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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
61.5K+ 15.71% |
$3.58M - $3.97M
|
453K
$32.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
59.2K+ 18.83% |
$3.45M - $3.82M
|
374K
$26.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
59.2K+ 44.85% |
$3.45M - $3.82M
|
191K
$13.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
57.4K+ 254.0% |
$3.34M - $3.7M
|
79.9K
$5.67M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
55.5K+ 67.84% |
$3.23M - $3.58M
|
137K
$9.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
55.2K+ 22.0% |
$3.22M - $3.56M
|
306K
$21.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
52.2K+ 367.53% |
$3.04M - $3.37M
|
66.4K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52K+ 5.91% |
$3.03M - $3.36M
|
933K
$66.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
51.2KNew |
$2.98M - $3.31M
|
51.2K
$3.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
50.8K+ 15.36% |
$2.96M - $3.28M
|
381K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
50.2KNew |
$2.92M - $3.24M
|
50.2K
$3.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
50K+ 11.09% |
$2.91M - $3.23M
|
501K
$35.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
48.2K+ 12.18% |
$2.81M - $3.11M
|
444K
$31.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
46.4K+ 55.38% |
$2.71M - $3M
|
130K
$9.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.9K+ 5.71% |
$2.68M - $2.96M
|
851K
$60.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45.6K+ 52.1% |
$2.66M - $2.94M
|
133K
$9.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
44.5K+ 54.32% |
$2.59M - $2.87M
|
127K
$8.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3K+ 161.56% |
$2.58M - $2.86M
|
71.7K
$5.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.9K+ 15.35% |
$2.56M - $2.83M
|
330K
$23.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
43.5K+ 8.11% |
$2.54M - $2.81M
|
580K
$41.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
43.5K+ 55.47% |
$2.53M - $2.81M
|
122K
$8.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
42.3KNew |
$2.46M - $2.73M
|
42.3K
$3M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.3K+ 5.63% |
$2.35M - $2.6M
|
756K
$53.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
38.6K+ 10.32% |
$2.25M - $2.49M
|
412K
$29.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
37.9K+ 73.98% |
$2.21M - $2.45M
|
89.2K
$6.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
36.6K+ 17.15% |
$2.13M - $2.36M
|
250K
$17.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
35.4KNew |
$2.06M - $2.28M
|
35.4K
$2.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
34.9K+ 21.13% |
$2.03M - $2.25M
|
200K
$14.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
33.6K+ 6.15% |
$1.96M - $2.17M
|
581K
$41.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.5KNew |
$1.89M - $2.1M
|
32.5K
$2.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
31.7K+ 33.76% |
$1.85M - $2.05M
|
126K
$8.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
31.5K+ 10.9% |
$1.83M - $2.03M
|
320K
$22.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
30.7K+ 6.57% |
$1.79M - $1.98M
|
499K
$35.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
30.5K+ 123.08% |
$1.78M - $1.97M
|
55.3K
$3.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
30.4K+ 28.77% |
$1.77M - $1.96M
|
136K
$9.67M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
30.2KNew |
$1.76M - $1.95M
|
30.2K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
29.9K+ 339.03% |
$1.74M - $1.93M
|
38.8K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
29.2KNew |
$1.7M - $1.88M
|
29.2K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
29.1K+ 47.54% |
$1.69M - $1.88M
|
90.2K
$6.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28.7KNew |
$1.67M - $1.85M
|
28.7K
$2.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
28.2K+ 73.35% |
$1.64M - $1.82M
|
66.7K
$4.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
27.9KNew |
$1.63M - $1.8M
|
27.9K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.8KNew |
$1.62M - $1.79M
|
27.8K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
27.4K+ 508.16% |
$1.6M - $1.77M
|
32.8K
$2.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
27.2K+ 229.48% |
$1.58M - $1.75M
|
39K
$2.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
27.1K+ 2.27% |
$1.58M - $1.75M
|
1.22M
$86.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
26.4K+ 554.64% |
$1.54M - $1.7M
|
31.1K
$2.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
26.2K+ 71.24% |
$1.53M - $1.69M
|
63K
$4.47M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
26K+ 8.69% |
$1.51M - $1.68M
|
325K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25.4K+ 0.51% |
$1.48M - $1.64M
|
5.02M
$356M
|