Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.29K+ 1.26% |
$115K - $123K
|
184K
$13.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.25K+ 6.35% |
$113K - $121K
|
37.7K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 8.13% |
$110K - $118K
|
29.2K
$2.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.18K+ 75.1% |
$109K - $117K
|
5.09K
$361K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.17K+ 4.74% |
$108K - $116K
|
47.8K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.16K+ 9.4% |
$108K - $116K
|
25.1K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.16K+ 2.33% |
$108K - $116K
|
94.9K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.03K+ 12.82% |
$101K - $109K
|
17.8K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2KNew |
$100K - $108K
|
2K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.92K+ 8.99% |
$96.3K - $103K
|
23.3K
$1.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.89K+ 157.21% |
$94.4K - $101K
|
3.08K
$219K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 9.35% |
$92.9K - $99.8K
|
21.7K
$1.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.85K+ 209.28% |
$92.7K - $99.5K
|
2.73K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.83K+ 3.31% |
$91.7K - $98.5K
|
57.1K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 1455.2% |
$91.1K - $97.9K
|
1.94K
$138K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.79K+ 18.92% |
$89.9K - $96.5K
|
11.3K
$800K
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.73K+ 8.48% |
$86.7K - $93.1K
|
22.1K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.7K+ 10.8% |
$85.2K - $91.5K
|
17.4K
$1.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.63K+ 21.06% |
$81.5K - $87.5K
|
9.35K
$664K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 0.47% |
$79.8K - $85.7K
|
338K
$24M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.58K+ 293.69% |
$79.3K - $85.2K
|
2.12K
$151K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.56K+ 2.99% |
$78.2K - $84K
|
53.8K
$3.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.52K+ 1.02% |
$76.2K - $81.8K
|
151K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.49K+ 34.24% |
$74.7K - $80.3K
|
5.85K
$415K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.42K+ 5.39% |
$71K - $76.2K
|
27.7K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.42K+ 5.28% |
$70.9K - $76.2K
|
28.2K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.37K+ 1.6% |
$68.4K - $73.5K
|
86.7K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.36K+ 6.06% |
$68.1K - $73.1K
|
23.8K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.28K+ 12.26% |
$64.1K - $68.9K
|
11.7K
$831K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.28K+ 1.26% |
$63.9K - $68.6K
|
103K
$7.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.26K+ 6.55% |
$62.9K - $67.5K
|
20.4K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.22K+ 7.57% |
$61.2K - $65.7K
|
17.3K
$1.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.2K+ 9.19% |
$60.1K - $64.6K
|
14.3K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$60.1K - $64.5K
|
1.2K
$85.1K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.18K+ 9.64% |
$59.3K - $63.7K
|
13.5K
$955K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 4.98% |
$58.9K - $63.3K
|
24.8K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.15K+ 1.48% |
$57.4K - $61.6K
|
78.7K
$5.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.14K+ 16.98% |
$57K - $61.2K
|
7.83K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.06K+ 1.47% |
$53.1K - $57K
|
73.2K
$5.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.05K+ 4.68% |
$52.5K - $56.4K
|
23.5K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.01K+ 10.28% |
$50.8K - $54.6K
|
10.9K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.01K+ 17.7% |
$50.5K - $54.3K
|
6.71K
$476K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
981+ 139.35% |
$49.1K - $52.8K
|
1.69K
$120K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
978+ 13.07% |
$49K - $52.6K
|
8.46K
$600K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
948+ 1.33% |
$47.5K - $51K
|
72.4K
$5.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
944+ 1.5% |
$47.3K - $50.8K
|
63.8K
$4.52M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
936+ 126.66% |
$46.9K - $50.4K
|
1.68K
$119K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
934+ 0.48% |
$46.8K - $50.3K
|
195K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
925New |
$46.3K - $49.8K
|
925
$65.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
890+ 2.33% |
$44.6K - $47.9K
|
39K
$2.77M
|