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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.63KNew |
$175K - $204K
|
3.63K
$248K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.63KNew |
$175K - $204K
|
3.63K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$174K - $202K
|
3.6K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.58KNew |
$173K - $201K
|
3.58K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.49K+ 24.6% |
$168K - $196K
|
17.7K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.48K+ 8.92% |
$168K - $195K
|
42.5K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.41K+ 5.45% |
$165K - $191K
|
66K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.36K+ 31.89% |
$162K - $189K
|
13.9K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.09K+ 0.89% |
$149K - $173K
|
351K
$24M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.97K+ 38.21% |
$143K - $167K
|
10.7K
$734K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.82K+ 1.95% |
$136K - $158K
|
147K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.65K+ 2.78% |
$128K - $149K
|
97.9K
$6.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.64K+ 11.12% |
$127K - $148K
|
26.3K
$1.8M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.63K+ 5.51% |
$127K - $148K
|
50.4K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.62K+ 4.27% |
$126K - $147K
|
64K
$4.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.56K+ 17093.33% |
$124K - $144K
|
2.58K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.5K+ 29.99% |
$121K - $140K
|
10.8K
$740K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.49K+ 6.99% |
$120K - $140K
|
38.1K
$2.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.45KNew |
$118K - $138K
|
2.45K
$168K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.44K+ 7.27% |
$118K - $137K
|
36K
$2.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.4K+ 1.71% |
$116K - $134K
|
143K
$9.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.37KNew |
$114K - $133K
|
2.37K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.34K+ 2.3% |
$113K - $131K
|
104K
$7.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.3K+ 41.24% |
$111K - $129K
|
7.87K
$538K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.27K+ 2.69% |
$110K - $128K
|
86.9K
$5.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.15K+ 1.21% |
$104K - $120K
|
179K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.06K+ 40.66% |
$99.4K - $115K
|
7.12K
$486K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.03KNew |
$97.8K - $114K
|
2.03K
$138K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.01K+ 3.47% |
$97.1K - $113K
|
59.9K
$4.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.99K+ 14.05% |
$95.9K - $111K
|
16.1K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.95K+ 2.44% |
$94.2K - $109K
|
81.8K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.94K+ 45.66% |
$93.4K - $109K
|
6.17K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.92KNew |
$92.5K - $107K
|
1.92K
$131K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.87K+ 21.54% |
$90.3K - $105K
|
10.6K
$721K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.87K+ 1.06% |
$90.2K - $105K
|
178K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 5.08% |
$89.2K - $104K
|
38.3K
$2.61M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.84K+ 24.8% |
$88.8K - $103K
|
9.25K
$632K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.79K+ 12750.0% |
$86.2K - $100K
|
1.8K
$123K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.75K+ 14.52% |
$84.5K - $98.1K
|
13.8K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.72K+ 4.54% |
$83K - $96.3K
|
39.6K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.63K+ 25.41% |
$78.8K - $91.5K
|
8.05K
$550K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 4.52% |
$76.8K - $89.2K
|
36.8K
$2.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.58K+ 3.61% |
$76.2K - $88.5K
|
45.3K
$3.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.58K+ 6.67% |
$76.1K - $88.3K
|
25.2K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.54K+ 2.39% |
$74.1K - $86.1K
|
65.8K
$4.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 0.21% |
$73.8K - $85.7K
|
734K
$50.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 2.38% |
$73.3K - $85.1K
|
65.3K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.51K+ 29.54% |
$72.9K - $84.6K
|
6.62K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.47K+ 1.87% |
$71K - $82.4K
|
80.1K
$5.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.42K+ 11.67% |
$68.5K - $79.6K
|
13.6K
$927K
|