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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.05KNew |
$247K - $274K
|
4.05K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.04KNew |
$246K - $273K
|
4.04K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$245K - $272K
|
4.04K
$286K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.02KNew |
$245K - $271K
|
4.02K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.97K+ 28.32% |
$242K - $268K
|
18K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.91K+ 7.66% |
$238K - $264K
|
55K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.9K+ 4.76% |
$237K - $263K
|
85.8K
$6.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3.9K+ 19.9% |
$237K - $263K
|
23.5K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.89K+ 13.26% |
$237K - $263K
|
33.2K
$2.35M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3.83K+ 126.39% |
$233K - $259K
|
6.86K
$486K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81K+ 2.73% |
$232K - $257K
|
144K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8KNew |
$231K - $257K
|
3.8K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.77K+ 50.92% |
$230K - $255K
|
11.2K
$792K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
3.75KNew |
$228K - $253K
|
3.75K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.74KNew |
$227K - $252K
|
3.74K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$225K - $250K
|
3.7K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.68K+ 60.94% |
$224K - $248K
|
9.71K
$688K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 2.22% |
$223K - $248K
|
169K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.66K+ 5.64% |
$222K - $247K
|
68.5K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.63K+ 25.52% |
$221K - $245K
|
17.9K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.58KNew |
$218K - $242K
|
3.58K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.53KNew |
$215K - $238K
|
3.53K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.48KNew |
$212K - $235K
|
3.48K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.45KNew |
$210K - $233K
|
3.45K
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.4KNew |
$207K - $229K
|
3.4K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 7.42% |
$206K - $228K
|
49K
$3.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.37KNew |
$205K - $228K
|
3.37K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.37K+ 11.13% |
$205K - $228K
|
33.7K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.33K+ 20.75% |
$203K - $225K
|
19.4K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.31KNew |
$201K - $223K
|
3.31K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.3K+ 23.38% |
$201K - $223K
|
17.4K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29KNew |
$200K - $222K
|
3.29K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.26K+ 75.28% |
$198K - $220K
|
7.59K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 6.08% |
$196K - $217K
|
56.2K
$3.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
3.1KNew |
$188K - $209K
|
3.1K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.09KNew |
$188K - $209K
|
3.09K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.04KNew |
$185K - $205K
|
3.04K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 5.96% |
$184K - $205K
|
53.8K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.02KNew |
$184K - $204K
|
3.02K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.01KNew |
$183K - $203K
|
3.01K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$183K - $203K
|
3K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3K+ 120.0% |
$183K - $203K
|
5.5K
$389K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.97KNew |
$181K - $201K
|
2.97K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$181K - $200K
|
2.97K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.97KNew |
$181K - $200K
|
2.97K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.91K+ 0.38% |
$177K - $196K
|
759K
$53.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.9K+ 4.33% |
$177K - $196K
|
70K
$4.96M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 59.67% |
$173K - $192K
|
7.62K
$539K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.84K+ 26.99% |
$173K - $192K
|
13.4K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2.84KNew |
$173K - $192K
|
2.84K
$201K
|