Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.61M+ 20.22% |
$223M - $259M
|
27.4M
$1.95B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.08M+ 94.35% |
$197M - $229M
|
8.41M
$596M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.98M+ 200.63% |
$192M - $223M
|
5.96M
$423M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.62M+ 50.12% |
$126M - $147M
|
7.85M
$557M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.54M+ 70.93% |
$123M - $142M
|
6.12M
$434M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.3M+ 1777.1% |
$111M - $129M
|
2.43M
$173M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.19M+ 10116.21% |
$106M - $123M
|
2.22M
$157M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.98MNew |
$95.7M - $111M
|
1.98M
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.88M+ 31.26% |
$91M - $106M
|
7.91M
$561M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57M+ 15.58% |
$75.6M - $87.8M
|
11.6M
$824M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.51MNew |
$72.9M - $84.7M
|
1.51M
$107M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.45M+ 32.44% |
$70M - $81.3M
|
5.92M
$420M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.41MNew |
$68.2M - $79.2M
|
1.41M
$100M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.13MNew |
$54.4M - $63.2M
|
1.13M
$80M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1M+ 67.42% |
$53.1M - $61.7M
|
2.73M
$194M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.02M+ 312.07% |
$49.5M - $57.5M
|
1.35M
$96M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
951KNew |
$45.9M - $53.3M
|
951K
$67.4M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
898K+ 1547.34% |
$43.4M - $50.4M
|
956K
$67.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
760K+ 96.99% |
$36.7M - $42.6M
|
1.54M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
746K+ 124.48% |
$36M - $41.8M
|
1.34M
$95.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
695K+ 152.41% |
$33.6M - $39M
|
1.15M
$81.7M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
691KNew |
$33.4M - $38.7M
|
691K
$49M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
691KNew |
$33.3M - $38.7M
|
691K
$49M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
690KNew |
$33.3M - $38.7M
|
690K
$48.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
676KNew |
$32.7M - $37.9M
|
676K
$48M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
651KNew |
$31.5M - $36.5M
|
651K
$46.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
544KNew |
$26.3M - $30.5M
|
544K
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
512K+ 7.02% |
$24.7M - $28.7M
|
7.8M
$553M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
496KNew |
$24M - $27.8M
|
496K
$35.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
484K+ 445.17% |
$23.4M - $27.2M
|
593K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
468K+ 1.8% |
$22.6M - $26.2M
|
26.5M
$1.88B
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
465KNew |
$22.5M - $26.1M
|
465K
$33M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
459KNew |
$22.2M - $25.7M
|
459K
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
447K+ 25.18% |
$21.6M - $25.1M
|
2.22M
$158M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
379K+ 19.06% |
$18.3M - $21.3M
|
2.37M
$168M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
378K+ 10.01% |
$18.2M - $21.2M
|
4.15M
$295M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
375K+ 94.55% |
$18.1M - $21M
|
771K
$54.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
375K+ 35.62% |
$18.1M - $21M
|
1.43M
$101M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
362K+ 9.4% |
$17.5M - $20.3M
|
4.21M
$299M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
358K+ 105.67% |
$17.3M - $20.1M
|
697K
$49.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
348K+ 30.34% |
$16.8M - $19.5M
|
1.49M
$106M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
346K+ 27.26% |
$16.7M - $19.4M
|
1.61M
$114M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
340KNew |
$16.4M - $19.1M
|
340K
$24.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
340KNew |
$16.4M - $19.1M
|
340K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
335K+ 40.03% |
$16.2M - $18.8M
|
1.17M
$83.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
334K+ 15.6% |
$16.1M - $18.7M
|
2.48M
$176M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
329KNew |
$15.9M - $18.4M
|
329K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
304K+ 30.24% |
$14.7M - $17M
|
1.31M
$92.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
297KNew |
$14.4M - $16.7M
|
297K
$21.1M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
283KNew |
$13.6M - $15.8M
|
283K
$20M
|