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 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
838+ 0.58% |
$42K - $45.1K
|
144K
$10.1M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
800New |
$40.1K - $43K
|
800
$56K
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
798+ 5.55% |
$40K - $42.9K
|
15.2K
$1.06M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
736+ 57.05% |
$36.9K - $39.6K
|
2.03K
$142K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
719+ 24.78% |
$36K - $38.7K
|
3.62K
$254K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
665+ 1.12% |
$33.3K - $35.8K
|
60.2K
$4.22M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
657+ 8.66% |
$32.9K - $35.4K
|
8.25K
$578K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
652+ 2.43% |
$32.7K - $35.1K
|
27.5K
$1.93M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
648+ 0.77% |
$32.5K - $34.9K
|
84.6K
$5.93M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
620New |
$31.1K - $33.4K
|
620
$43.4K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
620+ 7.05% |
$31.1K - $33.4K
|
9.41K
$659K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
595+ 6.62% |
$29.8K - $32K
|
9.58K
$671K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
589+ 11.25% |
$29.5K - $31.7K
|
5.83K
$408K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
584+ 32.85% |
$29.3K - $31.4K
|
2.36K
$165K
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
562+ 0.4% |
$28.2K - $30.2K
|
143K
$9.98M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
528+ 9.95% |
$26.4K - $28.4K
|
5.84K
$409K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
516+ 6.93% |
$25.8K - $27.8K
|
7.96K
$558K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
507+ 0.04% |
$25.4K - $27.3K
|
1.18M
$82.4M
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
486+ 0.88% |
$24.3K - $26.2K
|
55.5K
$3.89M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
483+ 7.35% |
$24.2K - $26K
|
7.05K
$494K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
468+ 3.81% |
$23.4K - $25.2K
|
12.8K
$894K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
467+ 1.54% |
$23.4K - $25.1K
|
30.7K
$2.15M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
440+ 8.68% |
$22K - $23.7K
|
5.51K
$386K
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
416+ 0.67% |
$20.8K - $22.4K
|
62.6K
$4.38M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
408+ 1.75% |
$20.4K - $22K
|
23.7K
$1.66M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
377+ 1.53% |
$18.9K - $20.3K
|
24.9K
$1.75M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
332+ 8.1% |
$16.6K - $17.9K
|
4.43K
$311K
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
326+ 6.21% |
$16.3K - $17.5K
|
5.58K
$391K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
296+ 5.09% |
$14.8K - $15.9K
|
6.12K
$428K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
278+ 4.6% |
$13.9K - $15K
|
6.32K
$442K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
275+ 0.37% |
$13.8K - $14.8K
|
75.3K
$5.27M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
273+ 0.56% |
$13.7K - $14.7K
|
48.7K
$3.41M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
255New |
$12.8K - $13.7K
|
255
$17.9K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
250+ 100.0% |
$12.5K - $13.5K
|
500
$35K
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
222+ 2.83% |
$11.1K - $11.9K
|
8.07K
$566K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
211+ 0.83% |
$10.6K - $11.4K
|
25.6K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200+ 100.0% |
$10K - $10.8K
|
400
$28K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
173+ 1.27% |
$8.67K - $9.31K
|
13.8K
$970K
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
154+ 0.56% |
$7.71K - $8.29K
|
27.6K
$1.94M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
146+ 0.29% |
$7.31K - $7.86K
|
50.8K
$3.56M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
145+ 0.89% |
$7.26K - $7.8K
|
16.5K
$1.16M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
143+ 0.61% |
$7.16K - $7.69K
|
23.6K
$1.65M
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
138+ 1.37% |
$6.91K - $7.43K
|
10.2K
$714K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 1.08% |
$6.76K - $7.26K
|
12.6K
$882K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
131+ 0.62% |
$6.56K - $7.05K
|
21.2K
$1.48M
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
119New |
$5.96K - $6.4K
|
119
$8.34K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
97+ 2.76% |
$4.86K - $5.22K
|
3.62K
$253K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
92+ 0.6% |
$4.61K - $4.95K
|
15.5K
$1.09M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
81+ 1.18% |
$4.06K - $4.36K
|
6.94K
$486K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
79+ 30.5% |
$3.96K - $4.25K
|
338
$23.7K
|