Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.2M+ 372965.28% |
$804M - $892M
|
13.2M
$926M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.37M+ 14.92% |
$388M - $430M
|
49.1M
$3.44B
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.36M+ 99.28% |
$326M - $362M
|
10.8M
$754M
|
|
|
Oct 24, 2024
Q3 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
4.59M+ 154.38% |
$279M - $310M
|
7.56M
$529M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.5M+ 10.9% |
$213M - $236M
|
35.6M
$2.5B
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.55M+ 50.07% |
$155M - $172M
|
7.64M
$535M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.76M+ 534.75% |
$107M - $119M
|
2.09M
$147M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.53M+ 908.27% |
$92.9M - $103M
|
1.7M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
1.2MNew |
$72.8M - $80.8M
|
1.2M
$83.8M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.1M+ 32.41% |
$66.9M - $74.2M
|
4.49M
$315M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 9.8% |
$61.3M - $68M
|
11.3M
$791M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
916K+ 3.2% |
$55.7M - $61.8M
|
29.5M
$2.07B
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
722K+ 574.69% |
$43.9M - $48.7M
|
847K
$59.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
621K+ 168.82% |
$37.8M - $41.9M
|
988K
$69.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
548K+ 8.22% |
$33.3M - $37M
|
7.21M
$505M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
482K+ 61.55% |
$29.3M - $32.5M
|
1.26M
$88.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
466K+ 339.08% |
$28.4M - $31.5M
|
604K
$42.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
451K+ 14.64% |
$27.4M - $30.5M
|
3.53M
$247M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
433K+ 444.64% |
$26.3M - $29.2M
|
530K
$37.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
398KNew |
$24.2M - $26.9M
|
398K
$27.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
377K+ 13.32% |
$22.9M - $25.4M
|
3.21M
$225M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
362K+ 59.38% |
$22M - $24.4M
|
971K
$68M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
334KNew |
$20.3M - $22.6M
|
334K
$23.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
334K+ 72.1% |
$20.3M - $22.6M
|
798K
$55.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
317KNew |
$19.3M - $21.4M
|
317K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
300KNew |
$18.2M - $20.2M
|
300K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
293K+ 4.77% |
$17.8M - $19.8M
|
6.43M
$450M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
291K+ 2072.48% |
$17.7M - $19.6M
|
305K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
288K+ 14.87% |
$17.5M - $19.4M
|
2.22M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
263K+ 7.2% |
$16M - $17.8M
|
3.92M
$274M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
261K+ 136.67% |
$15.9M - $17.6M
|
452K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
259K+ 476.08% |
$15.8M - $17.5M
|
313K
$22M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
240KNew |
$14.6M - $16.2M
|
240K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
238K+ 3.15% |
$14.5M - $16.1M
|
7.8M
$546M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
236KNew |
$14.4M - $15.9M
|
236K
$16.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
175K+ 8.48% |
$10.7M - $11.8M
|
2.24M
$157M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
166KNew |
$10.1M - $11.2M
|
166K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
163K+ 52.01% |
$9.94M - $11M
|
478K
$33.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
155K+ 444.91% |
$9.45M - $10.5M
|
190K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
155KNew |
$9.41M - $10.4M
|
155K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
153KNew |
$9.34M - $10.4M
|
153K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
146K+ 12.92% |
$8.91M - $9.88M
|
1.28M
$89.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
146K+ 38.26% |
$8.89M - $9.87M
|
528K
$37M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
137K+ 42.63% |
$8.31M - $9.22M
|
457K
$32M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
134K+ 11.75% |
$8.17M - $9.07M
|
1.28M
$89.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
132K+ 453.29% |
$8.05M - $8.93M
|
162K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
131K+ 8.66% |
$7.99M - $8.87M
|
1.65M
$116M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
131K+ 31.79% |
$7.97M - $8.85M
|
543K
$38.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
126K+ 29.26% |
$7.69M - $8.53M
|
558K
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
124K+ 13.56% |
$7.53M - $8.35M
|
1.04M
$72.6M
|