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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.3K+ 14.54% |
$76K - $94.6K
|
10.3K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.24KNew |
$72.5K - $90.3K
|
1.24K
$98.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
995New |
$58.1K - $72.3K
|
995
$78.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
995+ 75.32% |
$58.1K - $72.3K
|
2.32K
$183K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
973+ 5.37% |
$56.8K - $70.7K
|
19.1K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
859New |
$50.2K - $62.4K
|
859
$67.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
851New |
$49.7K - $61.9K
|
851
$67.3K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
774+ 18.05% |
$45.2K - $56.3K
|
5.06K
$400K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
657+ 5.77% |
$38.4K - $47.8K
|
12K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
580New |
$33.9K - $42.2K
|
580
$45.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
500+ 56.56% |
$29.2K - $36.3K
|
1.38K
$109K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
440New |
$25.7K - $32K
|
440
$34.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
429+ 143.0% |
$25.1K - $31.2K
|
729
$57.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
399+ 15.59% |
$23.3K - $29K
|
2.96K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
385+ 0.41% |
$22.5K - $28K
|
95.4K
$7.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
373+ 17.46% |
$21.8K - $27.1K
|
2.51K
$198K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
339+ 8.34% |
$19.8K - $24.6K
|
4.4K
$348K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$17.5K - $21.8K
|
300
$23.7K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
292New |
$17.1K - $21.2K
|
292
$23.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
276+ 21.77% |
$16.1K - $20.1K
|
1.54K
$122K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
179+ 36.53% |
$10.5K - $13K
|
669
$52.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
177New |
$10.3K - $12.9K
|
177
$14K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
151+ 20.21% |
$8.82K - $11K
|
898
$71K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
149+ 3.3% |
$8.7K - $10.8K
|
4.67K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
137+ 2.31% |
$8K - $9.96K
|
6.08K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
128New |
$7.48K - $9.3K
|
128
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
125New |
$7.3K - $9.09K
|
125
$9.88K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
120+ 0.24% |
$7.01K - $8.72K
|
49.5K
$3.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
114+ 5.63% |
$6.66K - $8.29K
|
2.14K
$169K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
82+ 0.87% |
$4.79K - $5.96K
|
9.46K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
63+ 0.31% |
$3.68K - $4.58K
|
20.5K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
55+ 0.45% |
$3.21K - $4K
|
12.4K
$978K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
48+ 400.0% |
$2.8K - $3.49K
|
60
$4.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46New |
$2.69K - $3.34K
|
46
$3.64K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.39K - $2.98K
|
41
$3.24K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
31+ 22.46% |
$1.81K - $2.25K
|
169
$13.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31New |
$1.81K - $2.25K
|
31
$2.45K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
23+ 1.41% |
$1.34K - $1.67K
|
1.65K
$130K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
20New |
$1.17K - $1.45K
|
20
$1.58K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14New |
$818 - $1.02K
|
14
$1.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
11New |
$643 - $800
|
11
$870
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 6.94% |
$584 - $727
|
154
$12.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$409 - $509
|
7
$553
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3+ 0.06% |
$175 - $218
|
5.04K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.67% |
$58.4 - $72.7
|
150
$11.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
2.62M+ 1256.68% |
$170M - $189M
|
2.83M
$224M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
876KNew |
$56.8M - $63.2M
|
876K
$69.2M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
220K+ 101.65% |
$14.3M - $15.9M
|
437K
$34.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
160KNew |
$10.4M - $11.5M
|
160K
$12.6M
|
|