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 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
443+ 10.28% |
$27K - $29.9K
|
4.75K
$333K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
431+ 2.7% |
$26.2K - $29.1K
|
16.4K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
430+ 11.98% |
$26.2K - $29K
|
4.02K
$282K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
425+ 1.05% |
$25.9K - $28.7K
|
40.8K
$2.86M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
421+ 4.37% |
$25.6K - $28.4K
|
10K
$704K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
403+ 10.52% |
$24.5K - $27.2K
|
4.23K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
398+ 4.78% |
$24.2K - $26.9K
|
8.72K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
396+ 35.26% |
$24.1K - $26.7K
|
1.52K
$106K
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
387+ 2.58% |
$23.5K - $26.1K
|
15.4K
$1.08M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
378+ 3.55% |
$23K - $25.5K
|
11K
$771K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
361+ 0.23% |
$22K - $24.4K
|
159K
$11.2M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
357+ 6.45% |
$21.7K - $24.1K
|
5.89K
$413K
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
352+ 3.49% |
$21.4K - $23.8K
|
10.5K
$732K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
351+ 1.41% |
$21.4K - $23.7K
|
25.3K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
327+ 0.23% |
$19.9K - $22.1K
|
142K
$9.93M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
327New |
$19.9K - $22.1K
|
327
$22.9K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
327+ 0.34% |
$19.9K - $22.1K
|
97.5K
$6.83M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
296+ 0.06% |
$18K - $20K
|
465K
$32.6M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
280+ 44.3% |
$17K - $18.9K
|
912
$63.9K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
258+ 0.7% |
$15.7K - $17.4K
|
36.9K
$2.58M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
254+ 1.24% |
$15.5K - $17.1K
|
20.8K
$1.45M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
242New |
$14.7K - $16.3K
|
242
$17K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
239+ 2.45% |
$14.5K - $16.1K
|
10K
$700K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
237+ 5.91% |
$14.4K - $16K
|
4.25K
$298K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
236+ 2.02% |
$14.4K - $15.9K
|
11.9K
$835K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
229+ 1.91% |
$13.9K - $15.5K
|
12.2K
$854K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
223+ 10.89% |
$13.6K - $15.1K
|
2.27K
$159K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
222+ 4.04% |
$13.5K - $15K
|
5.72K
$401K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
211New |
$12.8K - $14.2K
|
211
$14.8K
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
204+ 1.75% |
$12.4K - $13.8K
|
11.8K
$830K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
204+ 1.93% |
$12.4K - $13.8K
|
10.8K
$753K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
194+ 1.27% |
$11.8K - $13.1K
|
15.5K
$1.09M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
193+ 2.09% |
$11.7K - $13K
|
9.44K
$661K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
187+ 0.64% |
$11.4K - $12.6K
|
29.4K
$2.06M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
175+ 4.9% |
$10.6K - $11.8K
|
3.75K
$262K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
170+ 0.71% |
$10.3K - $11.5K
|
24.2K
$1.7M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
158+ 0.51% |
$9.61K - $10.7K
|
30.9K
$2.16M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
155+ 1.8% |
$9.43K - $10.5K
|
8.79K
$616K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
152+ 1.59% |
$9.25K - $10.3K
|
9.69K
$679K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
148New |
$9K - $9.99K
|
148
$10.4K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
148+ 45.68% |
$9K - $9.99K
|
472
$33.1K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
147+ 3.03% |
$8.94K - $9.92K
|
5.01K
$351K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
143New |
$8.7K - $9.65K
|
143
$10K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
141New |
$8.58K - $9.52K
|
141
$9.88K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
141New |
$8.58K - $9.52K
|
141
$9.88K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
140+ 2.88% |
$8.52K - $9.45K
|
5.01K
$351K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
133New |
$8.09K - $8.98K
|
133
$9.32K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
122+ 3.48% |
$7.42K - $8.24K
|
3.63K
$254K
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
117+ 0.87% |
$7.12K - $7.9K
|
13.6K
$951K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
116New |
$7.06K - $7.83K
|
116
$8.13K
|