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 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
283KNew |
$13.6M - $15.8M
|
283K
$20.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
282KNew |
$13.6M - $15.8M
|
282K
$20.2M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
270K+ 1161.97% |
$13M - $15.1M
|
293K
$21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
268K+ 30.8% |
$12.9M - $15M
|
1.14M
$81.4M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
268KNew |
$12.9M - $15M
|
268K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
248K+ 16.84% |
$12M - $13.9M
|
1.72M
$123M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
233KNew |
$11.3M - $13.1M
|
233K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
233K+ 33.93% |
$11.2M - $13.1M
|
919K
$65.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
219K+ 15.9% |
$10.6M - $12.3M
|
1.59M
$114M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
216K+ 112.3% |
$10.4M - $12.1M
|
408K
$29.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
206K+ 37.22% |
$9.97M - $11.6M
|
761K
$54.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
206KNew |
$9.97M - $11.6M
|
206K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
205K+ 69.62% |
$9.88M - $11.5M
|
498K
$35.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200K+ 16.97% |
$9.65M - $11.2M
|
1.38M
$98.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
189K+ 23.56% |
$9.14M - $10.6M
|
992K
$71M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
188KNew |
$9.06M - $10.5M
|
188K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
187K+ 116.1% |
$9.02M - $10.5M
|
348K
$24.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
186K+ 22.84% |
$8.99M - $10.4M
|
1M
$71.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
185K+ 45.49% |
$8.92M - $10.4M
|
591K
$42.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
182K+ 33.43% |
$8.77M - $10.2M
|
724K
$51.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
180KNew |
$8.69M - $10.1M
|
180K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
179KNew |
$8.64M - $10M
|
179K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
175KNew |
$8.45M - $9.81M
|
175K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
172KNew |
$8.31M - $9.65M
|
172K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
171KNew |
$8.28M - $9.62M
|
171K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 8.43% |
$8.02M - $9.31M
|
2.14M
$153M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
161KNew |
$7.77M - $9.02M
|
161K
$11.5M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
160KNew |
$7.72M - $8.97M
|
160K
$11.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
159K+ 86.87% |
$7.66M - $8.89M
|
341K
$24.4M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
155KNew |
$7.47M - $8.68M
|
155K
$11.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
151KNew |
$7.3M - $8.48M
|
151K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
149K+ 5.17% |
$7.21M - $8.38M
|
3.04M
$217M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
147KNew |
$7.1M - $8.25M
|
147K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
144K+ 16.03% |
$6.96M - $8.09M
|
1.04M
$74.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
140KNew |
$6.75M - $7.84M
|
140K
$10M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
139KNew |
$6.71M - $7.8M
|
139K
$9.94M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
138K+ 72.39% |
$6.66M - $7.74M
|
329K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
130K+ 2.59% |
$6.27M - $7.28M
|
5.15M
$368M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
129KNew |
$6.23M - $7.24M
|
129K
$9.23M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
127KNew |
$6.13M - $7.12M
|
127K
$9.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
124K+ 7.28% |
$6M - $6.97M
|
1.83M
$131M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
118K+ 17.35% |
$5.71M - $6.63M
|
799K
$57.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
116K+ 11.49% |
$5.58M - $6.48M
|
1.12M
$80.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
111K+ 36.79% |
$5.37M - $6.24M
|
413K
$29.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
111K+ 8.15% |
$5.34M - $6.2M
|
1.47M
$105M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
108K+ 72.74% |
$5.23M - $6.07M
|
257K
$18.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
108K+ 71.8% |
$5.2M - $6.04M
|
258K
$18.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
103KNew |
$4.96M - $5.76M
|
103K
$7.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
102K+ 48.6% |
$4.94M - $5.74M
|
313K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.1K+ 8.55% |
$4.79M - $5.56M
|
1.26M
$89.9M
|