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 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.12K- 1.49% |
$281K - $315K
|
339K
$23.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.14K- 25.62% |
$282K - $316K
|
14.9K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.19K- 11.61% |
$285K - $319K
|
39.5K
$2.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-5.39K- 38.72% |
$296K - $332K
|
8.54K
$603K
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.4K- 53.62% |
$297K - $332K
|
4.67K
$330K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.42K- 0.88% |
$298K - $333K
|
614K
$43.4M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.53K- 51.03% |
$304K - $340K
|
5.3K
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.53K- 4.99% |
$304K - $341K
|
105K
$7.45M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.75K- 5.59% |
$316K - $354K
|
97.1K
$6.86M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.77K- 2.61% |
$317K - $355K
|
216K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.98K- 11.21% |
$329K - $368K
|
47.4K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6.19K- 3.8% |
$340K - $381K
|
157K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-6.24K- 50.28% |
$343K - $384K
|
6.17K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 2.93% |
$355K - $397K
|
214K
$15.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.5K- 17.7% |
$357K - $400K
|
30.2K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6.5K- 59.3% |
$357K - $400K
|
4.46K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.58K- 39.77% |
$362K - $405K
|
9.96K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-6.69K- 4.83% |
$368K - $412K
|
132K
$9.32M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6.78K- 8.86% |
$373K - $417K
|
69.8K
$4.93M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.93K- 8.75% |
$381K - $427K
|
72.3K
$5.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.05K- 17.32% |
$387K - $433K
|
33.6K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7.37K- 5.71% |
$405K - $454K
|
122K
$8.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-7.48K- 25.52% |
$411K - $460K
|
21.8K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-7.5K- 12.94% |
$412K - $461K
|
50.5K
$3.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.89K- 25.88% |
$433K - $485K
|
22.6K
$1.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-8.04K- 5.31% |
$442K - $494K
|
143K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.16K- 7.54% |
$448K - $502K
|
100K
$7.07M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.27K- 12.61% |
$454K - $509K
|
57.3K
$4.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-8.27K- 2.36% |
$455K - $509K
|
342K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.3K- 3.44% |
$456K - $511K
|
233K
$16.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.32K- 1.15% |
$457K - $512K
|
716K
$50.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.33K- 15.46% |
$458K - $513K
|
45.6K
$3.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.47K- 1.43% |
$466K - $521K
|
586K
$41.4M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-8.66K- 17.59% |
$476K - $533K
|
40.6K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.84K- 12.63% |
$486K - $544K
|
61.2K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.04K- 1.65% |
$497K - $556K
|
538K
$38M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.36K- 16.77% |
$515K - $576K
|
46.5K
$3.28M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.8K- 70.43% |
$539K - $603K
|
4.12K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-9.94K- 7.3% |
$546K - $611K
|
126K
$8.91M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-10.3K- 37.87% |
$564K - $631K
|
16.8K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-10.9K- 6.81% |
$601K - $673K
|
150K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-11K- 16.77% |
$606K - $679K
|
54.7K
$3.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-11.4K- 6.85% |
$626K - $701K
|
155K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.7K- 7.63% |
$643K - $720K
|
142K
$10M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-11.9K- 5.39% |
$652K - $730K
|
208K
$14.7M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-12.3K- 8.27% |
$678K - $759K
|
137K
$9.66M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.4K- 9.66% |
$681K - $763K
|
116K
$8.19M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 1.47% |
$692K - $775K
|
844K
$59.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-12.6K- 1.85% |
$695K - $778K
|
670K
$47.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12.8K- 3.91% |
$702K - $785K
|
314K
$22.2M
|