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 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-114- 1.01% |
$5.51K - $6.39K
|
11.2K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116- 1.48% |
$5.6K - $6.51K
|
7.72K
$504K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-121- 2.12% |
$5.84K - $6.79K
|
5.58K
$365K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-125- 1.86% |
$6.04K - $7.01K
|
6.61K
$432K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-127- 1.24% |
$6.13K - $7.12K
|
10.1K
$659K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-127- 0.74% |
$6.13K - $7.12K
|
17K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-135- 0.4% |
$6.52K - $7.57K
|
33.4K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-160- 12.74% |
$7.73K - $8.97K
|
1.1K
$71.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-170- 2.71% |
$8.21K - $9.53K
|
6.11K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-173- 3.86% |
$8.35K - $9.7K
|
4.31K
$282K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-179- 0.68% |
$8.64K - $10K
|
26.1K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-180- 0.62% |
$8.69K - $10.1K
|
29.1K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-181- 0.98% |
$8.74K - $10.2K
|
18.3K
$1.19M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-198- 8.38% |
$9.56K - $11.1K
|
2.16K
$141K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-213- 2.47% |
$10.3K - $11.9K
|
8.41K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-215- 99.54% |
$10.4K - $12.1K
|
1
$65.4
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-227- 0.31% |
$11K - $12.7K
|
72.7K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-242- 1.97% |
$11.7K - $13.6K
|
12.1K
$788K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-285- 0.79% |
$13.8K - $16K
|
35.7K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-329- 86.81% |
$15.9K - $18.5K
|
50
$3.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-341- 7.6% |
$16.5K - $19.1K
|
4.15K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-348- 0.22% |
$16.8K - $19.5K
|
159K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-356- 6.28% |
$17.2K - $20K
|
5.31K
$347K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-356- 3.8% |
$17.2K - $20K
|
9.01K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-365- 2.25% |
$17.6K - $20.5K
|
15.9K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-379- 2.65% |
$18.3K - $21.3K
|
13.9K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-381- 3.12% |
$18.4K - $21.4K
|
11.8K
$774K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-395- 9.21% |
$19.1K - $22.2K
|
3.89K
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-416- 1.93% |
$20.1K - $23.3K
|
21.2K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-428- 6.95% |
$20.7K - $24K
|
5.73K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-438- 7.84% |
$21.2K - $24.6K
|
5.15K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-445- 1.15% |
$21.5K - $25K
|
38.3K
$2.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-460- 3.26% |
$22.2K - $25.8K
|
13.6K
$892K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-462- 1.18% |
$22.3K - $25.9K
|
38.5K
$2.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-477- 1.64% |
$23K - $26.8K
|
28.6K
$1.87M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-480- 2.03% |
$23.2K - $26.9K
|
23.2K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-500- 38.76% |
$24.1K - $28K
|
790
$51.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-503- 5.25% |
$24.3K - $28.2K
|
9.08K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-509- 1.15% |
$24.6K - $28.5K
|
43.9K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-528- 1.72% |
$25.5K - $29.6K
|
30.2K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-543- 0.1% |
$26.2K - $30.5K
|
550K
$36M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-546- 9.37% |
$26.4K - $30.6K
|
5.28K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-570- 1.02% |
$27.5K - $32K
|
55.5K
$3.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-588- 0.83% |
$28.4K - $33K
|
70.5K
$4.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-602- 11.88% |
$29.1K - $33.8K
|
4.46K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-609- 4.56% |
$29.4K - $34.2K
|
12.7K
$833K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-609- 2.65% |
$29.4K - $34.2K
|
22.4K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-612- 1.21% |
$29.6K - $34.3K
|
50.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-655- 14.72% |
$31.6K - $36.7K
|
3.79K
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-656- 2.81% |
$31.7K - $36.8K
|
22.7K
$1.48M
|