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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.97KNew |
$181K - $200K
|
2.97K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.91K+ 0.38% |
$177K - $196K
|
759K
$52.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.9K+ 4.33% |
$177K - $196K
|
70K
$4.86M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 59.67% |
$173K - $192K
|
7.62K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.84K+ 26.99% |
$173K - $192K
|
13.4K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.84KNew |
$173K - $192K
|
2.84K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.82K+ 0.52% |
$172K - $190K
|
548K
$38M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.82K+ 32.27% |
$171K - $190K
|
11.6K
$802K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.76K+ 3.83% |
$168K - $187K
|
75K
$5.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.71K+ 2.34% |
$165K - $183K
|
119K
$8.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.68K+ 2.77% |
$163K - $181K
|
99.2K
$6.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.58K+ 2.82% |
$157K - $174K
|
94.3K
$6.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.57K+ 0.96% |
$157K - $174K
|
269K
$18.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.53K+ 2.3% |
$154K - $171K
|
113K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.5K+ 2.64% |
$152K - $169K
|
97.1K
$6.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.45K+ 67.87% |
$149K - $165K
|
6.05K
$420K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.43K+ 7.96% |
$148K - $164K
|
32.9K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.4K+ 2.13% |
$146K - $162K
|
115K
$8.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.37K+ 6.04% |
$144K - $160K
|
41.6K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.33KNew |
$141K - $157K
|
2.33K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.32KNew |
$141K - $156K
|
2.32K
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.31K+ 4.32% |
$141K - $156K
|
55.9K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.17K+ 0.85% |
$132K - $146K
|
256K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.14K+ 1.67% |
$130K - $144K
|
130K
$9.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.03K+ 8.93% |
$124K - $137K
|
24.8K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.97K+ 53.38% |
$120K - $133K
|
5.67K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.96K+ 8.54% |
$119K - $132K
|
24.9K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.95K+ 4.6% |
$119K - $132K
|
44.4K
$3.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.92K+ 1.51% |
$117K - $130K
|
130K
$9M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 28.7% |
$116K - $129K
|
8.58K
$596K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.9K+ 8.76% |
$116K - $128K
|
23.6K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.9K+ 20.86% |
$115K - $128K
|
11K
$763K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.89K+ 0.62% |
$115K - $128K
|
309K
$21.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.89K+ 8.23% |
$115K - $127K
|
24.8K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.78K+ 2.73% |
$108K - $120K
|
66.8K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.77K+ 4.09% |
$107K - $119K
|
44.9K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.73K+ 48.74% |
$105K - $117K
|
5.29K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.72K+ 10.44% |
$104K - $116K
|
18.1K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.69K+ 18.49% |
$103K - $114K
|
10.8K
$751K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.65K+ 5.48% |
$100K - $111K
|
31.7K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.64K+ 21.75% |
$100K - $111K
|
9.2K
$639K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.6K+ 14.81% |
$97.3K - $108K
|
12.4K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.58K+ 0.23% |
$96.1K - $107K
|
687K
$47.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.57K+ 2.26% |
$95.3K - $106K
|
70.7K
$4.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.56K+ 23.3% |
$95K - $105K
|
8.27K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.56K+ 15.68% |
$95K - $105K
|
11.5K
$800K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.56KNew |
$94.8K - $105K
|
1.56K
$108K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.46K+ 31.5% |
$88.7K - $98.4K
|
6.09K
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.45K+ 0.38% |
$88.2K - $97.9K
|
383K
$26.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.44K+ 1.62% |
$87.9K - $97.5K
|
90.5K
$6.28M
|