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 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
44.9K+ 10.72% |
$2.25M - $2.42M
|
464K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
44.6K+ 32.38% |
$2.24M - $2.4M
|
182K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
44.3K+ 56.27% |
$2.22M - $2.39M
|
123K
$8.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
43.6K+ 8.59% |
$2.19M - $2.35M
|
552K
$39M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
42.2K+ 151.49% |
$2.12M - $2.27M
|
70.1K
$4.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
41.9K+ 1.1% |
$2.1M - $2.25M
|
3.85M
$272M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 4.82% |
$2.09M - $2.24M
|
905K
$64M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41.4K+ 43.89% |
$2.07M - $2.23M
|
136K
$9.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
41.2K+ 13.8% |
$2.06M - $2.22M
|
340K
$24M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.8K+ 15.83% |
$2.04M - $2.19M
|
298K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
40.7K+ 95.27% |
$2.04M - $2.19M
|
83.4K
$5.89M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40K+ 221.16% |
$2M - $2.15M
|
58K
$4.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39.2K+ 40.86% |
$1.96M - $2.11M
|
135K
$9.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38.8K+ 23.59% |
$1.94M - $2.09M
|
203K
$14.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
38.6K+ 55.08% |
$1.93M - $2.08M
|
109K
$7.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
38.4KNew |
$1.92M - $2.07M
|
38.4K
$2.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
37.6K+ 4.14% |
$1.88M - $2.02M
|
945K
$66.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.1K+ 114.57% |
$1.81M - $1.94M
|
67.7K
$4.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
35.3K+ 22.54% |
$1.77M - $1.9M
|
192K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
35.2KNew |
$1.76M - $1.89M
|
35.2K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.8K+ 243.48% |
$1.74M - $1.87M
|
49.1K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
34.8K+ 61.95% |
$1.74M - $1.87M
|
90.8K
$6.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.4K+ 10.53% |
$1.72M - $1.85M
|
361K
$25.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.3K+ 19.01% |
$1.72M - $1.85M
|
215K
$15.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34.1K+ 2.19% |
$1.71M - $1.83M
|
1.59M
$112M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33.1K+ 64.4% |
$1.66M - $1.78M
|
84.4K
$5.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32.6K+ 40.44% |
$1.63M - $1.75M
|
113K
$7.99M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
32K+ 23.62% |
$1.6M - $1.72M
|
167K
$11.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31.7K+ 203.83% |
$1.59M - $1.71M
|
47.3K
$3.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 3.42% |
$1.59M - $1.71M
|
959K
$67.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
31.6K+ 8.44% |
$1.58M - $1.7M
|
407K
$28.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
30.6K+ 20.88% |
$1.53M - $1.65M
|
177K
$12.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
28.8K+ 4.31% |
$1.44M - $1.55M
|
697K
$49.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.8K+ 37.66% |
$1.44M - $1.55M
|
105K
$7.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.7KNew |
$1.44M - $1.54M
|
28.7K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.2K+ 10.65% |
$1.41M - $1.51M
|
292K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.6K+ 234.29% |
$1.38M - $1.48M
|
39.4K
$2.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
27.4K+ 20.85% |
$1.37M - $1.48M
|
159K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
27.3K+ 396.23% |
$1.37M - $1.47M
|
34.3K
$2.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
26.9KNew |
$1.35M - $1.45M
|
26.9K
$1.9M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
26.2K+ 6.11% |
$1.31M - $1.41M
|
456K
$32.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 4.2% |
$1.27M - $1.37M
|
632K
$44.6M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.2K+ 12.09% |
$1.26M - $1.36M
|
234K
$16.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
24.9K+ 270.62% |
$1.25M - $1.34M
|
34.1K
$2.41M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
23.2KNew |
$1.16M - $1.25M
|
23.2K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.9KNew |
$1.15M - $1.23M
|
22.9K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
21.7K+ 14.01% |
$1.09M - $1.17M
|
176K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21K+ 37.82% |
$1.05M - $1.13M
|
76.5K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21K+ 8.62% |
$1.05M - $1.13M
|
265K
$18.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
21K+ 15.8% |
$1.05M - $1.13M
|
154K
$10.9M
|