Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.3K+ 88.47% |
$2.11M - $2.31M
|
94.3K
$6.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
42.5K+ 560.2% |
$2.02M - $2.21M
|
50.1K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.9K+ 705.17% |
$1.95M - $2.13M
|
46.7K
$3.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
40KNew |
$1.9M - $2.09M
|
40K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.8K+ 19.36% |
$1.89M - $2.07M
|
245K
$17M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39.4K+ 23.28% |
$1.87M - $2.05M
|
208K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
39K+ 12.72% |
$1.86M - $2.03M
|
346K
$24M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
37.5K+ 20.13% |
$1.78M - $1.95M
|
224K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
36.6K+ 77.47% |
$1.74M - $1.9M
|
83.7K
$5.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
36K+ 4.1% |
$1.71M - $1.88M
|
913K
$63.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
35.6K+ 14.1% |
$1.7M - $1.86M
|
288K
$20.1M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.9K+ 11.21% |
$1.66M - $1.82M
|
347K
$24.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
31KNew |
$1.47M - $1.61M
|
31K
$2.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
29.1KNew |
$1.38M - $1.52M
|
29.1K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28.6KNew |
$1.36M - $1.49M
|
28.6K
$1.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
28.2K+ 3.39% |
$1.34M - $1.47M
|
862K
$59.9M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
27.9KNew |
$1.33M - $1.45M
|
27.9K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
27.8K+ 21.53% |
$1.32M - $1.45M
|
157K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.4KNew |
$1.3M - $1.43M
|
27.4K
$1.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
BUY
|
- |
26.9K+ 3.29% |
$1.28M - $1.4M
|
844K
$58.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.4KNew |
$1.21M - $1.32M
|
25.4K
$1.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24.7K+ 2.15% |
$1.18M - $1.29M
|
1.18M
$81.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
24.6KNew |
$1.17M - $1.28M
|
24.6K
$1.71M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
24.3K+ 5.99% |
$1.16M - $1.27M
|
430K
$29.9M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24.3K+ 21.44% |
$1.15M - $1.27M
|
138K
$9.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.6K+ 18.76% |
$1.12M - $1.23M
|
150K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.5K+ 22.15% |
$1.12M - $1.23M
|
130K
$9.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.4K+ 3.82% |
$1.11M - $1.22M
|
636K
$44.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
22.4KNew |
$1.07M - $1.17M
|
22.4K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
22.3K+ 3.74% |
$1.06M - $1.16M
|
619K
$43M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.2K+ 358.4% |
$1.05M - $1.15M
|
28.3K
$1.97M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
21.8K+ 11.83% |
$1.04M - $1.14M
|
206K
$14.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.8K+ 3.4% |
$1.04M - $1.14M
|
664K
$46.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.7K+ 39.47% |
$1.03M - $1.13M
|
76.8K
$5.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21.6K+ 18.89% |
$1.03M - $1.13M
|
136K
$9.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
21.4K+ 48.18% |
$1.02M - $1.12M
|
65.8K
$4.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21.3K+ 45.07% |
$1.02M - $1.11M
|
68.7K
$4.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
20.7K+ 8.56% |
$985K - $1.08M
|
263K
$18.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.6K+ 4.51% |
$978K - $1.07M
|
477K
$33.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
19.5K+ 3.31% |
$926K - $1.01M
|
607K
$42.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.3K+ 3.99% |
$917K - $1M
|
503K
$35M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.1K+ 1.65% |
$908K - $995K
|
1.18M
$81.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
18.8K+ 50.47% |
$895K - $981K
|
56.1K
$3.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
17.9K+ 570.5% |
$851K - $932K
|
21K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17KNew |
$809K - $886K
|
17K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
16.7K+ 3.68% |
$794K - $870K
|
470K
$32.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 3.25% |
$784K - $859K
|
523K
$36.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
16.1K+ 2.58% |
$766K - $840K
|
640K
$44.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 0.75% |
$764K - $837K
|
2.17M
$151M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
16K+ 388.8% |
$763K - $836K
|
20.2K
$1.4M
|