Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25.4K+ 0.51% |
$1.48M - $1.64M
|
5.02M
$345M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
25.3K+ 29.95% |
$1.48M - $1.64M
|
110K
$7.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
BUY
|
- |
25.3K+ 3.02% |
$1.48M - $1.63M
|
864K
$59.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.2K+ 12.99% |
$1.47M - $1.62M
|
219K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.8K+ 467.99% |
$1.45M - $1.6M
|
30.1K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.5K+ 5.23% |
$1.43M - $1.58M
|
492K
$33.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
24.4K+ 173.27% |
$1.42M - $1.57M
|
38.5K
$2.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
24.1K+ 24.3% |
$1.4M - $1.55M
|
123K
$8.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.8K+ 6.3% |
$1.38M - $1.53M
|
401K
$27.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.8K+ 26.52% |
$1.38M - $1.53M
|
113K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
23.4K+ 7.03% |
$1.37M - $1.51M
|
357K
$24.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
23.1KNew |
$1.34M - $1.49M
|
23.1K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
22.9KNew |
$1.34M - $1.48M
|
22.9K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22K+ 6.88% |
$1.28M - $1.42M
|
342K
$23.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.8K+ 10.85% |
$1.27M - $1.41M
|
223K
$15.4M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.8KNew |
$1.27M - $1.41M
|
21.8K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
21.4K+ 10.52% |
$1.25M - $1.38M
|
225K
$15.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
21.3K+ 64.39% |
$1.24M - $1.37M
|
54.4K
$3.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
20.9K+ 33.34% |
$1.21M - $1.35M
|
83.4K
$5.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
20.3KNew |
$1.18M - $1.31M
|
20.3K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.2K+ 264.33% |
$1.18M - $1.3M
|
27.8K
$1.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
19.4KNew |
$1.13M - $1.25M
|
19.4K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
19.1K+ 4.27% |
$1.12M - $1.24M
|
467K
$32.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
19.1K+ 13.98% |
$1.11M - $1.23M
|
156K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19K+ 1.44% |
$1.11M - $1.23M
|
1.34M
$92.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.7K+ 62.59% |
$1.09M - $1.21M
|
48.6K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.07M - $1.19M
|
18.4K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.3K+ 374.86% |
$1.06M - $1.18M
|
23.1K
$1.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17.8K+ 14.59% |
$1.04M - $1.15M
|
140K
$9.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16.7K+ 176.43% |
$971K - $1.08M
|
26.1K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.5K+ 415.97% |
$963K - $1.07M
|
20.5K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.5K+ 15.28% |
$962K - $1.07M
|
125K
$8.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
16.5K+ 3.99% |
$962K - $1.07M
|
430K
$29.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.3K+ 2.26% |
$947K - $1.05M
|
735K
$50.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16.2K+ 12.87% |
$945K - $1.05M
|
142K
$9.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
16.2KNew |
$943K - $1.05M
|
16.2K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.9K+ 12.39% |
$928K - $1.03M
|
145K
$9.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
15.9K+ 48.35% |
$925K - $1.02M
|
48.7K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
15.3K+ 22.84% |
$894K - $990K
|
82.5K
$5.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.2K+ 100.66% |
$885K - $981K
|
30.3K
$2.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15K+ 2.42% |
$876K - $970K
|
637K
$43.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
14.9K+ 26.06% |
$868K - $961K
|
72.1K
$4.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.8K+ 10.0% |
$859K - $952K
|
162K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14.7K+ 67.44% |
$857K - $949K
|
36.5K
$2.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
14.6KNew |
$852K - $944K
|
14.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.5K+ 18.75% |
$846K - $937K
|
92K
$6.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 5.82% |
$840K - $930K
|
262K
$18M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
14.4K+ 9.36% |
$839K - $929K
|
168K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.2KNew |
$828K - $917K
|
14.2K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.9K+ 329.42% |
$812K - $899K
|
18.2K
$1.25M
|