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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98.2K+ 7.36% |
$4.74M - $5.51M
|
1.43M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97.1K+ 12.16% |
$4.69M - $5.45M
|
896K
$64.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
96.2K+ 47.23% |
$4.65M - $5.39M
|
300K
$21.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
93.1K+ 110.32% |
$4.5M - $5.22M
|
178K
$12.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
90K+ 33.44% |
$4.35M - $5.05M
|
359K
$25.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
88.2K+ 49.21% |
$4.26M - $4.95M
|
268K
$19.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
88K+ 2.4% |
$4.25M - $4.93M
|
3.76M
$269M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
87KNew |
$4.2M - $4.88M
|
87K
$6.24M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
86.8KNew |
$4.19M - $4.87M
|
86.8K
$6.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.5K+ 69.53% |
$4.17M - $4.85M
|
211K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
85.5KNew |
$4.13M - $4.79M
|
85.5K
$6.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84.9K+ 54.86% |
$4.1M - $4.76M
|
240K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.6K+ 1.15% |
$4.04M - $4.69M
|
7.34M
$527M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
83.5K+ 38.84% |
$4.03M - $4.68M
|
298K
$21.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
82.3KNew |
$3.97M - $4.61M
|
82.3K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.2KNew |
$3.97M - $4.61M
|
82.2K
$5.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
81.8K+ 117.4% |
$3.95M - $4.59M
|
151K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.6K+ 19.83% |
$3.94M - $4.58M
|
493K
$35.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
80.4K+ 286989.28% |
$3.88M - $4.51M
|
80.4K
$5.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
78.8K+ 22.06% |
$3.81M - $4.42M
|
436K
$31.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
77.2K+ 16.43% |
$3.73M - $4.33M
|
547K
$39.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76.9K+ 3.0% |
$3.71M - $4.31M
|
2.64M
$189M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
72.1K+ 345.57% |
$3.48M - $4.04M
|
92.9K
$6.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
70.5KNew |
$3.4M - $3.95M
|
70.5K
$5.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
70.5KNew |
$3.4M - $3.95M
|
70.5K
$5.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
67K+ 7.09% |
$3.24M - $3.76M
|
1.01M
$72.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
66.5K+ 24.01% |
$3.21M - $3.73M
|
344K
$24.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
66.4K+ 28.27% |
$3.21M - $3.72M
|
301K
$21.6M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
64.3K+ 4.76% |
$3.11M - $3.61M
|
1.41M
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
63.4K+ 35.68% |
$3.06M - $3.56M
|
241K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
63K+ 9.97% |
$3.04M - $3.53M
|
695K
$49.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
58.1K+ 51.39% |
$2.81M - $3.26M
|
171K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
57.4KNew |
$2.77M - $3.22M
|
57.4K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
57.2K+ 1.37% |
$2.76M - $3.21M
|
4.25M
$305M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
56.9K+ 153.6% |
$2.75M - $3.19M
|
94K
$6.74M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55K+ 15.25% |
$2.66M - $3.09M
|
416K
$29.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
54.1K+ 19.37% |
$2.61M - $3.04M
|
334K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
53.9KNew |
$2.6M - $3.02M
|
53.9K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
52.1K+ 290.73% |
$2.52M - $2.92M
|
70K
$5.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
52K+ 31.85% |
$2.51M - $2.92M
|
215K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.3K+ 32.76% |
$2.48M - $2.88M
|
208K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49.8K+ 14.19% |
$2.41M - $2.79M
|
401K
$28.8M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
49.2KNew |
$2.38M - $2.76M
|
49.2K
$3.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
47.7K+ 40.41% |
$2.3M - $2.67M
|
166K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
47.6K+ 86.36% |
$2.3M - $2.67M
|
103K
$7.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
47.5KNew |
$2.29M - $2.66M
|
47.5K
$3.41M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
46.6KNew |
$2.25M - $2.61M
|
46.6K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
43.9K+ 7.95% |
$2.12M - $2.46M
|
596K
$42.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
43.7KNew |
$2.11M - $2.45M
|
43.7K
$3.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
43K+ 9.26% |
$2.08M - $2.41M
|
507K
$36.4M
|