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 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
50.1K+ 48.76% |
$3.05M - $3.38M
|
153K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
50K+ 62.44% |
$3.04M - $3.38M
|
130K
$9.12M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48.6KNew |
$2.96M - $3.28M
|
48.6K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
47.5KNew |
$2.89M - $3.21M
|
47.5K
$3.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
46.3K+ 7.52% |
$2.82M - $3.13M
|
663K
$46.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
44.6K+ 2.74% |
$2.71M - $3.01M
|
1.67M
$117M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
43.8KNew |
$2.67M - $2.96M
|
43.8K
$3.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
43.5K+ 6.85% |
$2.65M - $2.94M
|
680K
$47.6M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
43.5KNew |
$2.64M - $2.93M
|
43.5K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
42.4K+ 47.58% |
$2.58M - $2.87M
|
132K
$9.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
42.3K+ 12.39% |
$2.57M - $2.85M
|
383K
$26.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.5K+ 93.5% |
$2.46M - $2.73M
|
83.7K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
40.5K+ 4.8% |
$2.46M - $2.73M
|
884K
$61.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
40.4K+ 20.2% |
$2.46M - $2.73M
|
241K
$16.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
40.1KNew |
$2.44M - $2.7M
|
40.1K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39KNew |
$2.37M - $2.63M
|
39K
$2.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
38K+ 9.22% |
$2.31M - $2.57M
|
451K
$31.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
37.8K+ 10.2% |
$2.3M - $2.55M
|
408K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
37.8K+ 6.18% |
$2.3M - $2.55M
|
649K
$45.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
37.3K+ 27.17% |
$2.27M - $2.52M
|
174K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35.8K+ 99.54% |
$2.18M - $2.41M
|
71.7K
$5.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
34.8K+ 99.41% |
$2.12M - $2.35M
|
69.8K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
34.7K+ 9.59% |
$2.11M - $2.34M
|
396K
$27.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
34.6KNew |
$2.11M - $2.34M
|
34.6K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
34.4K+ 106.62% |
$2.09M - $2.32M
|
66.6K
$4.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
34K+ 7.41% |
$2.07M - $2.29M
|
493K
$34.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.8K+ 51.72% |
$1.99M - $2.21M
|
96.1K
$6.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
32.6K+ 48.84% |
$1.98M - $2.2M
|
99.3K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
32.6K+ 271.68% |
$1.98M - $2.2M
|
44.6K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
32.3K+ 115.2% |
$1.96M - $2.18M
|
60.3K
$4.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
31.9K+ 35.4% |
$1.94M - $2.16M
|
122K
$8.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.3K+ 27.55% |
$1.9M - $2.11M
|
145K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
31.1K+ 2.92% |
$1.89M - $2.1M
|
1.1M
$77M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
30.5K+ 51.83% |
$1.85M - $2.06M
|
89.2K
$6.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
30.3KNew |
$1.84M - $2.04M
|
30.3K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
30.3K+ 25.35% |
$1.84M - $2.04M
|
150K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.1K+ 64.42% |
$1.77M - $1.96M
|
74.2K
$5.2M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
28.7K+ 2.46% |
$1.75M - $1.94M
|
1.19M
$83.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27.2K+ 1.67% |
$1.65M - $1.84M
|
1.65M
$116M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26K+ 3.91% |
$1.58M - $1.76M
|
692K
$48.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
24.5K+ 3.41% |
$1.49M - $1.65M
|
743K
$52.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.5K+ 21.92% |
$1.49M - $1.65M
|
136K
$9.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
24.4K+ 120.07% |
$1.48M - $1.64M
|
44.7K
$3.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
24.1K+ 33.49% |
$1.47M - $1.63M
|
96.2K
$6.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.9K+ 57.68% |
$1.39M - $1.55M
|
62.6K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22.9KNew |
$1.39M - $1.55M
|
22.9K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 4.22% |
$1.35M - $1.5M
|
547K
$38.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
21.3K+ 8.51% |
$1.29M - $1.44M
|
271K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
21.1K+ 15.16% |
$1.29M - $1.43M
|
161K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21KNew |
$1.28M - $1.42M
|
21K
$1.47M
|