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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.29KNew |
$424K - $470K
|
7.29K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.21K+ 22.11% |
$420K - $465K
|
39.8K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.09K+ 5.75% |
$413K - $457K
|
130K
$9.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.03K+ 6.64% |
$410K - $454K
|
113K
$8.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
6.97K+ 29.28% |
$406K - $450K
|
30.8K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.96KNew |
$405K - $449K
|
6.96K
$494K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
6.95K+ 20.67% |
$405K - $449K
|
40.6K
$2.88M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.94KNew |
$404K - $448K
|
6.94K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
6.9K+ 62.59% |
$402K - $445K
|
17.9K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.87K+ 5.18% |
$400K - $443K
|
139K
$9.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.76KNew |
$394K - $436K
|
6.76K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.74K+ 12.35% |
$393K - $435K
|
61.3K
$4.35M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
6.71KNew |
$390K - $433K
|
6.71K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.59K+ 63.65% |
$384K - $425K
|
17K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.51K+ 27.08% |
$379K - $420K
|
30.5K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.4KNew |
$373K - $413K
|
6.4K
$454K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.4K+ 212.92% |
$373K - $413K
|
9.4K
$667K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.38KNew |
$372K - $412K
|
6.38K
$453K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.37K+ 80.19% |
$371K - $411K
|
14.3K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
6.17K+ 45.72% |
$359K - $398K
|
19.7K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.15K+ 13.66% |
$358K - $397K
|
51.1K
$3.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.04K+ 3.85% |
$352K - $390K
|
163K
$11.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
5.97KNew |
$347K - $385K
|
5.97K
$423K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.91K+ 1.35% |
$344K - $381K
|
443K
$31.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.9K+ 9.33% |
$344K - $381K
|
69.2K
$4.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5.74K+ 2.83% |
$334K - $370K
|
208K
$14.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.71K+ 43.63% |
$332K - $368K
|
18.8K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.66K+ 44.73% |
$330K - $365K
|
18.3K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.63K+ 16.78% |
$328K - $363K
|
39.2K
$2.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.6K+ 6.71% |
$326K - $361K
|
89K
$6.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.55K+ 12.25% |
$323K - $358K
|
50.8K
$3.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.53KNew |
$322K - $357K
|
5.53K
$392K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.48K+ 10.29% |
$319K - $354K
|
58.8K
$4.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.4K+ 16.97% |
$314K - $348K
|
37.2K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.37K+ 8.64% |
$313K - $346K
|
67.5K
$4.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.35K+ 82.14% |
$312K - $345K
|
11.9K
$842K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.33K+ 36.68% |
$310K - $344K
|
19.9K
$1.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
5.3K+ 96.36% |
$309K - $342K
|
10.8K
$766K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.22KNew |
$304K - $337K
|
5.22K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.18KNew |
$302K - $334K
|
5.18K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
5.1K+ 0.31% |
$297K - $329K
|
1.63M
$115M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.08K+ 30.6% |
$296K - $328K
|
21.7K
$1.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.01K+ 59.32% |
$292K - $323K
|
13.4K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.98KNew |
$290K - $321K
|
4.98K
$353K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.88K+ 13.31% |
$284K - $315K
|
41.6K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.87KNew |
$284K - $314K
|
4.87K
$345K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.86KNew |
$283K - $313K
|
4.86K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.83K+ 3.31% |
$281K - $312K
|
151K
$10.7M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
4.77KNew |
$278K - $308K
|
4.77K
$338K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.75KNew |
$277K - $307K
|
4.75K
$337K
|