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 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.81KNew |
$209K - $234K
|
3.81K
$269K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
3.81K+ 2.31% |
$209K - $234K
|
169K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
3.81K+ 52.58% |
$209K - $234K
|
11K
$780K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.8KNew |
$209K - $234K
|
3.8K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.78K+ 2.85% |
$208K - $233K
|
137K
$9.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.78K+ 7.95% |
$208K - $232K
|
51.3K
$3.62M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.74K+ 56.54% |
$206K - $230K
|
10.4K
$732K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.63KNew |
$199K - $223K
|
3.63K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.56KNew |
$196K - $219K
|
3.56K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.55K+ 5.44% |
$195K - $218K
|
68.8K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.55KNew |
$195K - $218K
|
3.55K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.53K+ 6.02% |
$194K - $217K
|
62.1K
$4.39M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.52KNew |
$194K - $217K
|
3.52K
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.5KNew |
$192K - $215K
|
3.5K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.49KNew |
$192K - $215K
|
3.49K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.47K+ 84.12% |
$191K - $214K
|
7.6K
$537K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.37KNew |
$185K - $207K
|
3.37K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.36K+ 75.15% |
$185K - $207K
|
7.83K
$553K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.35K+ 29.91% |
$184K - $206K
|
14.5K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.34KNew |
$183K - $205K
|
3.34K
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.32KNew |
$183K - $204K
|
3.32K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.32KNew |
$182K - $204K
|
3.32K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.31KNew |
$182K - $203K
|
3.31K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $203K
|
3.3K
$233K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.24K+ 37.93% |
$178K - $199K
|
11.8K
$833K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.21K+ 16.46% |
$176K - $197K
|
22.7K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.15K+ 28.69% |
$173K - $194K
|
14.1K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.13K+ 12.35% |
$172K - $193K
|
28.5K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.12KNew |
$172K - $192K
|
3.12K
$220K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 3.26% |
$171K - $191K
|
98.5K
$6.96M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.08K+ 2.35% |
$169K - $190K
|
134K
$9.48M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.06K+ 5.47% |
$168K - $188K
|
58.9K
$4.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.03K+ 32.57% |
$167K - $186K
|
12.3K
$871K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02K+ 82.45% |
$166K - $186K
|
6.69K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3KNew |
$165K - $185K
|
3K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3KNew |
$165K - $184K
|
3K
$212K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.98K+ 63.65% |
$164K - $183K
|
7.66K
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.85K+ 25.56% |
$156K - $175K
|
14K
$988K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.79K+ 10.61% |
$153K - $171K
|
29K
$2.05M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.67KNew |
$147K - $164K
|
2.67K
$189K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.67K+ 4.92% |
$147K - $164K
|
56.9K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.62K+ 30.28% |
$144K - $161K
|
11.3K
$797K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 8.34% |
$144K - $161K
|
34K
$2.4M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.6K+ 3.86% |
$143K - $160K
|
69.9K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.6K+ 4.82% |
$143K - $160K
|
56.4K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.59K+ 61.52% |
$142K - $159K
|
6.79K
$480K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.55K+ 72.6% |
$140K - $157K
|
6.07K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.5KNew |
$138K - $154K
|
2.5K
$177K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.47K+ 40.77% |
$136K - $152K
|
8.54K
$603K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.46K+ 1.41% |
$135K - $151K
|
176K
$12.5M
|