Purchases and Sales Made in Q2 2023 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)

SPLG Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q2 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
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
16.1K
+ 2.58%
$766K - $840K
640K $39.7M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
16.1K
+ 0.75%
$764K - $837K
2.17M $135M
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
16K
+ 388.8%
$763K - $836K
20.2K $1.25M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
15.8K
+ 278.93%
$749K - $821K
21.4K $1.33M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
15.7K
+ 0.31%
$749K - $820K
5.07M $314M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
15.7K
New
$748K - $820K
15.7K $975K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
15.5K
+ 29.25%
$735K - $805K
68.3K $4.23M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
15.2K
New
$725K - $794K
15.2K $945K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
14.4K
New
$686K - $752K
14.4K $894K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
14.4K
+ 6.09%
$682K - $748K
250K $15.5M
Jul 13, 2023 Q2 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
13.9K
New
$663K - $727K
13.9K $864K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
13.9K
+ 235.67%
$662K - $726K
19.8K $1.23M
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
13.9K
+ 3.16%
$660K - $723K
454K $28.1M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
13.7K
New
$650K - $712K
13.7K $847K
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
13.5K
New
$641K - $703K
13.5K $836K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
13.2K
New
$630K - $690K
13.2K $820K
Jul 24, 2023 Q2 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
13.2K
+ 10.87%
$627K - $687K
134K $8.33M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
12.8K
+ 96.01%
$608K - $666K
26.1K $1.62M
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
12.5K
New
$592K - $649K
12.5K $772K
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
11.8K
+ 53.81%
$560K - $614K
33.7K $2.09M
Jul 13, 2023 Q2 2023
Nova Point Capital, LLC

BUY
 -
11.6K
+ 8.42%
$553K - $605K
150K $9.27M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
11.6K
+ 14.51%
$550K - $602K
91.2K $5.65M
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
11.5K
+ 15.62%
$546K - $598K
85K $5.27M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
11.4K
+ 8.88%
$543K - $595K
140K $8.68M
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
11.4K
+ 1.55%
$543K - $594K
750K $46.5M
Aug 02, 2023 Q2 2023
Flynn Zito Capital Management, LLC

BUY
 -
11.1K
+ 3.34%
$527K - $577K
343K $21.2M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
10.8K
+ 15.87%
$513K - $562K
78.8K $4.88M
Jul 21, 2023 Q2 2023
Montz Harcus Wealth Management LLC

BUY
 -
10.6K
+ 3.01%
$504K - $552K
363K $22.5M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
10.5K
+ 11.12%
$500K - $548K
105K $6.51M
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
10.2K
New
$487K - $533K
10.2K $634K
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
10.2K
+ 10.46%
$487K - $533K
108K $6.7M
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
10K
New
$478K - $524K
10K $623K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
9.97K
+ 45.22%
$474K - $520K
32K $1.98M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
9.78K
+ 2.24%
$465K - $509K
447K $27.7M
Jul 24, 2023 Q2 2023
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
9.71K
+ 41.3%
$462K - $506K
33.2K $2.06M
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
9.45K
New
$449K - $492K
9.45K $586K
Jul 17, 2023 Q2 2023
Mbe Wealth Management, LLC

BUY
 -
9.32K
+ 51.87%
$443K - $486K
27.3K $1.69M
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
9.2K
+ 17.17%
$438K - $480K
62.8K $3.89M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
9.05K
+ 10.81%
$430K - $471K
92.7K $5.74M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
9.04K
New
$430K - $471K
9.04K $560K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
8.85K
+ 429.13%
$421K - $461K
10.9K $676K
Aug 14, 2023 Q2 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
8.79K
New
$418K - $458K
8.79K $545K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
8.76K
+ 6.78%
$417K - $456K
138K $8.54M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
8.64K
+ 4.85%
$411K - $450K
187K $11.6M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
8.6K
+ 52.76%
$409K - $448K
24.9K $1.54M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
8.34K
+ 4.32%
$397K - $435K
201K $12.5M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
8.29K
New
$394K - $432K
8.29K $514K
Aug 14, 2023 Q2 2023
Centric Wealth Management

BUY
 -
8.11K
New
$386K - $423K
8.11K $503K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
7.99K
+ 12.96%
$380K - $416K
69.6K $4.31M

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