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 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3New |
$195 - $216
|
3
$232
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.2% |
$195 - $216
|
1.48K
$114K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.42% |
$64.9 - $72.1
|
238
$18.4K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$64.9 - $72.1
|
1.8K
$140K
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.37% |
$64.9 - $72.1
|
268
$20.7K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1New |
$64.9 - $72.1
|
1
$77.4
|
|
Q4 2024 | |||||||
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.41M+ 18.45% |
$94.1M - $101M
|
9.05M
$700M
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
714KNew |
$47.7M - $51M
|
714K
$55.2M
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
282K+ 7520.0% |
$18.8M - $20.2M
|
286K
$22.1M
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
125K+ 47.85% |
$8.34M - $8.93M
|
386K
$29.8M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
79.9KNew |
$5.34M - $5.72M
|
79.9K
$6.18M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
54.2KNew |
$3.62M - $3.88M
|
54.2K
$4.19M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
52.4KNew |
$3.5M - $3.75M
|
52.4K
$4.05M
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.7K+ 5.99% |
$2.25M - $2.41M
|
596K
$46.1M
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
29.8K+ 184.46% |
$1.99M - $2.13M
|
46K
$3.56M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$1.46M - $1.56M
|
21.8K
$1.69M
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.6KNew |
$1.31M - $1.4M
|
19.6K
$1.52M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
14.9KNew |
$994K - $1.06M
|
14.9K
$1.15M
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.5KNew |
$901K - $965K
|
13.5K
$1.04M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.2K+ 2.28% |
$880K - $943K
|
592K
$45.8M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$798K - $854K
|
11.9K
$924K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.3KNew |
$755K - $809K
|
11.3K
$875K
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
10.5KNew |
$701K - $751K
|
10.5K
$812K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.7KNew |
$647K - $693K
|
9.7K
$750K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8.55KNew |
$571K - $611K
|
8.55K
$661K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.32K+ 1.99% |
$555K - $595K
|
425K
$32.9M
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.23KNew |
$549K - $588K
|
8.23K
$636K
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.87KNew |
$525K - $563K
|
7.87K
$609K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
7.79KNew |
$520K - $557K
|
7.79K
$602K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.37KNew |
$492K - $527K
|
7.37K
$570K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.09K+ 1.58% |
$474K - $507K
|
456K
$35.3M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.92KNew |
$462K - $495K
|
6.92K
$535K
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.9KNew |
$461K - $493K
|
6.9K
$534K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.31K+ 5.35% |
$354K - $380K
|
105K
$8.08M
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.23KNew |
$349K - $374K
|
5.23K
$405K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
4.82KNew |
$322K - $345K
|
4.82K
$373K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.45KNew |
$297K - $318K
|
4.45K
$344K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 4887.69% |
$212K - $227K
|
3.24K
$251K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.17KNew |
$212K - $227K
|
3.17K
$245K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.01KNew |
$201K - $215K
|
3.01K
$232K
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.97KNew |
$198K - $212K
|
2.97K
$230K
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$225K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.83K+ 22.91% |
$189K - $203K
|
15.2K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.69KNew |
$180K - $192K
|
2.69K
$208K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.33KNew |
$156K - $167K
|
2.33K
$180K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.29KNew |
$153K - $164K
|
2.29K
$177K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 39.72% |
$112K - $120K
|
5.92K
$458K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 39.53% |
$81.5K - $87.3K
|
4.31K
$333K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1K+ 570.45% |
$67K - $71.8K
|
1.18K
$91.3K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
933New |
$62.3K - $66.7K
|
933
$72.2K
|