Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-844- 3.26% |
$46.4K - $51.9K
|
25K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-850- 0.42% |
$46.7K - $52.3K
|
203K
$14.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-872- 2.33% |
$47.9K - $53.7K
|
36.6K
$2.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-891- 11.67% |
$49K - $54.8K
|
6.74K
$476K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-906- 6.51% |
$49.8K - $55.7K
|
13K
$919K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-920- 5.42% |
$50.6K - $56.6K
|
16.1K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-934- 3.97% |
$51.3K - $57.5K
|
22.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-960- 1.17% |
$52.8K - $59.1K
|
80.9K
$5.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-975- 0.66% |
$53.6K - $60K
|
147K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-978- 1.87% |
$53.8K - $60.2K
|
51.3K
$3.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-988- 3.18% |
$54.3K - $60.8K
|
30K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.02K- 10.38% |
$55.8K - $62.5K
|
8.77K
$620K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 12.65% |
$55.8K - $62.5K
|
7.02K
$496K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.05K- 23.05% |
$57.8K - $64.7K
|
3.51K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.06K- 24.4% |
$58.2K - $65.2K
|
3.28K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.14K- 6.73% |
$62.6K - $70K
|
15.8K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.15K- 9.72% |
$63K - $70.5K
|
10.6K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.17K- 0.73% |
$64.1K - $71.8K
|
159K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.17K- 7.14% |
$64.4K - $72.1K
|
15.2K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.18K- 26.25% |
$64.9K - $72.6K
|
3.32K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.2K- 32.35% |
$66K - $73.8K
|
2.51K
$177K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.2K- 3.76% |
$66.2K - $74.1K
|
30.8K
$2.18M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.23K- 11.09% |
$67.6K - $75.7K
|
9.87K
$697K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.25K- 2.5% |
$68.9K - $77.2K
|
48.9K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 22.08% |
$70.6K - $79.1K
|
4.54K
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.3K- 23.91% |
$71.4K - $79.9K
|
4.13K
$292K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 10.74% |
$71.6K - $80.2K
|
10.8K
$765K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.31K- 2.97% |
$71.7K - $80.3K
|
42.6K
$3.01M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.33K- 11.03% |
$73.3K - $82.1K
|
10.8K
$761K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.36K- 8.77% |
$74.9K - $83.8K
|
14.2K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.38K- 20.87% |
$76.1K - $85.2K
|
5.25K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.4K- 27.04% |
$76.8K - $86K
|
3.77K
$267K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.42K- 7.71% |
$77.8K - $87.1K
|
16.9K
$1.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.44K- 31.37% |
$78.9K - $88.3K
|
3.14K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.46K- 10.7% |
$80.3K - $89.8K
|
12.2K
$861K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.46K- 10.09% |
$80.5K - $90.1K
|
13K
$922K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.53K- 4.03% |
$84K - $94.1K
|
36.4K
$2.57M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.55K- 4.22% |
$85.2K - $95.4K
|
35.2K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.58K- 5.51% |
$86.6K - $97K
|
27K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.59K- 0.89% |
$87.6K - $98.1K
|
177K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.62K- 5.94% |
$88.9K - $99.6K
|
25.6K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.63K- 1.57% |
$89.5K - $100K
|
102K
$7.2M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.67K- 15.93% |
$92K - $103K
|
8.83K
$624K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.69K- 23.9% |
$93.1K - $104K
|
5.39K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.8K- 8.05% |
$98.8K - $111K
|
20.5K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.82K- 93.57% |
$100K - $112K
|
125
$8.83K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 5.08% |
$101K - $113K
|
34.5K
$2.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.85K- 35.93% |
$102K - $114K
|
3.3K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.87K- 33.56% |
$103K - $115K
|
3.7K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 16.38% |
$105K - $118K
|
9.75K
$689K
|