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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.39K+ 3.1% |
$454K - $527K
|
312K
$20.4M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.38K+ 27.86% |
$453K - $526K
|
43K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.33K+ 31.97% |
$451K - $523K
|
38.5K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.33K+ 1.95% |
$450K - $523K
|
487K
$31.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
9.29K+ 26.23% |
$448K - $521K
|
44.7K
$2.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.21K+ 9.71% |
$445K - $517K
|
104K
$6.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.01K+ 2.11% |
$435K - $505K
|
435K
$28.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.97K+ 6.64% |
$433K - $503K
|
144K
$9.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
8.96KNew |
$433K - $503K
|
8.96K
$586K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.9KNew |
$430K - $499K
|
8.9K
$582K
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
8.9KNew |
$430K - $499K
|
8.9K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.86K+ 1.41% |
$428K - $497K
|
635K
$41.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.86K+ 2.57% |
$428K - $497K
|
353K
$23.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.79K+ 1.26% |
$424K - $493K
|
706K
$46.2M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.75K+ 45.51% |
$422K - $491K
|
28K
$1.83M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.66K+ 10.05% |
$418K - $486K
|
94.9K
$6.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.66KNew |
$418K - $485K
|
8.66K
$566K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.65K+ 0.59% |
$418K - $485K
|
1.47M
$95.9M
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.57K+ 18.48% |
$414K - $480K
|
54.9K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
8.39KNew |
$405K - $470K
|
8.39K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.21KNew |
$396K - $460K
|
8.21K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
8.18KNew |
$395K - $458K
|
8.18K
$534K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8K+ 24245.45% |
$386K - $449K
|
8.03K
$525K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.86K+ 0.89% |
$379K - $441K
|
886K
$57.9M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7.78KNew |
$376K - $436K
|
7.78K
$508K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.75K+ 1.05% |
$374K - $435K
|
747K
$48.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7.74K+ 31.02% |
$374K - $434K
|
32.7K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.72K+ 9.03% |
$373K - $433K
|
93.2K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
7.66K+ 8.29% |
$370K - $429K
|
100K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.6K+ 167.62% |
$367K - $426K
|
12.1K
$793K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
7.58K+ 9.23% |
$366K - $425K
|
89.7K
$5.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
7.38KNew |
$356K - $414K
|
7.38K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.3K+ 24.13% |
$352K - $409K
|
37.5K
$2.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
7.26KNew |
$350K - $407K
|
7.26K
$474K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.25K+ 15.25% |
$350K - $407K
|
54.8K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
7.24KNew |
$349K - $406K
|
7.24K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
7.23K+ 3.97% |
$349K - $405K
|
189K
$12.4M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.18KNew |
$347K - $403K
|
7.18K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.14K+ 8.85% |
$345K - $400K
|
87.8K
$5.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.14K+ 5.75% |
$345K - $400K
|
131K
$8.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.06K+ 18.09% |
$341K - $396K
|
46.1K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.75K+ 14.33% |
$326K - $379K
|
53.9K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.67KNew |
$322K - $374K
|
6.67K
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.63KNew |
$320K - $372K
|
6.63K
$434K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.59KNew |
$318K - $369K
|
6.59K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.55K+ 94.83% |
$316K - $367K
|
13.5K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.34KNew |
$306K - $355K
|
6.34K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.33K+ 6.78% |
$306K - $355K
|
99.8K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.24K+ 5.07% |
$302K - $350K
|
129K
$8.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.15K+ 26.09% |
$297K - $345K
|
29.7K
$1.94M
|