Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
23.3KNew |
$1.28M - $1.44M
|
23.3K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23K+ 28.6% |
$1.26M - $1.41M
|
103K
$7.27M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.23M - $1.37M
|
22.3K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
22.1KNew |
$1.22M - $1.36M
|
22.1K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.9K+ 48.77% |
$1.2M - $1.35M
|
66.8K
$4.69M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
21.4K+ 37.46% |
$1.18M - $1.32M
|
78.4K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.5K+ 4.12% |
$1.13M - $1.26M
|
519K
$36.5M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.4K+ 19.84% |
$1.12M - $1.25M
|
123K
$8.65M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18.7K+ 44.83% |
$1.03M - $1.15M
|
60.6K
$4.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
18.6K+ 20.77% |
$1.02M - $1.15M
|
108K
$7.62M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18.5K+ 92.72% |
$1.02M - $1.14M
|
38.5K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
18.4K+ 51.0% |
$1.01M - $1.13M
|
54.6K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.2KNew |
$1M - $1.12M
|
18.2K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17.8K+ 38.15% |
$977K - $1.09M
|
64.3K
$4.52M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.8KNew |
$976K - $1.09M
|
17.8K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
17.7K+ 2.57% |
$975K - $1.09M
|
708K
$49.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17.4K+ 16.69% |
$959K - $1.07M
|
122K
$8.58M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.1K+ 246.57% |
$942K - $1.05M
|
24.1K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
17.1KNew |
$941K - $1.05M
|
17.1K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17.1K+ 16.62% |
$938K - $1.05M
|
120K
$8.41M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.9K+ 61.84% |
$931K - $1.04M
|
44.3K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 57.48% |
$896K - $1M
|
44.7K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.9K+ 62.93% |
$871K - $975K
|
41K
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
15.5K+ 2.03% |
$851K - $952K
|
777K
$54.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.4K+ 8.54% |
$845K - $946K
|
195K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 55.23% |
$819K - $917K
|
41.9K
$2.94M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14.9KNew |
$816K - $914K
|
14.9K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.8K+ 53.41% |
$811K - $908K
|
42.4K
$2.98M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
14.3K+ 31.43% |
$784K - $877K
|
59.6K
$4.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.1KNew |
$774K - $866K
|
14.1K
$990K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14K+ 3.47% |
$770K - $862K
|
418K
$29.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
14K+ 4.52% |
$770K - $862K
|
324K
$22.8M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14KNew |
$767K - $858K
|
14K
$981K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 0.58% |
$764K - $855K
|
2.39M
$168M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.9K+ 302.14% |
$762K - $853K
|
18.4K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
13.8KNew |
$759K - $850K
|
13.8K
$971K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.7K+ 18.96% |
$754K - $844K
|
86.1K
$6.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
13.7KNew |
$752K - $841K
|
13.7K
$961K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.3K+ 69.03% |
$732K - $820K
|
32.6K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
13.2KNew |
$727K - $814K
|
13.2K
$930K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.1KNew |
$719K - $805K
|
13.1K
$919K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7K+ 1.8% |
$700K - $784K
|
719K
$50.5M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.6K+ 36.08% |
$691K - $773K
|
47.4K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.5K+ 1.96% |
$685K - $767K
|
648K
$45.5M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
12.3K+ 4.36% |
$677K - $757K
|
294K
$20.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
11.6K+ 105.17% |
$639K - $715K
|
22.7K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11.4K+ 4.33% |
$627K - $702K
|
275K
$19.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.4K+ 44.85% |
$625K - $699K
|
36.7K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.4K+ 6.34% |
$624K - $698K
|
190K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 14.0% |
$605K - $677K
|
89.6K
$6.3M
|