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
|
Redwood Financial Network Corp
|
BUY
|
- |
1.36K+ 6.66% |
$65.6K - $76.2K
|
21.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.35K+ 16.93% |
$65.1K - $75.6K
|
9.31K
$661K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.31K+ 8.45% |
$63.4K - $73.6K
|
16.8K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.29K+ 16.57% |
$62.3K - $72.4K
|
9.08K
$645K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.27K+ 19.66% |
$61.5K - $71.4K
|
7.75K
$550K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 9.41% |
$59.8K - $69.4K
|
14.4K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.23K+ 7.06% |
$59.2K - $68.7K
|
18.6K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.21K+ 20.63% |
$58.3K - $67.7K
|
7.06K
$501K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.16K+ 7.92% |
$56K - $65K
|
15.8K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 1.3% |
$55.6K - $64.6K
|
90K
$6.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.11K+ 11.1% |
$53.7K - $62.4K
|
11.1K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.11K+ 4.41% |
$53.6K - $62.2K
|
26.3K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$51.4K - $59.7K
|
1.07K
$75.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.05K+ 10.5% |
$50.7K - $58.9K
|
11.1K
$784K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.05K+ 3.78% |
$50.6K - $58.7K
|
28.8K
$2.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 6.0% |
$50K - $58K
|
18.3K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.01K+ 5.69% |
$49K - $56.9K
|
18.9K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
980+ 19.27% |
$47.3K - $55K
|
6.07K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
956+ 5.36% |
$46.2K - $53.6K
|
18.8K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
939+ 10.48% |
$45.3K - $52.7K
|
9.9K
$702K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
931+ 9.33% |
$45K - $52.2K
|
10.9K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
900+ 18.0% |
$43.5K - $50.5K
|
5.9K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
888New |
$42.9K - $49.8K
|
888
$63K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
818+ 17.54% |
$39.5K - $45.9K
|
5.48K
$389K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
801+ 81.49% |
$38.7K - $44.9K
|
1.78K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
776+ 5.77% |
$37.5K - $43.5K
|
14.2K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
765New |
$36.9K - $42.9K
|
765
$54.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
757New |
$36.6K - $42.5K
|
757
$53.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
752+ 2.16% |
$36.3K - $42.2K
|
35.5K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
738+ 5.43% |
$35.6K - $41.4K
|
14.3K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
704+ 2.84% |
$34K - $39.5K
|
25.5K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
691+ 17.86% |
$33.4K - $38.8K
|
4.56K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
665+ 0.88% |
$32.1K - $37.3K
|
76K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
650+ 162.5% |
$31.4K - $36.5K
|
1.05K
$74.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
639+ 5.45% |
$30.9K - $35.8K
|
12.4K
$877K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
634New |
$30.6K - $35.6K
|
634
$45K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
626+ 20.3% |
$30.2K - $35.1K
|
3.71K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
623+ 127.4% |
$30.1K - $34.9K
|
1.11K
$78.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
615+ 2.44% |
$29.7K - $34.5K
|
25.9K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
614+ 5.64% |
$29.7K - $34.4K
|
11.5K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
586+ 6.44% |
$28.3K - $32.9K
|
9.68K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
575+ 1.3% |
$27.8K - $32.2K
|
44.9K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
563New |
$27.2K - $31.6K
|
563
$40K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
556+ 0.3% |
$26.8K - $31.2K
|
183K
$13M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
541+ 0.67% |
$26.1K - $30.3K
|
81.4K
$5.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500New |
$24.1K - $28K
|
500
$35.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
496+ 416.81% |
$24K - $27.8K
|
615
$43.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
492+ 27.77% |
$23.8K - $27.6K
|
2.26K
$161K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
489+ 0.96% |
$23.6K - $27.4K
|
51.2K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
481+ 0.74% |
$23.2K - $27K
|
65.6K
$4.65M
|