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 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
55+ 0.06% |
$2.31K - $2.78K
|
85.9K
$6.44M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 350.0% |
$294 - $354
|
9
$675
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$210 - $253
|
1.25K
$93.4K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4+ 0.28% |
$168 - $202
|
1.44K
$108K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$84 - $101
|
2
$150
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
114K+ 30.64% |
$4.93M - $6.13M
|
487K
$36.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
35.8K+ 114.36% |
$1.55M - $1.92M
|
67.1K
$5.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.61KNew |
$415K - $516K
|
9.61K
$720K
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.13KNew |
$221K - $276K
|
5.13K
$384K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.8KNew |
$207K - $258K
|
4.8K
$360K
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.33KNew |
$101K - $125K
|
2.33K
$175K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
519+ 3.84% |
$22.4K - $27.9K
|
14K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
382New |
$16.5K - $20.5K
|
382
$28.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
281+ 3.13% |
$12.1K - $15.1K
|
9.26K
$694K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
260New |
$11.2K - $14K
|
260
$19.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
189New |
$8.16K - $10.2K
|
189
$14.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
85New |
$3.67K - $4.57K
|
85
$6.37K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
63New |
$2.72K - $3.38K
|
63
$4.72K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
47New |
$2.03K - $2.53K
|
47
$3.52K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$1.9K - $2.36K
|
44
$3.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
39+ 0.34% |
$1.68K - $2.1K
|
11.6K
$872K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18New |
$777 - $967
|
18
$1.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 32.26% |
$432 - $537
|
41
$3.07K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
5+ 0.37% |
$216 - $269
|
1.35K
$101K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2New |
$86.3 - $107
|
2
$150
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
569New |
$27.9K - $32K
|
569
$42.7K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$1.71K - $1.97K
|
35
$2.62K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.83% |
$49 - $56.2
|
122
$9.15K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
425KNew |
$21.5M - $23.9M
|
425K
$31.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
47.9KNew |
$2.42M - $2.69M
|
47.9K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
21.2KNew |
$1.07M - $1.19M
|
21.2K
$1.59M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.35KNew |
$371K - $413K
|
7.35K
$551K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.5KNew |
$75.6K - $84.2K
|
1.5K
$112K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 307.69% |
$10.1K - $11.2K
|
265
$19.9K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$5.04K - $5.62K
|
100
$7.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55New |
$2.77K - $3.09K
|
55
$4.12K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
22+ 5.9% |
$1.11K - $1.24K
|
395
$29.6K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
113KNew |
$5.65M - $6.03M
|
113K
$8.48M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
488New |
$24.4K - $26K
|
488
$36.6K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.5KNew |
$543K - $581K
|
11.5K
$865K
|
|
| Q1 2021 | |||||||
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9New |
$390 - $420
|
9
$675
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
1.22MNew |
$46.6M - $53.4M
|
1.22M
$91.1M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
355KNew |
$13.6M - $15.6M
|
355K
$26.6M
|
|
|
Feb 11, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
215KNew |
$8.23M - $9.43M
|
215K
$16.1M
|
|
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
6.07KNew |
$233K - $267K
|
6.07K
$455K
|
|
|
Jan 22, 2021
Q4 2020
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.8KNew |
$184K - $211K
|
4.8K
$360K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
274+ 4.64% |
$7.92K - $10.4K
|
6.18K
$464K
|
|
| Q4 2019 | |||||||
|
Mar 06, 2020
Q4 2019
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8KNew |
$270K - $304K
|
8K
$600K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.33KNew |
$115K - $118K
|
3.33K
$249K
|
|