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 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.8K+ 399.29% |
$1.26M - $1.4M
|
26K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
20.1K+ 90.7% |
$1.22M - $1.36M
|
42.2K
$2.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
20K+ 22.74% |
$1.22M - $1.35M
|
108K
$7.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
19.8K+ 3.41% |
$1.2M - $1.34M
|
601K
$42.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.8K+ 19.38% |
$1.2M - $1.34M
|
122K
$8.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 50.8% |
$1.2M - $1.33M
|
58.6K
$4.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19.7K+ 29.21% |
$1.2M - $1.33M
|
87.1K
$6.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
19.2K+ 22.99% |
$1.17M - $1.29M
|
103K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19.1K+ 39.21% |
$1.16M - $1.29M
|
67.7K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.1K+ 87.39% |
$1.16M - $1.29M
|
40.9K
$2.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
19.1K+ 5.65% |
$1.16M - $1.29M
|
357K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.8K+ 7.19% |
$1.14M - $1.27M
|
280K
$19.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
BUY
|
- |
18.8K+ 2.17% |
$1.14M - $1.27M
|
883K
$61.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$1.11M - $1.23M
|
18.3K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
17.9K+ 6.71% |
$1.09M - $1.21M
|
285K
$20M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
17.7KNew |
$1.08M - $1.19M
|
17.7K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
17.2K+ 14.15% |
$1.05M - $1.16M
|
139K
$9.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
16.7K+ 10.68% |
$1.01M - $1.12M
|
173K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16.3K+ 12.24% |
$995K - $1.1M
|
150K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
16.2KNew |
$983K - $1.09M
|
16.2K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
16K+ 13.38% |
$976K - $1.08M
|
136K
$9.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.9K+ 7.18% |
$968K - $1.07M
|
237K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.9KNew |
$968K - $1.07M
|
15.9K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
15.5K+ 25.78% |
$943K - $1.05M
|
75.6K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.1K+ 28.71% |
$921K - $1.02M
|
67.8K
$4.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15K+ 10.39% |
$914K - $1.01M
|
160K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
14.8K+ 3.39% |
$901K - $1M
|
452K
$31.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.8K+ 4.43% |
$900K - $999K
|
349K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
14.6K+ 358.81% |
$891K - $989K
|
18.7K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 14.06% |
$862K - $956K
|
115K
$8.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.2K+ 29.04% |
$861K - $955K
|
62.9K
$4.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
14.1K+ 25.42% |
$856K - $949K
|
69.4K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
14K+ 1.51% |
$855K - $948K
|
944K
$66.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
13.9K+ 6.68% |
$846K - $939K
|
222K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.9K+ 19.37% |
$845K - $937K
|
85.6K
$6M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 3.14% |
$844K - $937K
|
456K
$32M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
13.8K+ 1.03% |
$842K - $934K
|
1.36M
$95.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
13.8K+ 85.19% |
$840K - $932K
|
30K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 20.73% |
$838K - $929K
|
80.2K
$5.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
13.5K+ 2.71% |
$824K - $914K
|
513K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
13.3K+ 9.37% |
$811K - $900K
|
156K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
13.3K+ 1.88% |
$810K - $899K
|
721K
$50.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 69.11% |
$796K - $883K
|
32K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.6K+ 1.28% |
$769K - $853K
|
997K
$69.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.6KNew |
$767K - $851K
|
12.6K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
12.5K+ 7.03% |
$763K - $846K
|
191K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.3K+ 3.33% |
$751K - $833K
|
382K
$26.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.2K+ 40.05% |
$742K - $824K
|
42.7K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.2K+ 9.14% |
$742K - $823K
|
146K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2K+ 66.03% |
$740K - $821K
|
30.6K
$2.14M
|