Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
141New |
$8.58K - $9.52K
|
141
$9.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
141New |
$8.58K - $9.52K
|
141
$9.98K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
140+ 2.88% |
$8.52K - $9.45K
|
5.01K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
133New |
$8.09K - $8.98K
|
133
$9.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
122+ 3.48% |
$7.42K - $8.24K
|
3.63K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
117+ 0.87% |
$7.12K - $7.9K
|
13.6K
$961K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
116New |
$7.06K - $7.83K
|
116
$8.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
116New |
$7.06K - $7.83K
|
116
$8.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
114+ 0.96% |
$6.94K - $7.7K
|
12K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
111+ 60.99% |
$6.75K - $7.49K
|
293
$20.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
110+ 41.98% |
$6.69K - $7.43K
|
372
$26.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
109+ 1.61% |
$6.63K - $7.36K
|
6.87K
$486K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
106+ 2.57% |
$6.45K - $7.16K
|
4.24K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
103+ 0.21% |
$6.27K - $6.95K
|
50.3K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
102+ 1.67% |
$6.21K - $6.89K
|
6.21K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
97New |
$5.9K - $6.55K
|
97
$6.87K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
92+ 0.65% |
$5.6K - $6.21K
|
14.2K
$1.01M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
91+ 3.41% |
$5.54K - $6.14K
|
2.76K
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
85New |
$5.17K - $5.74K
|
85
$6.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
84+ 4.58% |
$5.11K - $5.67K
|
1.92K
$136K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
84+ 6.8% |
$5.11K - $5.67K
|
1.32K
$93.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
80+ 2.27% |
$4.87K - $5.4K
|
3.6K
$255K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.55% |
$4.68K - $5.2K
|
5.03K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
75+ 0.06% |
$4.56K - $5.06K
|
120K
$8.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
70+ 2333.33% |
$4.26K - $4.73K
|
73
$5.17K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
69+ 0.96% |
$4.2K - $4.66K
|
7.28K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
67+ 1.48% |
$4.08K - $4.52K
|
4.59K
$325K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
66+ 0.34% |
$4.02K - $4.46K
|
19.7K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
59+ 0.32% |
$3.59K - $3.98K
|
18.4K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
59+ 0.16% |
$3.59K - $3.98K
|
36.7K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 7.7% |
$3.35K - $3.71K
|
769
$54.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
52+ 0.88% |
$3.16K - $3.51K
|
5.95K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
51+ 0.05% |
$3.1K - $3.44K
|
113K
$8.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
51+ 0.28% |
$3.1K - $3.44K
|
18.4K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
48+ 85.71% |
$2.92K - $3.24K
|
104
$7.36K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.21% |
$2.8K - $3.11K
|
22.2K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44+ 0.2% |
$2.68K - $2.97K
|
21.8K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
44+ 0.1% |
$2.68K - $2.97K
|
45.7K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
43+ 0.32% |
$2.62K - $2.9K
|
13.5K
$954K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 0.14% |
$2.07K - $2.3K
|
24.3K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
34+ 0.31% |
$2.07K - $2.3K
|
11.1K
$788K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
34+ 0.89% |
$2.07K - $2.3K
|
3.84K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31+ 7.85% |
$1.89K - $2.09K
|
426
$30.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 0.13% |
$1.83K - $2.03K
|
24K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$1.46K - $1.62K
|
24
$1.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.32% |
$1.34K - $1.49K
|
6.98K
$494K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.28K - $1.42K
|
6.42K
$454K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20New |
$1.22K - $1.35K
|
20
$1.42K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19+ 0.43% |
$1.16K - $1.28K
|
4.42K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
18+ 0.08% |
$1.1K - $1.22K
|
22.5K
$1.59M
|