Purchases and Sales Made in Q3 2023 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)

SPLG Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q3 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
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
20.9K
New
$1.04M - $1.12M
20.9K $1.48M
Oct 25, 2023 Q3 2023
Upper Left Wealth Management, LLC

BUY
 -
20.6K
+ 39.16%
$1.03M - $1.11M
73.4K $5.21M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
19.9K
+ 14.44%
$994K - $1.07M
157K $11.2M
Nov 13, 2023 Q3 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
19.8K
+ 2.32%
$990K - $1.06M
871K $61.8M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
19.8K
+ 7.2%
$990K - $1.06M
294K $20.9M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
19.7K
+ 3.76%
$986K - $1.06M
543K $38.5M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
19.7K
+ 185.64%
$985K - $1.06M
30.2K $2.15M
Nov 09, 2023 Q3 2023
Adams Wealth Management

BUY
 -
19.6K
+ 6.32%
$983K - $1.06M
330K $23.4M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
19.5K
+ 68.25%
$976K - $1.05M
48.1K $3.41M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
19.3K
+ 23.41%
$967K - $1.04M
102K $7.22M
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
18.9K
+ 27.57%
$945K - $1.02M
87.3K $6.2M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
18.3K
+ 7.45%
$915K - $983K
263K $18.7M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
18.1K
+ 3.61%
$908K - $976K
521K $37M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
18.1K
+ 370.92%
$908K - $975K
23K $1.63M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
18K
+ 2.64%
$902K - $969K
700K $49.7M
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
17.9K
New
$897K - $964K
17.9K $1.27M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
17.8K
New
$893K - $960K
17.8K $1.27M
Nov 14, 2023 Q3 2023
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
17.6K
+ 6.71%
$881K - $946K
279K $19.8M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
17.5K
+ 2.63%
$875K - $940K
681K $48.3M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
17.4K
+ 5.61%
$870K - $934K
327K $23.2M
Nov 08, 2023 Q3 2023
Jsf Financial, LLC

BUY
 -
17.3K
+ 23.11%
$868K - $933K
92.3K $6.55M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
17.1K
+ 4.87%
$854K - $918K
367K $26.1M
Oct 31, 2023 Q3 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
16.8K
+ 133.73%
$840K - $902K
29.3K $2.08M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
16.5K
+ 2.67%
$827K - $888K
635K $45.1M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
16.3K
+ 11.68%
$816K - $877K
156K $11.1M
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
16.2K
New
$813K - $873K
16.2K $1.15M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
15.8K
+ 32.54%
$790K - $849K
64.2K $4.56M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
15.6K
+ 10.82%
$781K - $839K
160K $11.3M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
15.4K
+ 3.75%
$771K - $828K
426K $30.2M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
15.3K
+ 1.78%
$768K - $825K
878K $62.3M
Nov 13, 2023 Q3 2023
Destiny Capital Securities Corporation

Golden, CO
BUY
 -
15.1K
New
$755K - $811K
15.1K $1.07M
Nov 06, 2023 Q3 2023
Welch Capital Partners LLC

Brooklyn, NY
BUY
 -
14.8K
New
$740K - $795K
14.8K $1.05M
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
14.3K
+ 5.72%
$715K - $768K
264K $18.7M
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
14.3K
+ 1.54%
$715K - $768K
940K $66.7M
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
14.2K
New
$710K - $763K
14.2K $1.01M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
13.8K
+ 10.11%
$689K - $741K
150K $10.6M
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
13.1K
+ 5.23%
$657K - $705K
264K $18.7M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
13K
+ 7.64%
$651K - $699K
183K $13M
Nov 07, 2023 Q3 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
12.7K
New
$638K - $685K
12.7K $904K
Nov 01, 2023 Q3 2023
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
12.6K
+ 9.57%
$632K - $679K
145K $10.3M
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
12.5K
+ 13.02%
$628K - $675K
109K $7.73M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
12.2K
New
$609K - $654K
12.2K $862K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
12K
+ 1394.9%
$603K - $648K
12.9K $915K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
11.7K
+ 17.59%
$587K - $631K
78.4K $5.56M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
11.7K
+ 12.47%
$587K - $630K
106K $7.49M
Nov 14, 2023 Q3 2023
Montz Harcus Wealth Management LLC

BUY
 -
11.7K
+ 3.22%
$585K - $628K
375K $26.6M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
11.6K
New
$582K - $626K
11.6K $825K
Nov 13, 2023 Q3 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
11.6K
New
$581K - $624K
11.6K $823K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
11.5K
+ 51.46%
$578K - $621K
34K $2.41M

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