Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.65K+ 21.11% |
$96.2K - $107K
|
9.48K
$680K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.64K+ 17.47% |
$95.5K - $106K
|
11K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.63K+ 0.82% |
$95K - $105K
|
201K
$14.4M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.63K+ 14.31% |
$94.8K - $105K
|
13K
$932K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.58K+ 293.69% |
$92.2K - $102K
|
2.12K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.55K+ 8.61% |
$90.3K - $100K
|
19.5K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.53K+ 1.22% |
$89.3K - $99K
|
128K
$9.16M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.48K+ 9.66% |
$85.9K - $95.2K
|
16.7K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.47K+ 17.32% |
$85.7K - $94.9K
|
9.96K
$715K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 65.95% |
$85.4K - $94.6K
|
3.69K
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.43K+ 7.59% |
$83.1K - $92K
|
20.2K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 3.17% |
$82.4K - $91.3K
|
46.1K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.38K+ 2.77% |
$80.3K - $89K
|
51.1K
$3.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.35K+ 2.76% |
$78.7K - $87.2K
|
50.3K
$3.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.31K+ 40.72% |
$76.2K - $84.4K
|
4.52K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 2.85% |
$73.4K - $81.3K
|
45.6K
$3.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.25K+ 9.04% |
$72.7K - $80.6K
|
15.1K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
1.24K+ 26.55% |
$72.2K - $80K
|
5.91K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.24K+ 9.51% |
$71.9K - $79.7K
|
14.2K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.23K+ 18.43% |
$71.8K - $79.5K
|
7.92K
$568K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.23K+ 12.47% |
$71.6K - $79.3K
|
11.1K
$796K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.21K+ 23.39% |
$70.5K - $78.1K
|
6.38K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.19K+ 1.24% |
$69.4K - $76.8K
|
97.2K
$6.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.19K+ 10.98% |
$69.2K - $76.6K
|
12K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.18K+ 1.46% |
$68.8K - $76.2K
|
82.1K
$5.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.17K+ 25.17% |
$68K - $75.3K
|
5.8K
$416K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.12K+ 1.89% |
$65.3K - $72.4K
|
60.5K
$4.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 14.59% |
$65.1K - $72.1K
|
8.78K
$630K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.12K+ 1.55% |
$65.1K - $72.1K
|
73.1K
$5.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.1K+ 0.82% |
$64.2K - $71.2K
|
135K
$9.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.1K+ 8.47% |
$64.2K - $71.1K
|
14.1K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.1K+ 3.73% |
$64.1K - $71K
|
30.6K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.08K+ 1.24% |
$62.7K - $69.4K
|
88.1K
$6.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.07K+ 16.32% |
$62.4K - $69.1K
|
7.63K
$548K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 3.9% |
$62.2K - $68.9K
|
28.5K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07K+ 3.38% |
$62.1K - $68.8K
|
32.6K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.06K+ 19.76% |
$61.7K - $68.4K
|
6.42K
$461K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.06K+ 0.63% |
$61.5K - $68.1K
|
168K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.05K+ 6.05% |
$61K - $67.6K
|
18.4K
$1.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.03K+ 0.67% |
$60.2K - $66.7K
|
156K
$11.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.02K+ 4.35% |
$59.5K - $65.9K
|
24.5K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.02K+ 9.94% |
$59.1K - $65.5K
|
11.2K
$805K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1K+ 20.62% |
$58.3K - $64.6K
|
5.86K
$420K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
983+ 17.17% |
$57.2K - $63.4K
|
6.71K
$481K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
949+ 45.56% |
$55.3K - $61.2K
|
3.03K
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
910+ 5.81% |
$53K - $58.7K
|
16.6K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
905+ 0.22% |
$52.7K - $58.4K
|
410K
$29.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
895+ 19.07% |
$52.1K - $57.7K
|
5.59K
$401K
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
884+ 9.17% |
$51.5K - $57K
|
10.5K
$755K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
861+ 9.32% |
$50.1K - $55.5K
|
10.1K
$724K
|