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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
13.2K+ 2.2% |
$768K - $956K
|
610K
$47.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
13.1K+ 6.46% |
$764K - $951K
|
216K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.9K+ 7.88% |
$753K - $937K
|
176K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 2.32% |
$752K - $936K
|
569K
$44M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 0.57% |
$750K - $933K
|
2.26M
$175M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
PUT |
12.8KNew |
$748K - $930K
|
12.8K
$990K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
12.8KNew |
$746K - $928K
|
12.8K
$988K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
12.6KNew |
$735K - $915K
|
12.6K
$974K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 5.06% |
$729K - $907K
|
259K
$20.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.4K+ 13.17% |
$726K - $904K
|
107K
$8.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
12.2K+ 72.51% |
$712K - $887K
|
29K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
12.2K+ 19.31% |
$710K - $884K
|
75.1K
$5.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12.1K+ 14.97% |
$708K - $881K
|
93.1K
$7.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12K+ 5.33% |
$702K - $874K
|
238K
$18.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
12K+ 4.6% |
$701K - $872K
|
272K
$21.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.9K+ 57.85% |
$694K - $864K
|
32.4K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.8KNew |
$689K - $857K
|
11.8K
$912K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.7K+ 32.2% |
$683K - $850K
|
48K
$3.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.6KNew |
$680K - $846K
|
11.6K
$900K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
11.6K+ 1.62% |
$676K - $841K
|
726K
$56.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.4K+ 6.85% |
$665K - $828K
|
178K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11.3K+ 39.16% |
$657K - $818K
|
40K
$3.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
11K+ 11.14% |
$642K - $799K
|
110K
$8.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.8K+ 34.54% |
$632K - $787K
|
42.2K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
10.8K+ 4.98% |
$629K - $782K
|
227K
$17.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.7K+ 19.49% |
$625K - $778K
|
65.6K
$5.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.7K+ 1.94% |
$623K - $775K
|
561K
$43.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10.6K+ 27.6% |
$621K - $773K
|
49.2K
$3.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.5K+ 10.69% |
$612K - $762K
|
109K
$8.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10.3K+ 243.04% |
$599K - $745K
|
14.5K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.2K+ 9.99% |
$593K - $738K
|
112K
$8.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
10.2KNew |
$593K - $738K
|
10.2K
$785K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
9.43K+ 85.15% |
$551K - $685K
|
20.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.34K+ 222.09% |
$546K - $679K
|
13.5K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.27KNew |
$541K - $673K
|
9.27K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.08KNew |
$530K - $660K
|
9.08K
$702K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.02K+ 4.09% |
$527K - $655K
|
230K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8.99K+ 9.15% |
$525K - $653K
|
107K
$8.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.8K+ 7.31% |
$514K - $639K
|
129K
$9.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.77K+ 14.19% |
$512K - $638K
|
70.6K
$5.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.68KNew |
$507K - $631K
|
8.68K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.5KNew |
$496K - $618K
|
8.5K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
8.48K+ 6.98% |
$495K - $617K
|
130K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.47K+ 3.71% |
$495K - $616K
|
237K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.46K+ 8.2% |
$494K - $615K
|
112K
$8.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.41K+ 15.49% |
$491K - $611K
|
62.7K
$4.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
8.41K+ 6.3% |
$491K - $611K
|
142K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.26K+ 0.74% |
$482K - $600K
|
1.13M
$87.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.25K+ 2.59% |
$482K - $599K
|
326K
$25.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
8.25KNew |
$482K - $599K
|
8.25K
$638K
|