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 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.19K+ 36.95% |
$255K - $283K
|
15.5K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.17K+ 50.06% |
$254K - $281K
|
12.5K
$866K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.14K+ 6.09% |
$252K - $279K
|
72K
$4.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.11K+ 9.72% |
$250K - $277K
|
46.4K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.1KNew |
$250K - $277K
|
4.1K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
4.07KNew |
$248K - $275K
|
4.07K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.05KNew |
$247K - $274K
|
4.05K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.04KNew |
$246K - $273K
|
4.04K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$245K - $272K
|
4.04K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.02KNew |
$245K - $271K
|
4.02K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.97K+ 28.32% |
$242K - $268K
|
18K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.91K+ 7.66% |
$238K - $264K
|
55K
$3.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3.9K+ 19.9% |
$237K - $263K
|
23.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.9K+ 4.76% |
$237K - $263K
|
85.8K
$5.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.89K+ 13.26% |
$237K - $263K
|
33.2K
$2.3M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.83K+ 126.39% |
$233K - $259K
|
6.86K
$476K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81K+ 2.73% |
$232K - $257K
|
144K
$9.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8KNew |
$231K - $257K
|
3.8K
$264K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.77K+ 50.92% |
$230K - $255K
|
11.2K
$775K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
3.75KNew |
$228K - $253K
|
3.75K
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.74KNew |
$227K - $252K
|
3.74K
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$225K - $250K
|
3.7K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.68K+ 60.94% |
$224K - $248K
|
9.71K
$673K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 2.22% |
$223K - $248K
|
169K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.66K+ 5.64% |
$222K - $247K
|
68.5K
$4.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.63K+ 25.52% |
$221K - $245K
|
17.9K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.58KNew |
$218K - $242K
|
3.58K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.53KNew |
$215K - $238K
|
3.53K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.48KNew |
$212K - $235K
|
3.48K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.45KNew |
$210K - $233K
|
3.45K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.4KNew |
$207K - $229K
|
3.4K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 7.42% |
$206K - $228K
|
49K
$3.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.37KNew |
$205K - $228K
|
3.37K
$234K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.37K+ 11.13% |
$205K - $228K
|
33.7K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.33K+ 20.75% |
$203K - $225K
|
19.4K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.31KNew |
$201K - $223K
|
3.31K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.3K+ 23.38% |
$201K - $223K
|
17.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29KNew |
$200K - $222K
|
3.29K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.26K+ 75.28% |
$198K - $220K
|
7.59K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 6.08% |
$196K - $217K
|
56.2K
$3.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
3.1KNew |
$188K - $209K
|
3.1K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.09KNew |
$188K - $209K
|
3.09K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.04KNew |
$185K - $205K
|
3.04K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 5.96% |
$184K - $205K
|
53.8K
$3.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.02KNew |
$184K - $204K
|
3.02K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.01KNew |
$183K - $203K
|
3.01K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$183K - $203K
|
3K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3K+ 120.0% |
$183K - $203K
|
5.5K
$381K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.97KNew |
$181K - $201K
|
2.97K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$181K - $200K
|
2.97K
$206K
|