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 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.12KNew |
$61.5K - $68.9K
|
1.12K
$77K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.12K+ 11.3% |
$61.5K - $68.8K
|
11K
$758K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.09K+ 1.59% |
$59.8K - $66.9K
|
69.4K
$4.77M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.04K+ 7.28% |
$56.9K - $63.7K
|
15.3K
$1.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 7.55% |
$56.3K - $63.1K
|
14.6K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.02K+ 26.05% |
$56.3K - $63K
|
4.96K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
991+ 138.8% |
$54.5K - $61K
|
1.71K
$117K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
990New |
$54.4K - $60.9K
|
990
$68.1K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
958+ 0.46% |
$52.7K - $58.9K
|
207K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
918+ 3.49% |
$50.5K - $56.5K
|
27.3K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
900+ 117.65% |
$49.5K - $55.4K
|
1.67K
$115K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
869+ 12.49% |
$47.8K - $53.5K
|
7.82K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
861+ 1.81% |
$47.3K - $53K
|
48.3K
$3.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
860+ 0.99% |
$47.3K - $52.9K
|
87.9K
$6.04M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
837+ 10.54% |
$46K - $51.5K
|
8.78K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
825+ 14.93% |
$45.4K - $50.8K
|
6.35K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
816+ 1.85% |
$44.9K - $50.2K
|
45K
$3.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
777+ 0.22% |
$42.7K - $47.8K
|
353K
$24.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
775New |
$42.6K - $47.7K
|
775
$53.3K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
758+ 1516.0% |
$41.7K - $46.6K
|
808
$55.6K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
743+ 3.41% |
$40.8K - $45.7K
|
22.5K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
742+ 8.33% |
$40.8K - $45.7K
|
9.65K
$663K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
715+ 1.68% |
$39.3K - $44K
|
43.2K
$2.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
711New |
$39.1K - $43.7K
|
711
$48.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
711+ 7.43% |
$39.1K - $43.7K
|
10.3K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 158.76% |
$37.9K - $42.4K
|
1.12K
$77.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
659+ 2.29% |
$36.2K - $40.5K
|
29.4K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
655+ 14.86% |
$36K - $40.3K
|
5.06K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
643New |
$35.3K - $39.6K
|
643
$44.2K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
625+ 10.52% |
$34.4K - $38.5K
|
6.57K
$451K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
620+ 3.69% |
$34.1K - $38.1K
|
17.4K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
617+ 0.71% |
$33.9K - $38K
|
87.4K
$6.01M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
614+ 0.81% |
$33.8K - $37.8K
|
76.6K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
593+ 4.44% |
$32.6K - $36.5K
|
13.9K
$959K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
565+ 0.6% |
$31.1K - $34.8K
|
94K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
561+ 0.62% |
$30.8K - $34.5K
|
90.6K
$6.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
487+ 3.68% |
$26.8K - $30K
|
13.7K
$943K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
480+ 1.87% |
$26.4K - $29.5K
|
26.2K
$1.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
441New |
$24.2K - $27.1K
|
441
$30.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
426+ 1.34% |
$23.4K - $26.2K
|
32.3K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
421New |
$23.1K - $25.9K
|
421
$29K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
399New |
$21.9K - $24.6K
|
399
$27.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
388+ 0.81% |
$21.3K - $23.9K
|
48.2K
$3.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
377+ 2.46% |
$20.7K - $23.2K
|
15.7K
$1.08M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
345+ 2.86% |
$19K - $21.2K
|
12.4K
$853K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
340New |
$18.7K - $20.9K
|
340
$23.4K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
331+ 2.99% |
$18.2K - $20.4K
|
11.4K
$784K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
319+ 2.3% |
$17.5K - $19.6K
|
14.2K
$977K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
315+ 3.72% |
$17.3K - $19.4K
|
8.78K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
314+ 13.87% |
$17.3K - $19.3K
|
2.58K
$177K
|