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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
149K+ 56.77% |
$7.47M - $8.02M
|
412K
$28.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
149K+ 82.83% |
$7.45M - $8.01M
|
328K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
136KNew |
$6.82M - $7.33M
|
136K
$9.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
130K+ 77.52% |
$6.51M - $7M
|
298K
$20.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
123K+ 7.31% |
$6.14M - $6.6M
|
1.8M
$126M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
121K+ 1462.9% |
$6.08M - $6.53M
|
130K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 11.58% |
$5.95M - $6.4M
|
1.15M
$80.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 9.0% |
$5.68M - $6.11M
|
1.37M
$96.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
113K+ 32875.8% |
$5.65M - $6.07M
|
113K
$7.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
109K+ 24.04% |
$5.47M - $5.87M
|
563K
$39.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
107KNew |
$5.34M - $5.73M
|
107K
$7.47M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
102K+ 49.29% |
$5.1M - $5.48M
|
308K
$21.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
99KNew |
$4.96M - $5.33M
|
99K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
94.3K+ 141.59% |
$4.72M - $5.07M
|
161K
$11.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
93.6KNew |
$4.69M - $5.04M
|
93.6K
$6.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
92.3K+ 10.1% |
$4.62M - $4.97M
|
1.01M
$70.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
86.5K+ 3.23% |
$4.33M - $4.66M
|
2.77M
$194M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
84.6K+ 59.78% |
$4.24M - $4.55M
|
226K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.1K+ 4.29% |
$4.21M - $4.52M
|
2.04M
$143M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
82.7K+ 28.49% |
$4.14M - $4.45M
|
373K
$26.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
79.6K+ 49.19% |
$3.99M - $4.28M
|
241K
$16.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
73.9K+ 33.59% |
$3.7M - $3.98M
|
294K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72.2K+ 192.86% |
$3.62M - $3.88M
|
110K
$7.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
72.1K+ 26.22% |
$3.61M - $3.88M
|
347K
$24.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
69.1K+ 28.41% |
$3.46M - $3.72M
|
312K
$21.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
68.4K+ 11.07% |
$3.43M - $3.68M
|
686K
$48.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
66.9K+ 10.46% |
$3.35M - $3.6M
|
707K
$49.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.2K+ 1.55% |
$3.32M - $3.56M
|
4.32M
$303M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
66K+ 14.78% |
$3.31M - $3.55M
|
513K
$35.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
62.8K+ 18.78% |
$3.15M - $3.38M
|
397K
$27.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
61.4KNew |
$3.07M - $3.3M
|
61.4K
$4.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
61.3K+ 22.19% |
$3.07M - $3.3M
|
337K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
60.9KNew |
$3.05M - $3.28M
|
60.9K
$4.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
60.1K+ 17.38% |
$3.01M - $3.24M
|
406K
$28.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
59.5KNew |
$2.98M - $3.2M
|
59.5K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
59.3K+ 20.32% |
$2.97M - $3.19M
|
351K
$24.6M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
58.8K+ 19.64% |
$2.95M - $3.17M
|
358K
$25.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
56.6KNew |
$2.83M - $3.04M
|
56.6K
$3.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
55.8K+ 19.35% |
$2.8M - $3M
|
344K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
54.8K+ 56.15% |
$2.74M - $2.95M
|
152K
$10.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
54.1K+ 21.82% |
$2.71M - $2.91M
|
302K
$21.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
53.4K+ 2.24% |
$2.67M - $2.87M
|
2.44M
$171M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
51.9K+ 22.47% |
$2.6M - $2.79M
|
283K
$19.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
50.9K+ 11.14% |
$2.55M - $2.74M
|
508K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.9K+ 38.48% |
$2.5M - $2.69M
|
180K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49.4KNew |
$2.48M - $2.66M
|
49.4K
$3.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48.8K+ 18.86% |
$2.45M - $2.63M
|
308K
$21.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
48.4K+ 719.28% |
$2.42M - $2.6M
|
55.1K
$3.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
48.2K+ 170.23% |
$2.42M - $2.6M
|
76.6K
$5.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.7K+ 18.68% |
$2.39M - $2.57M
|
303K
$21.2M
|