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 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
192K+ 131.69% |
$11.2M - $12.4M
|
338K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
191KNew |
$11.1M - $12.3M
|
191K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
188KNew |
$11M - $12.1M
|
188K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
179K+ 10.33% |
$10.4M - $11.5M
|
1.91M
$135M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
173K+ 914.18% |
$10.1M - $11.2M
|
192K
$13.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
172K+ 13.35% |
$10M - $11.1M
|
1.46M
$104M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
170K+ 343.05% |
$9.93M - $11M
|
220K
$15.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
170K+ 40.8% |
$9.92M - $11M
|
588K
$41.7M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
166K+ 1006.42% |
$9.7M - $10.7M
|
183K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
165KNew |
$9.62M - $10.7M
|
165K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
164K+ 21.95% |
$9.56M - $10.6M
|
912K
$64.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
159K+ 1817.38% |
$9.28M - $10.3M
|
168K
$11.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
157K+ 2.41% |
$9.14M - $10.1M
|
6.67M
$473M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
156KNew |
$9.08M - $10.1M
|
156K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
149K+ 90.67% |
$8.7M - $9.64M
|
314K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
148K+ 270.58% |
$8.63M - $9.55M
|
203K
$14.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144K+ 13.69% |
$8.39M - $9.29M
|
1.2M
$84.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
135K+ 41.81% |
$7.87M - $8.72M
|
459K
$32.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
132K+ 4.49% |
$7.71M - $8.54M
|
3.08M
$218M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131K+ 12.98% |
$7.65M - $8.47M
|
1.14M
$81.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
131K+ 25.15% |
$7.6M - $8.42M
|
649K
$46.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
130K+ 4.01% |
$7.59M - $8.4M
|
3.38M
$240M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
126KNew |
$7.32M - $8.1M
|
126K
$8.91M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
125KNew |
$7.3M - $8.08M
|
125K
$8.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
120K+ 11.88% |
$7.01M - $7.76M
|
1.13M
$80.4M
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
115K+ 19.33% |
$6.68M - $7.4M
|
708K
$50.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
113KNew |
$6.61M - $7.32M
|
113K
$8.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
108K+ 15.84% |
$6.29M - $6.97M
|
790K
$56M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
107K+ 109.85% |
$6.23M - $6.91M
|
204K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 19.74% |
$6.07M - $6.73M
|
632K
$44.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
90.3K+ 47.39% |
$5.26M - $5.83M
|
281K
$19.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
86.9KNew |
$5.06M - $5.61M
|
86.9K
$6.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
86.9K+ 31.61% |
$5.06M - $5.6M
|
362K
$25.7M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
84.2KNew |
$4.9M - $5.43M
|
84.2K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
81.9KNew |
$4.77M - $5.29M
|
81.9K
$5.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
79.6K+ 448.03% |
$4.63M - $5.13M
|
97.3K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78K+ 8.39% |
$4.54M - $5.03M
|
1.01M
$71.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
73.5K+ 37.6% |
$4.28M - $4.74M
|
269K
$19.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
73.4K+ 298.9% |
$4.27M - $4.73M
|
97.9K
$6.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
70.4K+ 17.22% |
$4.1M - $4.54M
|
479K
$34M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
70.1K+ 4.5% |
$4.08M - $4.52M
|
1.63M
$115M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
67.1KNew |
$3.91M - $4.33M
|
67.1K
$4.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
66.5K+ 4.58% |
$3.87M - $4.29M
|
1.52M
$108M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
65.7K+ 122.11% |
$3.82M - $4.24M
|
119K
$8.47M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.5K+ 2.95% |
$3.82M - $4.23M
|
2.29M
$162M
|
|
|
Aug 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
65.4K+ 442.21% |
$3.81M - $4.22M
|
80.1K
$5.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
65.3K+ 174.82% |
$3.81M - $4.22M
|
103K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
64.4K+ 10.37% |
$3.75M - $4.15M
|
685K
$48.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
64.2K+ 16.98% |
$3.74M - $4.14M
|
442K
$31.4M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
63.2K+ 11.54% |
$3.68M - $4.08M
|
611K
$43.4M
|