Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
844+ 1.9% |
$49.2K - $54.4K
|
45.2K
$3.2M
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
839+ 0.09% |
$48.9K - $54.1K
|
884K
$62.8M
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
818+ 2.7% |
$47.6K - $52.8K
|
31.1K
$2.21M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
810+ 0.93% |
$47.2K - $52.3K
|
87.9K
$6.24M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
792+ 5.99% |
$46.1K - $51.1K
|
14K
$995K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
781New |
$45.5K - $50.4K
|
781
$55.4K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
765New |
$44.6K - $49.4K
|
765
$54.3K
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
763+ 9.12% |
$44.4K - $49.2K
|
9.13K
$648K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
748+ 2.49% |
$43.6K - $48.3K
|
30.7K
$2.18M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
736+ 82.88% |
$42.9K - $47.5K
|
1.62K
$115K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
718+ 9.44% |
$41.8K - $46.3K
|
8.32K
$591K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
716+ 0.49% |
$41.7K - $46.2K
|
147K
$10.5M
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
684+ 11.26% |
$39.8K - $44.1K
|
6.76K
$479K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
680+ 7.74% |
$39.6K - $43.9K
|
9.46K
$672K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
650+ 12.94% |
$37.9K - $41.9K
|
5.67K
$403K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
650+ 5.76% |
$37.9K - $41.9K
|
11.9K
$846K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
633New |
$36.9K - $40.8K
|
633
$44.9K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
631+ 31.16% |
$36.7K - $40.7K
|
2.66K
$188K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
631+ 5.6% |
$36.7K - $40.7K
|
11.9K
$845K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
629+ 3.13% |
$36.6K - $40.6K
|
20.7K
$1.47M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
619+ 11.79% |
$36.1K - $39.9K
|
5.87K
$416K
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
584+ 3.78% |
$34K - $37.7K
|
16K
$1.14M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
580+ 6.61% |
$33.8K - $37.4K
|
9.36K
$664K
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
558+ 0.79% |
$32.5K - $36K
|
70.9K
$5.03M
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
538+ 6.33% |
$31.3K - $34.7K
|
9.04K
$642K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
532+ 2.58% |
$31K - $34.3K
|
21.2K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
505+ 4208.33% |
$29.4K - $32.6K
|
517
$36.7K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
500New |
$29.1K - $32.3K
|
500
$35.5K
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
497+ 13.96% |
$28.9K - $32.1K
|
4.06K
$288K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
479+ 25.6% |
$27.9K - $30.9K
|
2.35K
$167K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
476+ 3.87% |
$27.7K - $30.7K
|
12.8K
$907K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
459+ 13.62% |
$26.7K - $29.6K
|
3.83K
$272K
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
445+ 6.55% |
$25.9K - $28.7K
|
7.24K
$514K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
442+ 108.33% |
$25.7K - $28.5K
|
850
$60.3K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
437+ 22.82% |
$25.5K - $28.2K
|
2.35K
$167K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
424+ 6.34% |
$24.7K - $27.4K
|
7.11K
$505K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
419+ 2.87% |
$24.4K - $27K
|
15K
$1.06M
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
416+ 0.18% |
$24.2K - $26.8K
|
232K
$16.5M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
413+ 2.83% |
$24.1K - $26.6K
|
15K
$1.07M
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
399New |
$23.2K - $25.7K
|
399
$28.3K
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
378+ 1.67% |
$22K - $24.4K
|
23K
$1.63M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
365+ 5.91% |
$21.3K - $23.5K
|
6.54K
$464K
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
359+ 1.62% |
$20.9K - $23.2K
|
22.5K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
354+ 1.86% |
$20.6K - $22.8K
|
19.4K
$1.38M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
349+ 0.12% |
$20.3K - $22.5K
|
283K
$20.1M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
345+ 4.11% |
$20.1K - $22.3K
|
8.73K
$620K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
324New |
$18.9K - $20.9K
|
324
$23K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
321+ 1.84% |
$18.7K - $20.7K
|
17.7K
$1.26M
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
317+ 4.39% |
$18.5K - $20.4K
|
7.53K
$535K
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
304+ 2.64% |
$17.7K - $19.6K
|
11.8K
$840K
|