Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.35M+ 30.57% |
$118M - $127M
|
10M
$704M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.24M+ 10.86% |
$112M - $120M
|
22.8M
$1.6B
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.22M+ 44.15% |
$111M - $120M
|
7.26M
$509M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.2M+ 57.44% |
$110M - $118M
|
6.03M
$422M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.73M+ 30398.51% |
$86.6M - $93.1M
|
1.74M
$122M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.13M+ 34.01% |
$56.8M - $61M
|
4.47M
$313M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.09M+ 122.32% |
$54.6M - $58.7M
|
1.98M
$139M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.03M+ 1038.97% |
$51.4M - $55.2M
|
1.12M
$78.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
788K+ 26.39% |
$39.5M - $42.4M
|
3.77M
$264M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
690K+ 2.72% |
$34.6M - $37.1M
|
26.1M
$1.83B
|
|
|
Nov 07, 2023
Q3 2023
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
669KNew |
$33.5M - $36M
|
669K
$46.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
606K+ 805.74% |
$30.4M - $32.6M
|
681K
$47.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
592K+ 68.21% |
$29.6M - $31.8M
|
1.46M
$102M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
508K+ 34.28% |
$25.4M - $27.3M
|
1.99M
$139M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
500K+ 7.36% |
$25M - $26.9M
|
7.29M
$510M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
429K+ 13.25% |
$21.5M - $23.1M
|
3.67M
$257M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
406K+ 29.69% |
$20.3M - $21.9M
|
1.77M
$124M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
378K+ 34.6% |
$19M - $20.4M
|
1.47M
$103M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
373K+ 38.81% |
$18.7M - $20.1M
|
1.33M
$93.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
335KNew |
$16.8M - $18M
|
335K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
297K+ 17.74% |
$14.9M - $16M
|
1.97M
$138M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
285K+ 105.83% |
$14.3M - $15.3M
|
555K
$38.9M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
277K+ 25.83% |
$13.9M - $14.9M
|
1.35M
$94.6M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
270K+ 346.61% |
$13.5M - $14.5M
|
348K
$24.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
265KNew |
$13.3M - $14.3M
|
265K
$18.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
259K+ 130.79% |
$13M - $13.9M
|
456K
$32M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
242K+ 43.39% |
$12.1M - $13M
|
799K
$56M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
235K+ 1067709.12% |
$11.8M - $12.6M
|
235K
$16.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
231K+ 34.48% |
$11.6M - $12.4M
|
902K
$63.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
230K+ 4.1% |
$11.5M - $12.4M
|
5.83M
$408M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
218K+ 15.4% |
$10.9M - $11.7M
|
1.63M
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
217K+ 4189.94% |
$10.8M - $11.7M
|
222K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
215K+ 14.43% |
$10.8M - $11.6M
|
1.71M
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
215K+ 8.04% |
$10.8M - $11.6M
|
2.89M
$203M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
215K+ 6.38% |
$10.8M - $11.6M
|
3.58M
$251M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
211KNew |
$10.6M - $11.3M
|
211K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
205K+ 25.72% |
$10.3M - $11.1M
|
1M
$70.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
205K+ 11.66% |
$10.3M - $11M
|
1.96M
$137M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
198K+ 3386.75% |
$9.91M - $10.6M
|
204K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
192KNew |
$9.63M - $10.4M
|
192K
$13.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
192KNew |
$9.6M - $10.3M
|
192K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
181K+ 15.35% |
$9.05M - $9.72M
|
1.36M
$95.1M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
179KNew |
$8.98M - $9.65M
|
179K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
178KNew |
$8.89M - $9.56M
|
178K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
165K+ 2233.48% |
$8.28M - $8.9M
|
173K
$12.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
165K+ 26.27% |
$8.28M - $8.89M
|
794K
$55.6M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
162K+ 16.29% |
$8.13M - $8.74M
|
1.16M
$81.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161K+ 23.85% |
$8.08M - $8.68M
|
838K
$58.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
151KNew |
$7.56M - $8.13M
|
151K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
150K+ 19.99% |
$7.51M - $8.06M
|
900K
$63M
|