$33.7K - $37.4K
|
7.14K
$553K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
515New |
$33.4K - $37.1K
|
515
$39.8K
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
507+ 4.51% |
$32.9K - $36.6K
|
11.8K
$909K
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
492+ 6.2% |
$31.9K - $35.5K
|
8.43K
$652K
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
442+ 3.61% |
$28.7K - $31.9K
|
12.7K
$982K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
397New |
$25.8K - $28.6K
|
397
$30.7K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
352New |
$22.8K - $25.4K
|
352
$27.2K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
348New |
$22.6K - $25.1K
|
348
$26.9K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
320+ 6.73% |
$20.8K - $23.1K
|
5.07K
$392K
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
303+ 8.12% |
$19.7K - $21.8K
|
4.04K
$312K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
302+ 5.33% |
$19.6K - $21.8K
|
5.97K
$462K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
300+ 8.18% |
$19.5K - $21.6K
|
3.97K
$307K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
289+ 0.11% |
$18.8K - $20.8K
|
274K
$21.2M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
250+ 4.37% |
$16.2K - $18K
|
5.98K
$462K
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
198+ 0.64% |
$12.8K - $14.3K
|
31K
$2.4M
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
190+ 0.66% |
$12.3K - $13.7K
|
29.1K
$2.25M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
178New |
$11.5K - $12.8K
|
178
$13.8K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
175+ 0.24% |
$11.4K - $12.6K
|
73.3K
$5.67M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
155New |
$10.1K - $11.2K
|
155
$12K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
135+ 0.61% |
$8.76K - $9.73K
|
22.4K
$1.73M
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
119+ 2.96% |
$7.72K - $8.58K
|
4.14K
$320K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
117New |
$7.59K - $8.44K
|
117
$9.05K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
116+ 29.0% |
$7.53K - $8.36K
|
516
$39.9K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$6.49K - $7.21K
|
100
$7.73K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
88+ 0.49% |
$5.71K - $6.34K
|
18.2K
$1.41M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
76New |
$4.93K - $5.48K
|
76
$5.88K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
73+ 0.74% |
$4.74K - $5.26K
|
9.92K
$767K
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
63+ 0.33% |
$4.09K - $4.54K
|
19K
$1.47M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48New |
$3.11K - $3.46K
|
48
$3.71K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
45New |
$2.92K - $3.24K
|
45
$3.48K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
38New |
$2.47K - $2.74K
|
38
$2.94K
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
33+ 0.28% |
$2.14K - $2.38K
|
11.8K
$909K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.4K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.4K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30New |
$1.95K - $2.16K
|
30
$2.32K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.82K - $2.02K
|
28
$2.17K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 0.94% |
$1.69K - $1.87K
|
2.81K
$217K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.16K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.16K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8New |
$519 - $577
|
8
$619
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
7+ 0.03% |
$454 - $505
|
27.9K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
6+ 0.12% |
$389 - $433
|
5.2K
$402K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4+ 0.08% |
$260 - $288
|
5.01K
$387K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3New |
$195 - $216
|
3
$232
|