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 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
349+ 0.12% |
$20.3K - $22.5K
|
283K
$19.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
345+ 4.11% |
$20.1K - $22.3K
|
8.73K
$605K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
324New |
$18.9K - $20.9K
|
324
$22.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
321+ 1.84% |
$18.7K - $20.7K
|
17.7K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
317+ 4.39% |
$18.5K - $20.4K
|
7.53K
$522K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
304+ 2.64% |
$17.7K - $19.6K
|
11.8K
$821K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
302+ 5.27% |
$17.6K - $19.5K
|
6.03K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
274+ 8.35% |
$16K - $17.7K
|
3.56K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
264+ 2.69% |
$15.4K - $17K
|
10.1K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
250+ 0.18% |
$14.6K - $16.1K
|
141K
$9.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
249+ 0.35% |
$14.5K - $16.1K
|
71.9K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
244+ 1.08% |
$14.2K - $15.7K
|
22.7K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
240+ 2.11% |
$14K - $15.5K
|
11.6K
$807K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
235+ 12.97% |
$13.7K - $15.2K
|
2.05K
$142K
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
234+ 0.27% |
$13.6K - $15.1K
|
88.1K
$6.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
231+ 2.24% |
$13.5K - $14.9K
|
10.5K
$731K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
215+ 0.34% |
$12.5K - $13.9K
|
63.6K
$4.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
210New |
$12.2K - $13.5K
|
210
$14.6K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
198+ 0.22% |
$11.5K - $12.8K
|
89.6K
$6.21M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
195New |
$11.4K - $12.6K
|
195
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
192+ 2.74% |
$11.2K - $12.4K
|
7.21K
$500K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
187+ 2.85% |
$10.9K - $12.1K
|
6.75K
$468K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
181+ 2.85% |
$10.5K - $11.7K
|
6.53K
$453K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
179+ 3.37% |
$10.4K - $11.5K
|
5.5K
$381K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
179+ 0.21% |
$10.4K - $11.5K
|
86.2K
$5.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
172+ 1.23% |
$10K - $11.1K
|
14.2K
$982K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
172+ 1.46% |
$10K - $11.1K
|
12K
$829K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
167+ 0.67% |
$9.73K - $10.8K
|
25K
$1.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
166+ 1.25% |
$9.67K - $10.7K
|
13.5K
$933K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
159+ 4.62% |
$9.26K - $10.3K
|
3.6K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
145New |
$8.44K - $9.35K
|
145
$10.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
143+ 3.19% |
$8.33K - $9.22K
|
4.63K
$321K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
141+ 3.41% |
$8.21K - $9.1K
|
4.28K
$296K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
140New |
$8.15K - $9.03K
|
140
$9.71K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
139New |
$8.1K - $8.97K
|
139
$9.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
136New |
$7.92K - $8.77K
|
136
$9.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
127+ 1.39% |
$7.4K - $8.19K
|
9.25K
$641K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
113+ 0.61% |
$6.58K - $7.29K
|
18.7K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
105+ 233.33% |
$6.12K - $6.77K
|
150
$10.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
104+ 2.04% |
$6.06K - $6.71K
|
5.2K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
81+ 0.06% |
$4.72K - $5.23K
|
134K
$9.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
71New |
$4.14K - $4.58K
|
71
$4.92K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
68New |
$3.96K - $4.39K
|
68
$4.71K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
66+ 2.2% |
$3.84K - $4.26K
|
3.06K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 0.32% |
$3.38K - $3.74K
|
18.3K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
56+ 1.42% |
$3.26K - $3.61K
|
4.01K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
56New |
$3.26K - $3.61K
|
56
$3.88K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
55+ 16.18% |
$3.2K - $3.55K
|
395
$27.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46New |
$2.68K - $2.97K
|
46
$3.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
44+ 0.23% |
$2.56K - $2.84K
|
19.6K
$1.36M
|