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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.05KNew |
$247K - $274K
|
4.05K
$313K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.83K+ 126.39% |
$233K - $259K
|
6.86K
$531K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8KNew |
$231K - $257K
|
3.8K
$294K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 2.22% |
$223K - $248K
|
169K
$13.1M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.48KNew |
$212K - $235K
|
3.48K
$269K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.45KNew |
$210K - $233K
|
3.45K
$267K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.26K+ 75.28% |
$198K - $220K
|
7.59K
$587K
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$183K - $203K
|
3K
$232K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3K+ 120.0% |
$183K - $203K
|
5.5K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.84KNew |
$173K - $192K
|
2.84K
$220K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.45K+ 67.87% |
$149K - $165K
|
6.05K
$468K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.37K+ 6.04% |
$144K - $160K
|
41.6K
$3.22M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.56KNew |
$94.8K - $105K
|
1.56K
$121K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
936+ 3.82% |
$56.9K - $63.2K
|
25.4K
$1.97M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
850+ 170.0% |
$51.7K - $57.4K
|
1.35K
$104K
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
646New |
$39.3K - $43.6K
|
646
$50K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
562+ 720.51% |
$34.2K - $37.9K
|
640
$49.5K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
327New |
$19.9K - $22.1K
|
327
$25.3K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
242New |
$14.7K - $16.3K
|
242
$18.7K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
175+ 4.9% |
$10.6K - $11.8K
|
3.75K
$290K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
143New |
$8.7K - $9.65K
|
143
$11.1K
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
128New |
$7.79K - $8.64K
|
128
$9.9K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
48+ 85.71% |
$2.92K - $3.24K
|
104
$8.04K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20New |
$1.22K - $1.35K
|
20
$1.55K
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.33% |
$669 - $743
|
3.32K
$257K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$60.8 - $67.5
|
4.88K
$377K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$60.8 - $67.5
|
1
$77.4
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.5KNew |
$1.89M - $2.1M
|
32.5K
$2.52M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.8KNew |
$1.62M - $1.79M
|
27.8K
$2.15M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
27.1K+ 2.27% |
$1.58M - $1.75M
|
1.22M
$94.5M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
12.9KNew |
$754K - $835K
|
12.9K
$1M
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
PUT |
10.6KNew |
$617K - $684K
|
10.6K
$820K
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
8.21KNew |
$478K - $529K
|
8.21K
$635K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.29KNew |
$424K - $470K
|
7.29K
$564K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.76KNew |
$394K - $436K
|
6.76K
$523K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.01KNew |
$233K - $258K
|
4.01K
$310K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.85KNew |
$166K - $184K
|
2.85K
$220K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.37KNew |
$138K - $153K
|
2.37K
$183K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
781New |
$45.5K - $50.4K
|
781
$60.4K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
765New |
$44.6K - $49.4K
|
765
$59.2K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
437+ 22.82% |
$25.5K - $28.2K
|
2.35K
$182K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
274+ 8.35% |
$16K - $17.7K
|
3.56K
$275K
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
210New |
$12.2K - $13.5K
|
210
$16.2K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
195New |
$11.4K - $12.6K
|
195
$15.1K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
140New |
$8.15K - $9.03K
|
140
$10.8K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
136New |
$7.92K - $8.77K
|
136
$10.5K
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
126New |
$7.34K - $8.13K
|
126
$9.75K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
68New |
$3.96K - $4.39K
|
68
$5.26K
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
14New |
$815 - $903
|
14
$1.08K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6New |
$349 - $387
|
6
$464
|