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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
33+ 1.1% |
$2.4K - $2.6K
|
3.03K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
29+ 0.4% |
$2.11K - $2.28K
|
7.22K
$570K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
28+ 0.26% |
$2.03K - $2.2K
|
10.9K
$860K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
27+ 0.49% |
$1.96K - $2.12K
|
5.5K
$435K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25+ 0.27% |
$1.82K - $1.97K
|
9.29K
$734K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
23+ 0.23% |
$1.67K - $1.81K
|
9.96K
$787K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
22+ 0.29% |
$1.6K - $1.73K
|
7.5K
$593K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.76% |
$1.45K - $1.57K
|
2.64K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19New |
$1.38K - $1.49K
|
19
$1.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
18+ 0.31% |
$1.31K - $1.42K
|
5.85K
$462K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
17+ 0.34% |
$1.24K - $1.34K
|
5.04K
$399K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
15+ 0.16% |
$1.09K - $1.18K
|
9.55K
$755K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15+ 750.0% |
$1.09K - $1.18K
|
17
$1.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.34% |
$944 - $1.02K
|
3.8K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.31% |
$944 - $1.02K
|
4.22K
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
11+ 0.31% |
$799 - $865
|
3.61K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$654 - $708
|
12.1K
$953K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
8+ 0.25% |
$581 - $629
|
3.26K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7+ 0.01% |
$509 - $551
|
77.9K
$6.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
7+ 0.24% |
$509 - $551
|
2.87K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.59% |
$509 - $551
|
1.19K
$93.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6+ 0.15% |
$436 - $472
|
4.09K
$323K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.03% |
$363 - $393
|
16.6K
$1.31M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$291 - $315
|
4
$316
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.4% |
$291 - $315
|
1K
$79.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 0.51% |
$291 - $315
|
795
$62.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.14% |
$291 - $315
|
2.91K
$230K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 36.36% |
$291 - $315
|
15
$1.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$218 - $236
|
943
$74.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.37% |
$218 - $236
|
816
$64.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3New |
$218 - $236
|
3
$237
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.52% |
$218 - $236
|
584
$46.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.02% |
$218 - $236
|
12.4K
$979K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
2+ 33.33% |
$145 - $157
|
8
$632
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.04% |
$145 - $157
|
4.62K
$365K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.1% |
$145 - $157
|
2.03K
$161K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.05% |
$72.7 - $78.7
|
2K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.42% |
$72.7 - $78.7
|
239
$18.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$72.7 - $78.7
|
2.75K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.37% |
$72.7 - $78.7
|
269
$21.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1+ 0.0% |
$72.7 - $78.7
|
20.5K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.02% |
$72.7 - $78.7
|
5.41K
$428K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
974KNew |
$56.9M - $70.8M
|
974K
$77M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
913KNew |
$53.3M - $66.4M
|
913K
$72.2M
|
|
|
Aug 08, 2025
Q2 2025
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
583K+ 6.51% |
$34.1M - $42.4M
|
9.54M
$754M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
224KNew |
$13.1M - $16.3M
|
224K
$17.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
200KNew |
$11.7M - $14.5M
|
200K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
189K+ 76.86% |
$11M - $13.7M
|
434K
$34.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
174KNew |
$10.2M - $12.7M
|
174K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
148K+ 9.87% |
$8.65M - $10.8M
|
1.65M
$130M
|
|