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 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.17K+ 41.16% |
$497K - $552K
|
28K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.11K+ 61.51% |
$493K - $548K
|
21.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.05K+ 31.4% |
$490K - $543K
|
33.7K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.96K+ 3.62% |
$484K - $537K
|
228K
$15.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
7.93K+ 2.1% |
$483K - $535K
|
385K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.7K+ 119.83% |
$468K - $520K
|
14.1K
$979K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.66KNew |
$466K - $517K
|
7.66K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.64K+ 2.92% |
$465K - $516K
|
270K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.63KNew |
$464K - $515K
|
7.63K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.53K+ 192.11% |
$458K - $508K
|
11.4K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.33K+ 6.82% |
$446K - $495K
|
115K
$7.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7.16K+ 34.99% |
$436K - $484K
|
27.6K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.99K+ 35.99% |
$425K - $472K
|
26.4K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6.79K+ 10.06% |
$413K - $459K
|
74.3K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.74K+ 1.27% |
$410K - $455K
|
536K
$37.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.71K+ 7.49% |
$408K - $453K
|
96.3K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.63KNew |
$403K - $448K
|
6.63K
$460K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$383K - $425K
|
6.3K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.24K+ 167.2% |
$379K - $421K
|
9.96K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.22K+ 36.69% |
$378K - $420K
|
23.2K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.18KNew |
$376K - $417K
|
6.18K
$428K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
6.1K+ 3.91% |
$371K - $412K
|
162K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.1K+ 3.91% |
$371K - $412K
|
162K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.05K+ 89.36% |
$368K - $408K
|
12.8K
$889K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.98K+ 1.35% |
$364K - $403K
|
449K
$31.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.78K+ 9.43% |
$352K - $390K
|
67.1K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.66K+ 1.59% |
$345K - $382K
|
363K
$25.1M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.66K+ 81.54% |
$344K - $382K
|
12.6K
$873K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.62K+ 13.52% |
$342K - $380K
|
47.2K
$3.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.62K+ 3.67% |
$342K - $380K
|
159K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.6KNew |
$341K - $378K
|
5.6K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.53K+ 13.89% |
$337K - $374K
|
45.4K
$3.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.52K+ 29.36% |
$336K - $372K
|
24.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.44K+ 0.72% |
$331K - $368K
|
765K
$53.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.34K+ 39.73% |
$325K - $361K
|
18.8K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$324K - $360K
|
5.33K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 18.58% |
$322K - $357K
|
33.7K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.26K+ 89.62% |
$320K - $355K
|
11.1K
$771K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 11.2% |
$319K - $353K
|
52K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.08K+ 16.04% |
$309K - $343K
|
36.7K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.98KNew |
$303K - $336K
|
4.98K
$345K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.93KNew |
$300K - $332K
|
4.93K
$341K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.92K+ 1.88% |
$299K - $332K
|
267K
$18.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
4.92K+ 14.79% |
$299K - $332K
|
38.2K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 83.54% |
$298K - $330K
|
10.7K
$745K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.84K+ 1.72% |
$295K - $327K
|
286K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.83K+ 42.67% |
$294K - $326K
|
16.2K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.47K+ 11.41% |
$272K - $302K
|
43.7K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.38K+ 18.6% |
$266K - $295K
|
27.9K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.22KNew |
$257K - $285K
|
4.22K
$293K
|