Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.3K+ 3.33% |
$751K - $833K
|
382K
$27.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.2K+ 40.05% |
$742K - $824K
|
42.7K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.2K+ 9.14% |
$742K - $823K
|
146K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2K+ 66.03% |
$740K - $821K
|
30.6K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
11.9K+ 1.81% |
$723K - $802K
|
670K
$47.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 12.91% |
$723K - $802K
|
104K
$7.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.7K+ 72.93% |
$712K - $790K
|
27.7K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
11.6K+ 180.32% |
$706K - $783K
|
18K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6KNew |
$703K - $781K
|
11.6K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
11.4K+ 28.69% |
$693K - $769K
|
51.1K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
11.3KNew |
$687K - $762K
|
11.3K
$799K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11.2KNew |
$682K - $757K
|
11.2K
$794K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 70.75% |
$675K - $749K
|
26.8K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11.1K+ 35.62% |
$674K - $748K
|
42.2K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.1K+ 188.93% |
$673K - $747K
|
16.9K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
11K+ 74.86% |
$666K - $740K
|
25.6K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
10.8K+ 12.77% |
$654K - $726K
|
94.9K
$6.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$643K - $714K
|
10.6K
$749K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10.6K+ 1.37% |
$643K - $713K
|
779K
$55.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$641K - $712K
|
10.5K
$746K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.5K+ 14.13% |
$638K - $708K
|
84.7K
$6M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.5K+ 12.71% |
$638K - $708K
|
93K
$6.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
10.5K+ 5.19% |
$637K - $707K
|
212K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
10.4KNew |
$634K - $703K
|
10.4K
$737K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.4K+ 8.27% |
$633K - $702K
|
136K
$9.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 9.1% |
$628K - $697K
|
124K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.3K+ 26.44% |
$625K - $694K
|
49.1K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
10.1K+ 8.25% |
$612K - $679K
|
132K
$9.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
10KNew |
$611K - $678K
|
10K
$711K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.81K+ 1.33% |
$597K - $662K
|
745K
$52.7M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
9.75K+ 8.49% |
$593K - $658K
|
125K
$8.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.67KNew |
$588K - $653K
|
9.67K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.23K+ 178.09% |
$561K - $623K
|
14.4K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.1KNew |
$553K - $614K
|
9.1K
$644K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.9K+ 174.93% |
$542K - $601K
|
14K
$991K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.86KNew |
$539K - $598K
|
8.86K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.84KNew |
$538K - $597K
|
8.84K
$626K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
8.79K+ 5.23% |
$535K - $594K
|
177K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.71KNew |
$530K - $588K
|
8.71K
$617K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.56K+ 108.03% |
$521K - $578K
|
16.5K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.4K+ 30.93% |
$511K - $567K
|
35.5K
$2.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.34K+ 13.24% |
$507K - $563K
|
71.3K
$5.05M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.24K+ 1.67% |
$501K - $556K
|
501K
$35.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.21K+ 3.64% |
$500K - $554K
|
234K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.17K+ 41.16% |
$497K - $552K
|
28K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.11K+ 61.51% |
$493K - $548K
|
21.3K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.05K+ 31.4% |
$490K - $543K
|
33.7K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.96K+ 3.62% |
$484K - $537K
|
228K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
7.93K+ 2.1% |
$483K - $535K
|
385K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.7K+ 119.83% |
$468K - $520K
|
14.1K
$1M
|