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 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.47K+ 40.77% |
$136K - $152K
|
8.54K
$587K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.46K+ 1.41% |
$135K - $151K
|
176K
$12.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.42K+ 3.99% |
$133K - $149K
|
63K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.3K+ 1.34% |
$126K - $142K
|
174K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.19K+ 4.45% |
$120K - $135K
|
51.3K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.14K+ 4280.0% |
$118K - $132K
|
2.19K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.14K+ 27.67% |
$117K - $131K
|
9.85K
$678K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.13K+ 29.37% |
$117K - $131K
|
9.39K
$646K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.11K+ 9.73% |
$116K - $130K
|
23.8K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.06K+ 25.3% |
$113K - $127K
|
10.2K
$702K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.03K+ 2.84% |
$112K - $125K
|
73.6K
$5.06M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.98K+ 98.85% |
$109K - $122K
|
3.98K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.97K+ 15.64% |
$108K - $121K
|
14.6K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.97K+ 3.63% |
$108K - $121K
|
56.2K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 12.75% |
$108K - $121K
|
17.3K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.96K+ 13.34% |
$108K - $120K
|
16.6K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.87KNew |
$103K - $115K
|
1.87K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.83K+ 10.02% |
$101K - $113K
|
20.1K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.82K+ 15.36% |
$100K - $112K
|
13.7K
$940K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.82K+ 6.11% |
$99.9K - $112K
|
31.5K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.81KNew |
$99.6K - $111K
|
1.81K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.71K+ 11.47% |
$93.9K - $105K
|
16.6K
$1.14M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.69K+ 17.43% |
$92.7K - $104K
|
11.4K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.67K+ 14.71% |
$91.6K - $103K
|
13K
$893K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.62K+ 10.23% |
$89.2K - $99.9K
|
17.5K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.6K+ 8.42% |
$88.1K - $98.6K
|
20.7K
$1.42M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.58K+ 293.69% |
$87K - $97.4K
|
2.12K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.56K+ 6.76% |
$85.8K - $96K
|
24.7K
$1.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.56K+ 10.48% |
$85.8K - $96K
|
16.4K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.53K+ 2.55% |
$83.9K - $93.9K
|
61.5K
$4.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 5.84% |
$83.1K - $93K
|
27.4K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.51K+ 3.95% |
$82.9K - $92.8K
|
39.6K
$2.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.5K+ 0.28% |
$82.7K - $92.5K
|
542K
$37.2M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.49K+ 0.56% |
$82K - $91.8K
|
268K
$18.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.38K+ 2.74% |
$76.1K - $85.2K
|
51.8K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.38K+ 19.6% |
$76K - $85.1K
|
8.44K
$580K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.37K+ 13.77% |
$75K - $84K
|
11.3K
$775K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.31K+ 25.7% |
$72.1K - $80.7K
|
6.42K
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 8.93% |
$70.6K - $79.1K
|
15.7K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.28K+ 32.91% |
$70.4K - $78.8K
|
5.17K
$356K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.27K+ 9.69% |
$69.8K - $78.1K
|
14.4K
$989K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 65.21% |
$69.8K - $78.1K
|
3.22K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.27K+ 10.26% |
$69.7K - $78K
|
13.6K
$937K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.26K+ 19.1% |
$69.4K - $77.7K
|
7.88K
$542K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.24K+ 17.11% |
$68.3K - $76.4K
|
8.5K
$585K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.24K+ 3.45% |
$68.1K - $76.2K
|
37.2K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.24KNew |
$67.9K - $76K
|
1.24K
$84.9K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.21K+ 0.82% |
$66.2K - $74.1K
|
148K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.2K+ 1.82% |
$66.1K - $74K
|
67.2K
$4.62M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.15K+ 1.31% |
$63.3K - $70.8K
|
88.9K
$6.11M
|