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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
14.8K+ 4.39% |
$715K - $830K
|
352K
$25M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.8K+ 9.49% |
$714K - $829K
|
171K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14.6K+ 135.76% |
$705K - $819K
|
25.4K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 101.6% |
$690K - $802K
|
28.4K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
14KNew |
$675K - $783K
|
14K
$991K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.9K+ 346.11% |
$673K - $781K
|
18K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.7KNew |
$663K - $769K
|
13.7K
$973K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
13.6K+ 61.65% |
$659K - $765K
|
35.8K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.4K+ 135.11% |
$649K - $754K
|
23.4K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
13.2K+ 5.51% |
$639K - $742K
|
254K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.2K+ 31.49% |
$637K - $740K
|
55.1K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$609K - $707K
|
12.6K
$895K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12.2KNew |
$587K - $682K
|
12.2K
$862K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
12.1KNew |
$584K - $678K
|
12.1K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12KNew |
$582K - $675K
|
12K
$854K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.9K+ 6.52% |
$577K - $670K
|
195K
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.9K+ 3.43% |
$576K - $669K
|
359K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.9KNew |
$573K - $665K
|
11.9K
$841K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
11.7K+ 6.13% |
$567K - $659K
|
203K
$14.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$563K - $654K
|
11.7K
$827K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
11.6K+ 1450.0% |
$560K - $651K
|
12.4K
$880K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
11.6K+ 5.94% |
$559K - $649K
|
206K
$14.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11.5KNew |
$553K - $642K
|
11.5K
$813K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11.4K+ 0.72% |
$552K - $641K
|
1.6M
$114M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 282.55% |
$548K - $637K
|
15.4K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11.3KNew |
$546K - $634K
|
11.3K
$802K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11.1K+ 4.39% |
$535K - $621K
|
263K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11.1KNew |
$535K - $621K
|
11.1K
$785K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11K+ 14.57% |
$533K - $619K
|
86.8K
$6.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
11K+ 21.51% |
$532K - $618K
|
62.2K
$4.41M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11KNew |
$530K - $616K
|
11K
$779K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 16.2% |
$529K - $615K
|
78.6K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
10.9K+ 1.45% |
$528K - $613K
|
767K
$54.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.8K+ 75.22% |
$522K - $606K
|
25.2K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 18.66% |
$514K - $597K
|
67.8K
$4.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
10.3K+ 3.05% |
$500K - $580K
|
350K
$24.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10.2K+ 3.98% |
$493K - $572K
|
266K
$18.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
9.92K+ 82700.0% |
$479K - $557K
|
9.94K
$705K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.92K+ 209.63% |
$479K - $557K
|
14.7K
$1.04M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
9.92K+ 82700.0% |
$479K - $557K
|
9.94K
$705K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.91KNew |
$479K - $556K
|
9.91K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.84KNew |
$475K - $552K
|
9.84K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.78KNew |
$472K - $549K
|
9.78K
$694K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.68KNew |
$467K - $543K
|
9.68K
$687K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$459K - $533K
|
9.5K
$674K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.41K+ 3.81% |
$454K - $527K
|
257K
$18.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.39K+ 3.1% |
$454K - $527K
|
312K
$22.1M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.38K+ 27.86% |
$453K - $526K
|
43K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.33K+ 31.97% |
$451K - $523K
|
38.5K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.33K+ 1.95% |
$450K - $523K
|
487K
$34.6M
|