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 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.6K+ 9.31% |
$789K - $874K
|
159K
$11.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.3K+ 1.26% |
$772K - $855K
|
1.07M
$75.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.2K+ 2.45% |
$767K - $850K
|
551K
$39.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
12.9KNew |
$754K - $835K
|
12.9K
$918K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.7K+ 26.84% |
$741K - $821K
|
60.1K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 115.93% |
$731K - $810K
|
23.4K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12.5K+ 15.04% |
$727K - $805K
|
95.4K
$6.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 111.24% |
$722K - $799K
|
23.5K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.2K+ 3.41% |
$710K - $787K
|
370K
$26.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
12.2K+ 1.61% |
$709K - $786K
|
769K
$54.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
11.9K+ 139.76% |
$695K - $770K
|
20.5K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11.7K+ 1.66% |
$684K - $757K
|
719K
$51M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
11.7K+ 1.27% |
$681K - $754K
|
930K
$65.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.5K+ 20.47% |
$672K - $744K
|
67.9K
$4.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
11.4K+ 3.96% |
$666K - $738K
|
300K
$21.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
11.2K+ 2.66% |
$653K - $723K
|
432K
$30.6M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
11.1KNew |
$646K - $716K
|
11.1K
$787K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.7K+ 4.28% |
$625K - $692K
|
261K
$18.5M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.7K+ 36.91% |
$622K - $689K
|
39.6K
$2.81M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
10.6K+ 0.92% |
$619K - $685K
|
1.17M
$82.7M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
10.6K+ 0.92% |
$619K - $685K
|
1.17M
$82.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10.5K+ 2.13% |
$610K - $676K
|
502K
$35.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 589.26% |
$601K - $665K
|
12.1K
$856K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.3K+ 24.3% |
$600K - $665K
|
52.7K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$592K - $656K
|
10.2K
$721K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 1.72% |
$587K - $651K
|
596K
$42.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.98K+ 71.56% |
$581K - $644K
|
23.9K
$1.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.9K+ 15.38% |
$577K - $639K
|
74.2K
$5.27M
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
9.71K+ 9.23% |
$565K - $626K
|
115K
$8.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
9.43K+ 5.59% |
$549K - $608K
|
178K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9.33K+ 3.48% |
$543K - $602K
|
277K
$19.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.13K+ 19.25% |
$531K - $589K
|
56.5K
$4.01M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
8.84K+ 15.73% |
$515K - $570K
|
65K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
8.78KNew |
$511K - $566K
|
8.78K
$623K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
8.67K+ 44.67% |
$505K - $560K
|
28.1K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.65K+ 2.94% |
$504K - $558K
|
303K
$21.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
8.58K+ 8.3% |
$500K - $553K
|
112K
$7.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
8.35KNew |
$486K - $539K
|
8.35K
$592K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.24K+ 29.31% |
$480K - $532K
|
36.4K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
8.21KNew |
$478K - $529K
|
8.21K
$582K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8.14K+ 6.8% |
$474K - $525K
|
128K
$9.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.01K+ 8.5% |
$466K - $517K
|
102K
$7.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
7.89K+ 24.78% |
$459K - $509K
|
39.7K
$2.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
7.8K+ 34.41% |
$454K - $503K
|
30.5K
$2.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.75KNew |
$452K - $500K
|
7.75K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
7.55KNew |
$440K - $487K
|
7.55K
$536K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.47K+ 5.46% |
$435K - $482K
|
144K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
7.42K+ 49.92% |
$432K - $478K
|
22.3K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.39K+ 5.87% |
$431K - $477K
|
133K
$9.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.34K+ 3.43% |
$427K - $473K
|
221K
$15.7M
|