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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.4K+ 14.85% |
$571K - $614K
|
88.2K
$6.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11.4K+ 15.38% |
$571K - $613K
|
85.5K
$5.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11K+ 23.56% |
$553K - $594K
|
57.9K
$4.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
BUY
|
- |
11KNew |
$551K - $592K
|
11K
$771K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.8KNew |
$539K - $579K
|
10.8K
$754K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.7K+ 6.98% |
$534K - $573K
|
163K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.6KNew |
$528K - $568K
|
10.6K
$739K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$521K - $560K
|
10.4K
$729K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
10.3K+ 53.73% |
$517K - $556K
|
29.6K
$2.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$505K - $542K
|
10.1K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.17K+ 7.96% |
$459K - $493K
|
124K
$8.71M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.12K+ 48.03% |
$457K - $491K
|
28.1K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.08K+ 529.45% |
$455K - $489K
|
10.8K
$756K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.97K+ 23.25% |
$449K - $483K
|
47.5K
$3.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
8.96KNew |
$449K - $482K
|
8.96K
$628K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.25K+ 5.15% |
$413K - $444K
|
168K
$11.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.19K+ 52.81% |
$410K - $441K
|
23.7K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.06K+ 2996.65% |
$404K - $434K
|
8.33K
$584K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.96K+ 27.36% |
$399K - $429K
|
37.1K
$2.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.94KNew |
$398K - $427K
|
7.94K
$556K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
7.92K+ 31.85% |
$397K - $426K
|
32.8K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.8K+ 7.22% |
$391K - $420K
|
116K
$8.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.79KNew |
$390K - $419K
|
7.79K
$545K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.77K+ 144.44% |
$389K - $418K
|
13.2K
$921K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.44K+ 23.55% |
$373K - $400K
|
39K
$2.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.36K+ 77.88% |
$369K - $396K
|
16.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.27KNew |
$364K - $391K
|
7.27K
$509K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.25K+ 1450.6% |
$363K - $390K
|
7.75K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.25KNew |
$363K - $390K
|
7.25K
$508K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 25.1% |
$345K - $371K
|
34.3K
$2.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.6K+ 119.59% |
$330K - $355K
|
12.1K
$849K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.59KNew |
$330K - $355K
|
6.59K
$462K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.58K+ 13.03% |
$330K - $354K
|
57.1K
$4M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.57K+ 51.96% |
$329K - $354K
|
19.2K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.55K+ 1621.53% |
$328K - $353K
|
6.96K
$487K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
6.49K+ 4.82% |
$325K - $349K
|
141K
$9.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.49KNew |
$325K - $349K
|
6.49K
$454K
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
6.24KNew |
$312K - $336K
|
6.24K
$437K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.14K+ 8.82% |
$307K - $330K
|
75.8K
$5.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5.99K+ 3.51% |
$300K - $322K
|
177K
$12.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
5.92K+ 12.67% |
$296K - $318K
|
52.6K
$3.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.67KNew |
$284K - $305K
|
5.67K
$397K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.52K+ 114.81% |
$276K - $297K
|
10.3K
$723K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.52K+ 1.17% |
$276K - $297K
|
478K
$33.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
5.46K+ 3.55% |
$274K - $294K
|
159K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.43K+ 120.19% |
$272K - $292K
|
9.95K
$697K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.35K+ 16.41% |
$268K - $288K
|
37.9K
$2.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.24K+ 0.65% |
$262K - $282K
|
815K
$57.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.13K+ 9.5% |
$257K - $276K
|
59.1K
$4.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.07K+ 3.39% |
$254K - $273K
|
155K
$10.8M
|