Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
314+ 13.87% |
$17.3K - $19.3K
|
2.58K
$183K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
311+ 3.86% |
$17.1K - $19.1K
|
8.37K
$593K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
307+ 4.81% |
$16.9K - $18.9K
|
6.69K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
300+ 1.6% |
$16.5K - $18.5K
|
19.1K
$1.35M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
299+ 16.76% |
$16.4K - $18.4K
|
2.08K
$148K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
290+ 10.38% |
$15.9K - $17.8K
|
3.08K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
286+ 7.48% |
$15.7K - $17.6K
|
4.11K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
285+ 2.84% |
$15.7K - $17.5K
|
10.3K
$732K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
279New |
$15.3K - $17.2K
|
279
$19.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
278+ 76.58% |
$15.3K - $17.1K
|
641
$45.5K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
277+ 65.18% |
$15.2K - $17K
|
702
$49.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
270+ 135.68% |
$14.8K - $16.6K
|
469
$33.3K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
256+ 5.8% |
$14.1K - $15.8K
|
4.67K
$331K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
251+ 23.57% |
$13.8K - $15.4K
|
1.32K
$93.4K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
234+ 2.42% |
$12.9K - $14.4K
|
9.91K
$703K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
233New |
$12.8K - $14.3K
|
233
$16.5K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
231+ 1.24% |
$12.7K - $14.2K
|
18.8K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
229+ 0.14% |
$12.6K - $14.1K
|
167K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
215+ 1.61% |
$11.8K - $13.2K
|
13.6K
$963K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 10.27% |
$11.4K - $12.7K
|
2.22K
$158K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
180+ 0.8% |
$9.89K - $11.1K
|
22.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
178+ 0.8% |
$9.78K - $11K
|
22.5K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
147+ 1.12% |
$8.08K - $9.04K
|
13.3K
$943K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147+ 2.21% |
$8.08K - $9.04K
|
6.79K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
130+ 2.11% |
$7.15K - $8K
|
6.3K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
126New |
$6.93K - $7.75K
|
126
$8.94K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
123+ 0.21% |
$6.76K - $7.57K
|
59.4K
$4.21M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
121+ 11.04% |
$6.65K - $7.45K
|
1.22K
$86.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
119+ 224.53% |
$6.54K - $7.32K
|
172
$12.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
117+ 1.49% |
$6.43K - $7.2K
|
7.99K
$567K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
99+ 2.75% |
$5.44K - $6.09K
|
3.7K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
94+ 2.04% |
$5.17K - $5.78K
|
4.69K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
91+ 2.71% |
$5K - $5.6K
|
3.45K
$244K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
90+ 0.74% |
$4.95K - $5.54K
|
12.3K
$873K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
78+ 0.73% |
$4.29K - $4.8K
|
10.8K
$768K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
69+ 0.05% |
$3.79K - $4.25K
|
127K
$9.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69New |
$3.79K - $4.25K
|
69
$4.9K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
66+ 0.16% |
$3.63K - $4.06K
|
41K
$2.91M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
62+ 0.07% |
$3.41K - $3.81K
|
87K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
56New |
$3.08K - $3.45K
|
56
$3.97K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
42+ 0.46% |
$2.31K - $2.58K
|
9.12K
$647K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
40New |
$2.2K - $2.46K
|
40
$2.84K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
39+ 0.63% |
$2.14K - $2.4K
|
6.21K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
39+ 0.63% |
$2.14K - $2.4K
|
6.21K
$441K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
35+ 0.49% |
$1.92K - $2.15K
|
7.22K
$512K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$1.65K - $1.85K
|
30
$2.13K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
30+ 11.54% |
$1.65K - $1.85K
|
290
$20.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
28+ 0.11% |
$1.54K - $1.72K
|
24.5K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 1.41% |
$1.43K - $1.6K
|
1.87K
$133K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.15K - $1.29K
|
6.37K
$452K
|