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 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
556+ 0.3% |
$26.8K - $31.2K
|
183K
$12.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
541+ 0.67% |
$26.1K - $30.3K
|
81.4K
$5.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500New |
$24.1K - $28K
|
500
$34.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
496+ 416.81% |
$24K - $27.8K
|
615
$42.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
492+ 27.77% |
$23.8K - $27.6K
|
2.26K
$157K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
489+ 0.96% |
$23.6K - $27.4K
|
51.2K
$3.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
481+ 0.74% |
$23.2K - $27K
|
65.6K
$4.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
476+ 15.65% |
$23K - $26.7K
|
3.52K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
439+ 16.44% |
$21.2K - $24.6K
|
3.11K
$216K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
423+ 1.79% |
$20.4K - $23.7K
|
24K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
421+ 3.7% |
$20.3K - $23.6K
|
11.8K
$817K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
409+ 2.48% |
$19.8K - $22.9K
|
16.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
404+ 3.7% |
$19.5K - $22.7K
|
11.3K
$785K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
401+ 3.1% |
$19.4K - $22.5K
|
13.3K
$924K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
396+ 255.48% |
$19.1K - $22.2K
|
551
$38.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
394New |
$19K - $22.1K
|
394
$27.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
384+ 0.73% |
$18.5K - $21.5K
|
53.2K
$3.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
378+ 0.43% |
$18.3K - $21.2K
|
87.7K
$6.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
377+ 5.62% |
$18.2K - $21.1K
|
7.09K
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
372New |
$18K - $20.9K
|
372
$25.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
365+ 0.61% |
$17.6K - $20.5K
|
60.6K
$4.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
362+ 1.84% |
$17.5K - $20.3K
|
20.1K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
346+ 4.44% |
$16.7K - $19.4K
|
8.13K
$564K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
344+ 1.84% |
$16.6K - $19.3K
|
19K
$1.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
339+ 2.66% |
$16.4K - $19K
|
13.1K
$908K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
330+ 5.23% |
$15.9K - $18.5K
|
6.65K
$461K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
327New |
$15.8K - $18.3K
|
327
$22.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
319+ 8.81% |
$15.4K - $17.9K
|
3.94K
$273K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
310+ 584.91% |
$15K - $17.4K
|
363
$25.2K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
309+ 5.61% |
$14.9K - $17.3K
|
5.82K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
291+ 0.54% |
$14.1K - $16.3K
|
54.2K
$3.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
287+ 0.1% |
$13.9K - $16.1K
|
297K
$20.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
282+ 1.33% |
$13.6K - $15.8K
|
21.4K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
271+ 16.18% |
$13.1K - $15.2K
|
1.95K
$135K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
264+ 0.39% |
$12.7K - $14.8K
|
67.3K
$4.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
256New |
$12.4K - $14.4K
|
256
$17.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
249+ 5.62% |
$12K - $14K
|
4.68K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
243+ 1.57% |
$11.7K - $13.6K
|
15.7K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
242+ 0.67% |
$11.7K - $13.6K
|
36.5K
$2.53M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
241New |
$11.6K - $13.5K
|
241
$16.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
239+ 4.91% |
$11.5K - $13.4K
|
5.11K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
230+ 2.8% |
$11.1K - $12.9K
|
8.44K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
203+ 0.92% |
$9.8K - $11.4K
|
22.3K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
184New |
$8.89K - $10.3K
|
184
$12.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
181New |
$8.74K - $10.2K
|
181
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
177+ 7.0% |
$8.55K - $9.93K
|
2.71K
$188K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
174+ 1.68% |
$8.4K - $9.76K
|
10.5K
$728K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
158+ 46.75% |
$7.63K - $8.86K
|
496
$34.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
151+ 1.14% |
$7.29K - $8.47K
|
13.4K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
146+ 0.25% |
$7.05K - $8.19K
|
59.3K
$4.11M
|