Purchases and Sales Made in Q1 2024 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 ETF (MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
33.6M+ 53056.71% |
$1.85B - $2.07B
|
33.6M
$2.38B
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.21M+ 121.05% |
$396M - $444M
|
13.2M
$931M
|
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
5.1MNew |
$280M - $314M
|
5.1M
$360M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.34M+ 168.53% |
$184M - $206M
|
5.32M
$376M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3M+ 8.39% |
$126M - $142M
|
29.7M
$2.1B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73M+ 353.72% |
$95.3M - $107M
|
2.22M
$157M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04M+ 3.94% |
$57.4M - $64.3M
|
27.6M
$1.95B
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
959K+ 39.4% |
$52.7M - $59M
|
3.39M
$240M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
708K+ 2725.44% |
$38.9M - $43.6M
|
734K
$51.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
664K+ 31.1% |
$36.5M - $40.9M
|
2.8M
$198M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
644K+ 7.66% |
$35.4M - $39.6M
|
9.05M
$639M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
589K+ 13306.56% |
$32.4M - $36.2M
|
593K
$41.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
588K+ 9.93% |
$32.3M - $36.2M
|
6.51M
$460M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
555K+ 75.61% |
$30.5M - $34.1M
|
1.29M
$91.1M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
460K+ 66.57% |
$25.3M - $28.3M
|
1.15M
$81.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
437K+ 16.58% |
$24M - $26.9M
|
3.08M
$217M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
414KNew |
$22.8M - $25.5M
|
414K
$29.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
401K+ 16.2% |
$22.1M - $24.7M
|
2.88M
$203M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
393K+ 6.42% |
$21.6M - $24.2M
|
6.52M
$460M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
393K+ 6.42% |
$21.6M - $24.2M
|
6.52M
$460M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
345K+ 21.51% |
$18.9M - $21.2M
|
1.95M
$138M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
340KNew |
$18.7M - $20.9M
|
340K
$24M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
297K+ 86.43% |
$16.3M - $18.3M
|
641K
$45.3M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
286KNew |
$15.7M - $17.6M
|
286K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
273KNew |
$15M - $16.8M
|
273K
$19.3M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
266K+ 1978.6% |
$14.6M - $16.4M
|
280K
$19.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
265KNew |
$14.6M - $16.3M
|
265K
$18.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
261K+ 58.43% |
$14.3M - $16M
|
707K
$50M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
255K+ 86.92% |
$14M - $15.7M
|
548K
$38.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
253K+ 11.4% |
$13.9M - $15.5M
|
2.47M
$174M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
247K+ 510.45% |
$13.6M - $15.2M
|
295K
$20.9M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
206K+ 190.99% |
$11.4M - $12.7M
|
315K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
206K+ 6.76% |
$11.3M - $12.7M
|
3.25M
$229M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
192K+ 14.2% |
$10.6M - $11.8M
|
1.55M
$109M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
189K+ 54.36% |
$10.4M - $11.6M
|
537K
$37.9M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
182KNew |
$10M - $11.2M
|
182K
$12.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
177K+ 44125.94% |
$9.73M - $10.9M
|
177K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
172K+ 3.01% |
$9.46M - $10.6M
|
5.88M
$416M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
159K+ 5.71% |
$8.75M - $9.79M
|
2.95M
$208M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
159KNew |
$8.72M - $9.76M
|
159K
$11.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
158K+ 140.11% |
$8.67M - $9.7M
|
270K
$19.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
156K+ 55.72% |
$8.57M - $9.59M
|
436K
$30.8M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
155K+ 39.47% |
$8.51M - $9.53M
|
547K
$38.7M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
153K+ 17.84% |
$8.42M - $9.42M
|
1.01M
$71.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
146KNew |
$8.01M - $8.97M
|
146K
$10.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
141K+ 52.83% |
$7.77M - $8.7M
|
409K
$28.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
140K+ 76.47% |
$7.7M - $8.62M
|
323K
$22.9M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
139K+ 65.71% |
$7.64M - $8.55M
|
350K
$24.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
137K+ 8.61% |
$7.54M - $8.44M
|
1.73M
$122M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133K+ 9.68% |
$7.33M - $8.2M
|
1.51M
$107M
|