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 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
133K+ 134.34% |
$7.31M - $8.18M
|
232K
$16.4M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
130K+ 379.38% |
$7.17M - $8.02M
|
165K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
128K+ 13.96% |
$7.06M - $7.9M
|
1.05M
$74M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
128K+ 476.82% |
$7.05M - $7.89M
|
155K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
126K+ 41.73% |
$6.91M - $7.74M
|
427K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
123K+ 323200.0% |
$6.75M - $7.56M
|
123K
$8.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
120K+ 40.4% |
$6.6M - $7.39M
|
417K
$29.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117K+ 33.17% |
$6.41M - $7.17M
|
468K
$33.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
114K+ 38.21% |
$6.27M - $7.01M
|
412K
$29.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 286.39% |
$5.93M - $6.64M
|
146K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
105K+ 5.48% |
$5.77M - $6.46M
|
2.02M
$143M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
105K+ 32.36% |
$5.77M - $6.46M
|
429K
$30.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
97.9K+ 24.02% |
$5.38M - $6.02M
|
506K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
91.8KNew |
$5.04M - $5.65M
|
91.8K
$6.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
90.8K+ 26.2% |
$4.99M - $5.59M
|
437K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
88.7KNew |
$4.87M - $5.46M
|
88.7K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
83.9KNew |
$4.61M - $5.16M
|
83.9K
$5.93M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
82.8K+ 182.99% |
$4.55M - $5.1M
|
128K
$9.05M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
82.7K+ 7.45% |
$4.55M - $5.09M
|
1.19M
$84.4M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
81.8KNew |
$4.49M - $5.03M
|
81.8K
$5.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.7K+ 11.14% |
$4.44M - $4.97M
|
805K
$56.9M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
80.4K+ 10.01% |
$4.42M - $4.95M
|
883K
$62.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
80.4K+ 61.25% |
$4.42M - $4.94M
|
212K
$15M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
78.5K+ 59.21% |
$4.32M - $4.83M
|
211K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77.7K+ 37.31% |
$4.27M - $4.78M
|
286K
$20.2M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.5K+ 7.55% |
$4.15M - $4.65M
|
1.08M
$76M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
74.9KNew |
$4.12M - $4.61M
|
74.9K
$5.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74K+ 24.68% |
$4.07M - $4.55M
|
374K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
74K+ 432.16% |
$4.07M - $4.55M
|
91.1K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
73.5K+ 41.4% |
$4.04M - $4.52M
|
251K
$17.7M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
73.5K+ 28.6% |
$4.04M - $4.52M
|
330K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
73.1K+ 81.04% |
$4.02M - $4.49M
|
163K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.3K+ 15.11% |
$3.81M - $4.27M
|
528K
$37.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
69.1KNew |
$3.8M - $4.25M
|
69.1K
$4.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
64.7K+ 6.97% |
$3.55M - $3.98M
|
992K
$70.1M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
64.3K+ 71.95% |
$3.54M - $3.96M
|
154K
$10.9M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
64.2K+ 20.49% |
$3.53M - $3.95M
|
377K
$26.7M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
62.8K+ 253.24% |
$3.45M - $3.86M
|
87.6K
$6.19M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
62.6KNew |
$3.44M - $3.85M
|
62.6K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
60.7K+ 86.21% |
$3.34M - $3.74M
|
131K
$9.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
60.7K+ 86.21% |
$3.34M - $3.74M
|
131K
$9.27M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
56.9K+ 110.81% |
$3.13M - $3.5M
|
108K
$7.64M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
53.8KNew |
$2.96M - $3.31M
|
53.8K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
53.4K+ 7.69% |
$2.94M - $3.29M
|
748K
$52.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
49.7KNew |
$2.73M - $3.06M
|
49.7K
$3.51M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
49.7K+ 30.33% |
$2.73M - $3.05M
|
213K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
49.2K+ 10.1% |
$2.71M - $3.03M
|
537K
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48.9KNew |
$2.69M - $3.01M
|
48.9K
$3.46M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
48.9K+ 136.61% |
$2.69M - $3.01M
|
84.6K
$5.98M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
47.1K+ 12.6% |
$2.59M - $2.9M
|
421K
$29.7M
|