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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40K+ 353.36% |
$1.93M - $2.24M
|
51.3K
$3.45M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39.9KNew |
$1.93M - $2.24M
|
39.9K
$2.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
39.2KNew |
$1.89M - $2.2M
|
39.2K
$2.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
38.6K+ 13.63% |
$1.86M - $2.16M
|
322K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.9K+ 537.65% |
$1.83M - $2.13M
|
45K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37.4K+ 1417.66% |
$1.81M - $2.1M
|
40.1K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
37K+ 9.3% |
$1.78M - $2.07M
|
434K
$29.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
36.8KNew |
$1.78M - $2.06M
|
36.8K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.1K+ 12.09% |
$1.74M - $2.02M
|
334K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
35.2KNew |
$1.7M - $1.98M
|
35.2K
$2.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
35K+ 6.89% |
$1.69M - $1.96M
|
543K
$36.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34.8KNew |
$1.68M - $1.95M
|
34.8K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
34.5K+ 8.39% |
$1.67M - $1.94M
|
446K
$30M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
34.4KNew |
$1.66M - $1.93M
|
34.4K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
32.7K+ 97.03% |
$1.58M - $1.83M
|
66.4K
$4.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
32.2K+ 21.35% |
$1.56M - $1.81M
|
183K
$12.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.2K+ 8.78% |
$1.56M - $1.81M
|
399K
$26.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
32.1K+ 9.5% |
$1.55M - $1.8M
|
370K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
32KNew |
$1.55M - $1.8M
|
32K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
31KNew |
$1.5M - $1.74M
|
31K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
30.8K+ 13.6% |
$1.49M - $1.73M
|
257K
$17.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30K+ 1917.51% |
$1.45M - $1.68M
|
31.6K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29.9KNew |
$1.44M - $1.68M
|
29.9K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29.8K+ 10.21% |
$1.44M - $1.67M
|
322K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
29.3K+ 48.04% |
$1.41M - $1.64M
|
90.1K
$6.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.2KNew |
$1.41M - $1.64M
|
29.2K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
28.8K+ 47.49% |
$1.39M - $1.61M
|
89.4K
$6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.7K+ 15.98% |
$1.39M - $1.61M
|
208K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4K+ 680.73% |
$1.37M - $1.59M
|
32.6K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
28.4KNew |
$1.37M - $1.59M
|
28.4K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.8K+ 137.69% |
$1.34M - $1.56M
|
48K
$3.22M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
27.3K+ 95.46% |
$1.32M - $1.53M
|
56K
$3.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
27.3K+ 414.18% |
$1.32M - $1.53M
|
33.9K
$2.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27.2K+ 25.73% |
$1.31M - $1.52M
|
133K
$8.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
27.2K+ 8.3% |
$1.31M - $1.52M
|
354K
$23.8M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
27.1KNew |
$1.31M - $1.52M
|
27.1K
$1.82M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
27.1K+ 113.91% |
$1.31M - $1.52M
|
50.8K
$3.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27K+ 211.78% |
$1.3M - $1.51M
|
39.7K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.9KNew |
$1.3M - $1.51M
|
26.9K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
26.8KNew |
$1.29M - $1.5M
|
26.8K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
26.8K+ 3.79% |
$1.29M - $1.5M
|
734K
$49.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
26.1K+ 2.89% |
$1.26M - $1.46M
|
928K
$62.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
25.7KNew |
$1.24M - $1.44M
|
25.7K
$1.73M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
25.5KNew |
$1.23M - $1.43M
|
25.5K
$1.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25.2K+ 7.64% |
$1.22M - $1.42M
|
356K
$23.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.2K+ 233.25% |
$1.22M - $1.41M
|
36K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
24.9K+ 23.8% |
$1.2M - $1.39M
|
129K
$8.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24.8KNew |
$1.2M - $1.39M
|
24.8K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.7K+ 105.99% |
$1.19M - $1.39M
|
48K
$3.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.4K+ 3.49% |
$1.18M - $1.37M
|
724K
$48.7M
|