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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.8K+ 250.27% |
$593K - $664K
|
15.1K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
10.5K+ 83.14% |
$577K - $646K
|
23.1K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3K+ 240.14% |
$564K - $631K
|
14.5K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10.2K+ 1.47% |
$563K - $630K
|
707K
$50M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
10.1K+ 2.33% |
$558K - $624K
|
446K
$31.5M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
9.82KNew |
$540K - $604K
|
9.82K
$694K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.81K+ 13.59% |
$539K - $604K
|
82K
$5.79M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.68K+ 2.33% |
$532K - $595K
|
426K
$30.1M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.64K+ 2.41% |
$530K - $593K
|
409K
$28.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9.54K+ 8.71% |
$524K - $587K
|
119K
$8.41M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
9.42K+ 1.26% |
$518K - $580K
|
757K
$53.5M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
9.4KNew |
$517K - $578K
|
9.4K
$664K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.37K+ 5.46% |
$515K - $576K
|
181K
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9.36K+ 11.7% |
$515K - $576K
|
89.4K
$6.32M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
9.29K+ 3.32% |
$511K - $571K
|
289K
$20.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.24KNew |
$508K - $568K
|
9.24K
$653K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.22K+ 5.91% |
$507K - $567K
|
165K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.11K+ 13.33% |
$501K - $561K
|
77.5K
$5.47M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.05K+ 9.34% |
$497K - $557K
|
106K
$7.48M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
9.04K+ 3.57% |
$497K - $556K
|
263K
$18.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.95K+ 46.67% |
$492K - $551K
|
28.1K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.84K+ 47.6% |
$486K - $544K
|
27.4K
$1.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.47K+ 15.46% |
$466K - $521K
|
63.3K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
8.41K+ 8.41% |
$462K - $517K
|
108K
$7.66M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.38K+ 22.33% |
$461K - $516K
|
45.9K
$3.25M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8.31K+ 34.58% |
$457K - $511K
|
32.3K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.3K+ 2.66% |
$456K - $511K
|
320K
$22.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.3K+ 2.96% |
$456K - $511K
|
289K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.03K+ 9.87% |
$441K - $494K
|
89.4K
$6.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.95KNew |
$437K - $489K
|
7.95K
$562K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.83K+ 2.11% |
$430K - $482K
|
378K
$26.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.37K+ 32.15% |
$405K - $453K
|
30.3K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.36K+ 8.48% |
$404K - $453K
|
94.2K
$6.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.1K+ 59.91% |
$390K - $437K
|
19K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.09K+ 8.28% |
$390K - $436K
|
92.7K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.04KNew |
$387K - $433K
|
7.04K
$498K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.02K+ 17.53% |
$386K - $432K
|
47.1K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.01K+ 2.67% |
$385K - $431K
|
269K
$19M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.68K+ 17.99% |
$367K - $411K
|
43.8K
$3.1M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
6.51K+ 4.42% |
$358K - $401K
|
154K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.5KNew |
$358K - $400K
|
6.5K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.41K+ 10.6% |
$352K - $394K
|
66.9K
$4.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.37K+ 70.15% |
$350K - $392K
|
15.5K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.31K+ 3.24% |
$347K - $388K
|
201K
$14.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
6.11K+ 82.77% |
$336K - $376K
|
13.5K
$953K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.06K+ 15.85% |
$333K - $373K
|
44.3K
$3.13M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.04K+ 2.35% |
$332K - $372K
|
264K
$18.6M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
6K+ 8.51% |
$330K - $369K
|
76.4K
$5.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5.85K+ 33.13% |
$322K - $360K
|
23.5K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.85K+ 51.05% |
$321K - $360K
|
17.3K
$1.22M
|