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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
122K+ 324.51% |
$7.44M - $8.26M
|
160K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
122K+ 99.45% |
$7.41M - $8.22M
|
244K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
119K+ 18.4% |
$7.27M - $8.07M
|
769K
$53.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
110K+ 3003.38% |
$6.7M - $7.43M
|
114K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
106K+ 79.94% |
$6.48M - $7.19M
|
240K
$16.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
106K+ 26654.14% |
$6.47M - $7.18M
|
107K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
105KNew |
$6.36M - $7.06M
|
105K
$7.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
104KNew |
$6.31M - $7M
|
104K
$7.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
103KNew |
$6.3M - $6.99M
|
103K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101K+ 744.33% |
$6.13M - $6.8M
|
114K
$8M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100K+ 21.57% |
$6.1M - $6.76M
|
565K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100K+ 35.37% |
$6.09M - $6.76M
|
383K
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
96.9K+ 2.51% |
$5.9M - $6.54M
|
3.96M
$278M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
95.3K+ 2.85% |
$5.8M - $6.44M
|
3.45M
$241M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
93.6K+ 2.77% |
$5.69M - $6.32M
|
3.47M
$243M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.4K+ 0.98% |
$5.62M - $6.24M
|
9.51M
$666M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
91.7KNew |
$5.58M - $6.19M
|
91.7K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
89.2K+ 1.91% |
$5.43M - $6.02M
|
4.76M
$333M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85.3K+ 2.24% |
$5.19M - $5.76M
|
3.89M
$272M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
84.8K+ 366.65% |
$5.16M - $5.73M
|
108K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.8K+ 3.7% |
$5.16M - $5.72M
|
2.37M
$166M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.4K+ 6.98% |
$5.08M - $5.63M
|
1.28M
$89.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
75.9K+ 264.97% |
$4.62M - $5.13M
|
105K
$7.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
75.9K+ 13.09% |
$4.62M - $5.13M
|
656K
$46M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75.8K+ 2474.84% |
$4.61M - $5.11M
|
78.8K
$5.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75K+ 11.85% |
$4.56M - $5.06M
|
707K
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.9K+ 4.32% |
$4.37M - $4.85M
|
1.74M
$122M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
71.5K+ 234.14% |
$4.35M - $4.83M
|
102K
$7.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.7K+ 5.33% |
$4.3M - $4.78M
|
1.4M
$98M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
69K+ 86.34% |
$4.2M - $4.66M
|
149K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.5K+ 7.24% |
$4.11M - $4.56M
|
1M
$70.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.4K+ 4.55% |
$4.1M - $4.55M
|
1.55M
$109M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.1K+ 7.89% |
$4.08M - $4.53M
|
918K
$64.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
64.8K+ 1.95% |
$3.95M - $4.38M
|
3.4M
$238M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
64.4K+ 3.48% |
$3.92M - $4.35M
|
1.91M
$134M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
63.1K+ 33.14% |
$3.84M - $4.26M
|
254K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
61.6K+ 4.22% |
$3.75M - $4.16M
|
1.52M
$107M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60.5K+ 40.14% |
$3.68M - $4.09M
|
211K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59.6K+ 128.81% |
$3.62M - $4.02M
|
106K
$7.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57.1K+ 9.24% |
$3.48M - $3.86M
|
675K
$47.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
54K+ 48.25% |
$3.29M - $3.65M
|
166K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
53.2K+ 11.97% |
$3.24M - $3.59M
|
497K
$34.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
52.7K+ 17.22% |
$3.21M - $3.56M
|
359K
$25.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
52.7K+ 1.63% |
$3.21M - $3.56M
|
3.29M
$231M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
52.7K+ 13.82% |
$3.2M - $3.56M
|
434K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
52K+ 1120.67% |
$3.16M - $3.51M
|
56.6K
$3.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
51.3K+ 6.25% |
$3.12M - $3.47M
|
873K
$61.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
51.1K+ 399.96% |
$3.11M - $3.45M
|
63.9K
$4.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
51.1K+ 18.99% |
$3.11M - $3.45M
|
320K
$22.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
50.8K+ 2.16% |
$3.09M - $3.43M
|
2.4M
$168M
|