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 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.91K+ 7.66% |
$238K - $264K
|
55K
$3.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3.9K+ 19.9% |
$237K - $263K
|
23.5K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.9K+ 4.76% |
$237K - $263K
|
85.8K
$6.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.89K+ 13.26% |
$237K - $263K
|
33.2K
$2.33M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.83K+ 126.39% |
$233K - $259K
|
6.86K
$481K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81K+ 2.73% |
$232K - $257K
|
144K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8KNew |
$231K - $257K
|
3.8K
$266K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.77K+ 50.92% |
$230K - $255K
|
11.2K
$784K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
3.75KNew |
$228K - $253K
|
3.75K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.74KNew |
$227K - $252K
|
3.74K
$262K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$225K - $250K
|
3.7K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.68K+ 60.94% |
$224K - $248K
|
9.71K
$680K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 2.22% |
$223K - $248K
|
169K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.66K+ 5.64% |
$222K - $247K
|
68.5K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.63K+ 25.52% |
$221K - $245K
|
17.9K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.58KNew |
$218K - $242K
|
3.58K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.53KNew |
$215K - $238K
|
3.53K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.48KNew |
$212K - $235K
|
3.48K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.45KNew |
$210K - $233K
|
3.45K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.4KNew |
$207K - $229K
|
3.4K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 7.42% |
$206K - $228K
|
49K
$3.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.37KNew |
$205K - $228K
|
3.37K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.37K+ 11.13% |
$205K - $228K
|
33.7K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.33K+ 20.75% |
$203K - $225K
|
19.4K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.31KNew |
$201K - $223K
|
3.31K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.3K+ 23.38% |
$201K - $223K
|
17.4K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29KNew |
$200K - $222K
|
3.29K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.26K+ 75.28% |
$198K - $220K
|
7.59K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 6.08% |
$196K - $217K
|
56.2K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
3.1KNew |
$188K - $209K
|
3.1K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.09KNew |
$188K - $209K
|
3.09K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.04KNew |
$185K - $205K
|
3.04K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 5.96% |
$184K - $205K
|
53.8K
$3.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.02KNew |
$184K - $204K
|
3.02K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.01KNew |
$183K - $203K
|
3.01K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$183K - $203K
|
3K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3K+ 120.0% |
$183K - $203K
|
5.5K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$181K - $200K
|
2.97K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.97KNew |
$181K - $200K
|
2.97K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.91K+ 0.38% |
$177K - $196K
|
759K
$53.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.9K+ 4.33% |
$177K - $196K
|
70K
$4.91M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 59.67% |
$173K - $192K
|
7.62K
$534K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.84K+ 26.99% |
$173K - $192K
|
13.4K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.84KNew |
$173K - $192K
|
2.84K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.82K+ 0.52% |
$172K - $190K
|
548K
$38.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.82K+ 32.27% |
$171K - $190K
|
11.6K
$809K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.76K+ 3.83% |
$168K - $187K
|
75K
$5.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.71K+ 2.34% |
$165K - $183K
|
119K
$8.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.58K+ 2.82% |
$157K - $174K
|
94.3K
$6.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.57K+ 0.96% |
$157K - $174K
|
269K
$18.9M
|