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 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
46.5K+ 3.08% |
$2.56M - $2.86M
|
1.56M
$110M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
46.3KNew |
$2.55M - $2.85M
|
46.3K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
46.2K+ 46.26% |
$2.54M - $2.84M
|
146K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
45.8KNew |
$2.52M - $2.82M
|
45.8K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
45.3KNew |
$2.49M - $2.79M
|
45.3K
$3.2M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
43.5KNew |
$2.39M - $2.67M
|
43.5K
$3.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
43KNew |
$2.36M - $2.65M
|
43K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41.8K+ 11.79% |
$2.3M - $2.57M
|
396K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41.3KNew |
$2.27M - $2.54M
|
41.3K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
39.5K+ 26.14% |
$2.17M - $2.43M
|
191K
$13.5M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
39.2KNew |
$2.15M - $2.41M
|
39.2K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.7K+ 2.96% |
$2.13M - $2.38M
|
1.35M
$95.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.9K+ 17.52% |
$2.03M - $2.27M
|
248K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36.9KNew |
$2.03M - $2.27M
|
36.9K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
36.8KNew |
$2.02M - $2.26M
|
36.8K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
34.8K+ 94.67% |
$1.92M - $2.14M
|
71.6K
$5.06M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
33.8K+ 7.79% |
$1.86M - $2.08M
|
468K
$33.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
33.8K+ 173.47% |
$1.86M - $2.08M
|
53.3K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
33.7K+ 3.44% |
$1.85M - $2.07M
|
1.01M
$71.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33.6K+ 9.39% |
$1.85M - $2.07M
|
392K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.3K+ 3.72% |
$1.83M - $2.05M
|
929K
$65.7M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
33.1KNew |
$1.82M - $2.04M
|
33.1K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
32.8KNew |
$1.81M - $2.02M
|
32.8K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.5K+ 99.78% |
$1.79M - $2M
|
65.2K
$4.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
32.4K+ 4.8% |
$1.78M - $2M
|
709K
$50.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
32.3K+ 3.65% |
$1.78M - $1.99M
|
918K
$64.9M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
31.4K+ 11.73% |
$1.73M - $1.93M
|
299K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
29.5K+ 3.1% |
$1.62M - $1.81M
|
980K
$69.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.4K+ 61.25% |
$1.62M - $1.81M
|
77.5K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.8K+ 1.93% |
$1.59M - $1.77M
|
1.52M
$108M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
28.8KNew |
$1.58M - $1.77M
|
28.8K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28.5K+ 27.37% |
$1.57M - $1.75M
|
133K
$9.37M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
28.3K+ 41.91% |
$1.56M - $1.74M
|
96K
$6.78M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
28.2K+ 12.07% |
$1.55M - $1.73M
|
262K
$18.5M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
27.9K+ 2.47% |
$1.53M - $1.72M
|
1.16M
$81.6M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
27.9K+ 2.47% |
$1.53M - $1.72M
|
1.16M
$81.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.8K+ 57.98% |
$1.53M - $1.71M
|
75.8K
$5.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
26.2K+ 45.65% |
$1.44M - $1.61M
|
83.4K
$5.9M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
25.9KNew |
$1.42M - $1.59M
|
25.9K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
25.4K+ 14.24% |
$1.4M - $1.56M
|
204K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
25.4K+ 4.26% |
$1.39M - $1.56M
|
621K
$43.9M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.9K+ 1.74% |
$1.37M - $1.53M
|
1.45M
$103M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
24.8KNew |
$1.36M - $1.53M
|
24.8K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.6K+ 23.62% |
$1.35M - $1.51M
|
129K
$9.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
24.1KNew |
$1.33M - $1.48M
|
24.1K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
24KNew |
$1.32M - $1.48M
|
24K
$1.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24K+ 13.72% |
$1.32M - $1.48M
|
199K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
23.8KNew |
$1.31M - $1.47M
|
23.8K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23.5K+ 28.6% |
$1.29M - $1.45M
|
106K
$7.48M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
23.3KNew |
$1.28M - $1.44M
|
23.3K
$1.65M
|