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 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.15K+ 26.09% |
$297K - $345K
|
29.7K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.08KNew |
$294K - $341K
|
6.08K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.94KNew |
$287K - $333K
|
5.94K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.76K+ 5.4% |
$278K - $323K
|
113K
$6.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5.59K+ 3.51% |
$270K - $314K
|
165K
$10.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
5.57KNew |
$269K - $312K
|
5.57K
$345K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.52KNew |
$267K - $310K
|
5.52K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.29K+ 64.03% |
$256K - $297K
|
13.6K
$840K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.27KNew |
$255K - $296K
|
5.27K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.19K+ 5.18% |
$250K - $291K
|
105K
$6.53M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
5.17KNew |
$250K - $290K
|
5.17K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.14K+ 9.6% |
$248K - $288K
|
58.6K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.13KNew |
$248K - $288K
|
5.13K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.12K+ 2.6% |
$247K - $287K
|
202K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.06K+ 1.84% |
$244K - $284K
|
280K
$17.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
5.01K+ 9.53% |
$242K - $281K
|
57.6K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.01KNew |
$242K - $281K
|
5.01K
$310K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
4.96K+ 79.56% |
$240K - $278K
|
11.2K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.87KNew |
$235K - $273K
|
4.87K
$302K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.86K+ 26.27% |
$235K - $272K
|
23.4K
$1.45M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.85KNew |
$234K - $272K
|
4.85K
$300K
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.84KNew |
$234K - $271K
|
4.84K
$300K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.6KNew |
$222K - $258K
|
4.6K
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.59K+ 118.19% |
$222K - $257K
|
8.47K
$525K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.59KNew |
$221K - $257K
|
4.59K
$284K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.58KNew |
$221K - $257K
|
4.58K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.55K+ 2.87% |
$220K - $255K
|
163K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.5K+ 19.67% |
$217K - $252K
|
27.4K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.5KNew |
$217K - $252K
|
4.5K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.47KNew |
$216K - $251K
|
4.47K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.34KNew |
$210K - $243K
|
4.34K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.33K+ 29.24% |
$209K - $243K
|
19.1K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.31KNew |
$208K - $242K
|
4.31K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.31KNew |
$208K - $242K
|
4.31K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.27KNew |
$206K - $239K
|
4.27K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.21KNew |
$203K - $236K
|
4.21K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.21KNew |
$203K - $236K
|
4.21K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.19K+ 3.98% |
$202K - $235K
|
109K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.13K+ 14.61% |
$199K - $231K
|
32.4K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.13KNew |
$199K - $231K
|
4.13K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 0.45% |
$197K - $229K
|
910K
$56.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$193K - $224K
|
4K
$248K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4K+ 0.66% |
$193K - $224K
|
614K
$38M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.98KNew |
$192K - $223K
|
3.98K
$246K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.97KNew |
$192K - $223K
|
3.97K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.96K+ 2.74% |
$191K - $222K
|
148K
$9.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
3.94KNew |
$190K - $221K
|
3.94K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.93KNew |
$190K - $220K
|
3.93K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.93K+ 11.97% |
$190K - $220K
|
36.7K
$2.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.89KNew |
$188K - $218K
|
3.89K
$241K
|