Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
476+ 15.65% |
$23K - $26.7K
|
3.52K
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
439+ 16.44% |
$21.2K - $24.6K
|
3.11K
$222K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
423+ 1.79% |
$20.4K - $23.7K
|
24K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
421+ 3.7% |
$20.3K - $23.6K
|
11.8K
$843K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
409+ 2.48% |
$19.8K - $22.9K
|
16.9K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
404+ 3.7% |
$19.5K - $22.7K
|
11.3K
$810K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
401+ 3.1% |
$19.4K - $22.5K
|
13.3K
$953K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
396+ 255.48% |
$19.1K - $22.2K
|
551
$39.4K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
394New |
$19K - $22.1K
|
394
$28.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
384+ 0.73% |
$18.5K - $21.5K
|
53.2K
$3.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
378+ 0.43% |
$18.3K - $21.2K
|
87.7K
$6.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
377+ 5.62% |
$18.2K - $21.1K
|
7.09K
$507K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
372New |
$18K - $20.9K
|
372
$26.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
365+ 0.61% |
$17.6K - $20.5K
|
60.6K
$4.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
362+ 1.84% |
$17.5K - $20.3K
|
20.1K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
346+ 4.44% |
$16.7K - $19.4K
|
8.13K
$582K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
344+ 1.84% |
$16.6K - $19.3K
|
19K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
339+ 2.66% |
$16.4K - $19K
|
13.1K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
330+ 5.23% |
$15.9K - $18.5K
|
6.65K
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
327New |
$15.8K - $18.3K
|
327
$23.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
319+ 8.81% |
$15.4K - $17.9K
|
3.94K
$282K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
310+ 584.91% |
$15K - $17.4K
|
363
$26K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
309+ 5.61% |
$14.9K - $17.3K
|
5.82K
$416K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
291+ 0.54% |
$14.1K - $16.3K
|
54.2K
$3.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
287+ 0.1% |
$13.9K - $16.1K
|
297K
$21.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
282+ 1.33% |
$13.6K - $15.8K
|
21.4K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
271+ 16.18% |
$13.1K - $15.2K
|
1.95K
$139K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
264+ 0.39% |
$12.7K - $14.8K
|
67.3K
$4.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
256New |
$12.4K - $14.4K
|
256
$18.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
249+ 5.62% |
$12K - $14K
|
4.68K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
243+ 1.57% |
$11.7K - $13.6K
|
15.7K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
242+ 0.67% |
$11.7K - $13.6K
|
36.5K
$2.61M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
241New |
$11.6K - $13.5K
|
241
$17.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
239+ 4.91% |
$11.5K - $13.4K
|
5.11K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
230+ 2.8% |
$11.1K - $12.9K
|
8.44K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
203+ 0.92% |
$9.8K - $11.4K
|
22.3K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
184New |
$8.89K - $10.3K
|
184
$13.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
181New |
$8.74K - $10.2K
|
181
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
177+ 7.0% |
$8.55K - $9.93K
|
2.71K
$194K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
174+ 1.68% |
$8.4K - $9.76K
|
10.5K
$751K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
158+ 46.75% |
$7.63K - $8.86K
|
496
$35.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
151+ 1.14% |
$7.29K - $8.47K
|
13.4K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
146+ 0.25% |
$7.05K - $8.19K
|
59.3K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
143+ 0.8% |
$6.91K - $8.02K
|
18K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
143+ 3.28% |
$6.91K - $8.02K
|
4.5K
$322K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
138+ 0.97% |
$6.66K - $7.74K
|
14.4K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
89+ 0.07% |
$4.3K - $4.99K
|
131K
$9.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
88+ 1.04% |
$4.25K - $4.94K
|
8.55K
$611K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
77+ 0.95% |
$3.72K - $4.32K
|
8.15K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
76+ 116.92% |
$3.67K - $4.26K
|
141
$10.1K
|