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 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.84K+ 11.56% |
$321K - $359K
|
56.3K
$3.98M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.81K+ 25.7% |
$319K - $357K
|
28.4K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5.78K+ 15.73% |
$318K - $355K
|
42.5K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
5.74K+ 57.76% |
$315K - $353K
|
15.7K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.73KNew |
$315K - $353K
|
5.73K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.62K+ 142.51% |
$309K - $345K
|
9.56K
$675K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
5.61K+ 40.67% |
$309K - $345K
|
19.4K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.59K+ 20.0% |
$307K - $344K
|
33.6K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.58KNew |
$307K - $343K
|
5.58K
$394K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.5K+ 30.62% |
$302K - $338K
|
23.5K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5.46K+ 0.71% |
$300K - $336K
|
773K
$54.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.38K+ 42.19% |
$295K - $331K
|
18.1K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.36KNew |
$295K - $330K
|
5.36K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.36K+ 101.69% |
$295K - $330K
|
10.6K
$751K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$292K - $327K
|
5.32K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.3K+ 32.88% |
$291K - $326K
|
21.4K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.29K+ 1.55% |
$291K - $325K
|
346K
$24.4M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.28KNew |
$290K - $325K
|
5.28K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.23K+ 6.39% |
$288K - $322K
|
87.1K
$6.15M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.23KNew |
$288K - $322K
|
5.23K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.18KNew |
$285K - $319K
|
5.18K
$366K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.1KNew |
$280K - $314K
|
5.1K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
5.06K+ 18.9% |
$278K - $311K
|
31.8K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.02K+ 14.79% |
$276K - $309K
|
38.9K
$2.75M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.01K+ 2.03% |
$276K - $309K
|
252K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.85KNew |
$267K - $299K
|
4.85K
$343K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.85K+ 9.48% |
$267K - $299K
|
56K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.84K+ 8.73% |
$266K - $298K
|
60.3K
$4.26M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.83K+ 131.99% |
$266K - $297K
|
8.49K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.82KNew |
$265K - $297K
|
4.82K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
BUY
|
- |
4.78K+ 0.57% |
$263K - $294K
|
839K
$59.3M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.69KNew |
$258K - $289K
|
4.69K
$331K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.68K+ 5.33% |
$257K - $288K
|
92.5K
$6.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.65K+ 1.32% |
$255K - $286K
|
358K
$25.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.42KNew |
$243K - $272K
|
4.42K
$312K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.29K+ 28.15% |
$236K - $264K
|
19.5K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.26KNew |
$234K - $262K
|
4.26K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.24KNew |
$233K - $261K
|
4.24K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4.14K+ 672.85% |
$227K - $255K
|
4.75K
$336K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.12K+ 0.56% |
$226K - $253K
|
738K
$52.2M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.11KNew |
$226K - $253K
|
4.11K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.1K+ 11.49% |
$226K - $252K
|
39.8K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.08KNew |
$224K - $251K
|
4.08K
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.03K+ 2.8% |
$221K - $248K
|
148K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.99K+ 17.08% |
$219K - $245K
|
27.3K
$1.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
3.98K+ 12.19% |
$219K - $245K
|
36.7K
$2.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$218K - $244K
|
3.97K
$280K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.96KNew |
$217K - $243K
|
3.96K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
3.85KNew |
$212K - $237K
|
3.85K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.81KNew |
$210K - $235K
|
3.81K
$270K
|