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 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.22K+ 7.26% |
$73.9K - $82K
|
18K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
1.2K+ 22.03% |
$73K - $81K
|
6.65K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.19K+ 7.16% |
$72.3K - $80.2K
|
17.8K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 3.75% |
$70.9K - $78.7K
|
32.3K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.15K+ 5.92% |
$70K - $77.7K
|
20.6K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.15K+ 1.95% |
$69.9K - $77.6K
|
60.1K
$4.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 7.39% |
$67.5K - $74.9K
|
16.1K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 2.76% |
$66.1K - $73.4K
|
40.5K
$2.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 11.96% |
$65.8K - $73K
|
10.1K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 3.83% |
$64.9K - $72K
|
28.9K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 7.07% |
$64.6K - $71.6K
|
16.1K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
989New |
$60.2K - $66.8K
|
989
$70K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
987+ 31.16% |
$60K - $66.6K
|
4.16K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
940+ 14.72% |
$57.2K - $63.5K
|
7.32K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
936+ 3.82% |
$56.9K - $63.2K
|
25.4K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
933+ 1.32% |
$56.8K - $63K
|
71.8K
$5.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
927+ 0.74% |
$56.4K - $62.6K
|
126K
$8.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
926+ 5.22% |
$56.3K - $62.5K
|
18.7K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
862+ 0.99% |
$52.4K - $58.2K
|
87.8K
$6.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
850+ 170.0% |
$51.7K - $57.4K
|
1.35K
$95.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
848+ 9.94% |
$51.6K - $57.2K
|
9.38K
$664K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
846+ 0.39% |
$51.5K - $57.1K
|
220K
$15.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
844+ 3.15% |
$51.3K - $57K
|
27.6K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
814+ 1.11% |
$49.5K - $55K
|
74.4K
$5.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
797New |
$48.5K - $53.8K
|
797
$56.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
793+ 4.36% |
$48.2K - $53.5K
|
19K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
777+ 5.98% |
$47.3K - $52.5K
|
13.8K
$975K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
776+ 1.54% |
$47.2K - $52.4K
|
51K
$3.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
755+ 3595.24% |
$45.9K - $51K
|
776
$54.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
745+ 0.51% |
$45.3K - $50.3K
|
148K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
744+ 4.8% |
$45.3K - $50.2K
|
16.2K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
727+ 0.29% |
$44.2K - $49.1K
|
252K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
725+ 12.97% |
$44.1K - $48.9K
|
6.31K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
723+ 12.05% |
$44K - $48.8K
|
6.72K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
723+ 7.63% |
$44K - $48.8K
|
10.2K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
700+ 0.8% |
$42.6K - $47.3K
|
88.6K
$6.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
686+ 6.11% |
$41.7K - $46.3K
|
11.9K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
680+ 9.57% |
$41.4K - $45.9K
|
7.79K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
666+ 3.08% |
$40.5K - $45K
|
22.3K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
660+ 0.15% |
$40.2K - $44.6K
|
451K
$32M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
645+ 1.44% |
$39.2K - $43.5K
|
45.4K
$3.21M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
634+ 5.32% |
$38.6K - $42.8K
|
12.5K
$888K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
611+ 0.36% |
$37.2K - $41.2K
|
169K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
600+ 120.0% |
$36.5K - $40.5K
|
1.1K
$77.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
590+ 2.79% |
$35.9K - $39.8K
|
21.8K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
581+ 2.83% |
$35.3K - $39.2K
|
21.1K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
562+ 720.51% |
$34.2K - $37.9K
|
640
$45.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
551+ 11.86% |
$33.5K - $37.2K
|
5.2K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
547+ 13.76% |
$33.3K - $36.9K
|
4.52K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
539New |
$32.8K - $36.4K
|
539
$38.2K
|