Latest Institutional Purchases of Spdr Index Shs Fds S Spdr Port (SPGM)
This list provides information on the latest institutional transactions involving Spdr Index Shs Fds S Spdr Port (SPGM) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29New |
$1.83K - $1.93K
|
29
$2.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 7.5% |
$569 - $600
|
129
$9.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 2.3% |
$126 - $133
|
89
$6.76K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
119KNew |
$6.91M - $7.75M
|
119K
$9.07M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
9.54KNew |
$552K - $620K
|
9.54K
$725K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.79KNew |
$277K - $311K
|
4.79K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.28KNew |
$189K - $213K
|
3.28K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.37K+ 5.51% |
$137K - $154K
|
45.4K
$3.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 19.93% |
$124K - $139K
|
12.9K
$980K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.33KNew |
$76.7K - $86K
|
1.33K
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
233New |
$13.5K - $15.1K
|
233
$17.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
137New |
$7.93K - $8.89K
|
137
$10.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
66New |
$3.82K - $4.28K
|
66
$5.02K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.66K - $2.99K
|
46
$3.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
36New |
$2.08K - $2.34K
|
36
$2.74K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 6.02% |
$1.74K - $1.95K
|
528
$40.1K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.2K+ 104.96% |
$1.37M - $1.48M
|
47.3K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.91K+ 38.38% |
$108K - $116K
|
6.87K
$522K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$10.3K - $11.1K
|
182
$13.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$6.57K - $7.07K
|
116
$8.81K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8New |
$453 - $488
|
8
$608
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.57KNew |
$302K - $332K
|
5.57K
$423K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
193+ 438.64% |
$10.5K - $11.5K
|
237
$18K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
65.5K+ 18.48% |
$3.15M - $3.64M
|
420K
$31.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$481K - $555K
|
10K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.95KNew |
$430K - $496K
|
8.95K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.44KNew |
$309K - $357K
|
6.44K
$489K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.09K+ 32.63% |
$101K - $116K
|
8.51K
$647K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
623New |
$29.9K - $34.6K
|
623
$47.3K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300New |
$14.4K - $16.6K
|
300
$22.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
104New |
$5K - $5.77K
|
104
$7.9K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48.8KNew |
$2.45M - $2.65M
|
48.8K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.1K+ 120.93% |
$856K - $928K
|
31.2K
$2.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.98KNew |
$199K - $216K
|
3.98K
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$1.65K - $1.79K
|
33
$2.51K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$50.1 - $54.3
|
1
$76
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.17% |
$445 - $474
|
777
$59K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 5.26% |
$49.5 - $52.6
|
20
$1.52K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
861KNew |
$40.2M - $44M
|
861K
$65.5M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
79.2KNew |
$3.69M - $4.05M
|
79.2K
$6.02M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.44KNew |
$67.1K - $73.6K
|
1.44K
$109K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
164KNew |
$7M - $8.1M
|
164K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22K+ 146833.33% |
$941K - $1.09M
|
22K
$1.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
354New |
$15.1K - $17.5K
|
354
$26.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$10.6K - $12.3K
|
249
$18.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10New |
$427 - $495
|
10
$760
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 6.98% |
$76.3K - $90.8K
|
27.3K
$2.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$55.6K - $66.2K
|
1.3K
$98.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
486+ 2.82% |
$20.8K - $24.8K
|
17.7K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
45New |
$1.93K - $2.29K
|
45
$3.42K
|
|