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 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3K+ 8.24% |
$175K - $193K
|
39.4K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.96K+ 43.64% |
$173K - $191K
|
9.76K
$692K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.95K+ 6.73% |
$172K - $190K
|
46.8K
$3.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.94K+ 0.54% |
$171K - $190K
|
545K
$38.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.85KNew |
$166K - $184K
|
2.85K
$202K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.71K+ 9.9% |
$158K - $175K
|
30K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.65K+ 0.43% |
$155K - $171K
|
616K
$43.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.6K+ 7.08% |
$151K - $168K
|
39.3K
$2.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
2.58K+ 3.38% |
$150K - $167K
|
79K
$5.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.57K+ 6.48% |
$150K - $166K
|
42.2K
$2.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
2.55K+ 2.7% |
$149K - $165K
|
97.1K
$6.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.52K+ 4.47% |
$147K - $163K
|
59K
$4.18M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.51K+ 59.02% |
$146K - $162K
|
6.77K
$480K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.5KNew |
$146K - $161K
|
2.5K
$177K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.46K+ 2.22% |
$144K - $159K
|
113K
$8.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.44K+ 73.9% |
$142K - $158K
|
5.75K
$408K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.43K+ 8.51% |
$141K - $156K
|
30.9K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.37KNew |
$138K - $153K
|
2.37K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.35KNew |
$137K - $151K
|
2.35K
$166K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.34K+ 6.3% |
$136K - $151K
|
39.5K
$2.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.34K+ 3.93% |
$136K - $151K
|
62K
$4.39M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.32K+ 66.22% |
$135K - $150K
|
5.83K
$414K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.32K+ 37.35% |
$135K - $150K
|
8.53K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 60.15% |
$134K - $148K
|
6.11K
$433K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.28K+ 3.26% |
$133K - $147K
|
72.2K
$5.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.27K+ 62.71% |
$132K - $147K
|
5.9K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 2.3% |
$132K - $146K
|
101K
$7.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2.21K+ 5.21% |
$129K - $143K
|
44.7K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.16K+ 31.23% |
$126K - $140K
|
9.09K
$645K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.16K+ 20.98% |
$126K - $139K
|
12.4K
$882K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.15K+ 21.77% |
$125K - $138K
|
12K
$851K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.14K+ 97.67% |
$125K - $138K
|
4.33K
$307K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.1K+ 4.82% |
$122K - $135K
|
45.6K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.09K+ 4.56% |
$122K - $135K
|
48K
$3.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.04K+ 81.35% |
$119K - $132K
|
4.55K
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2KNew |
$117K - $129K
|
2K
$142K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.98K+ 30.8% |
$115K - $128K
|
8.4K
$596K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.96K+ 1.07% |
$114K - $127K
|
185K
$13.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 12.38% |
$113K - $125K
|
17.7K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.91K+ 2.06% |
$111K - $123K
|
94.6K
$6.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.89K+ 8.03% |
$110K - $122K
|
25.4K
$1.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.88K+ 12.94% |
$110K - $121K
|
16.4K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.88K+ 13.77% |
$109K - $121K
|
15.5K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.85K+ 2.93% |
$108K - $119K
|
64.9K
$4.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.76K+ 10.58% |
$103K - $114K
|
18.4K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.76K+ 52.62% |
$102K - $113K
|
5.09K
$361K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.73K+ 55.03% |
$101K - $111K
|
4.87K
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.73K+ 16.88% |
$101K - $111K
|
12K
$848K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.73K+ 3.33% |
$100K - $111K
|
53.5K
$3.8M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.65K+ 21.11% |
$96.2K - $107K
|
9.48K
$672K
|