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 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.9K- 19.1% |
$711K - $796K
|
54.8K
$3.87M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-13K- 8.66% |
$713K - $798K
|
137K
$9.67M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.2K- 10.45% |
$723K - $809K
|
113K
$7.97M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.4K- 20.09% |
$736K - $824K
|
53.3K
$3.77M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.6K- 4.07% |
$748K - $838K
|
321K
$22.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-13.8K- 97.73% |
$760K - $850K
|
321
$22.7K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.3K- 3.1% |
$787K - $881K
|
448K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-14.5K- 4.86% |
$795K - $890K
|
283K
$20M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.5K- 24.75% |
$798K - $893K
|
44.1K
$3.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-15.5K- 17.66% |
$851K - $953K
|
72.2K
$5.1M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-15.6K- 14.84% |
$859K - $962K
|
89.7K
$6.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15.8K- 3.12% |
$869K - $973K
|
491K
$34.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16K- 9.37% |
$879K - $984K
|
155K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-16.2K- 59.34% |
$889K - $995K
|
11.1K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16.2K- 41.01% |
$892K - $999K
|
23.4K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.6K- 15.73% |
$911K - $1.02M
|
88.8K
$6.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-16.6K- 36.63% |
$912K - $1.02M
|
28.7K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-17.2K- 4.81% |
$947K - $1.06M
|
341K
$24.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.9K- 7.21% |
$985K - $1.1M
|
231K
$16.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.1K- 61.86% |
$993K - $1.11M
|
11.1K
$787K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.3K- 18.05% |
$1M - $1.12M
|
82.9K
$5.86M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.4K- 0.83% |
$1.01M - $1.13M
|
2.2M
$156M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19K- 81.09% |
$1.04M - $1.17M
|
4.42K
$312K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.1K- 43.81% |
$1.05M - $1.18M
|
24.6K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-19.8K- 39.48% |
$1.09M - $1.22M
|
30.4K
$2.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-20.2K- 5.94% |
$1.11M - $1.24M
|
320K
$22.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-20.3K- 6.31% |
$1.12M - $1.25M
|
301K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-21.2K- 12.38% |
$1.17M - $1.3M
|
150K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21.3K- 2.56% |
$1.17M - $1.31M
|
813K
$57.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.5K- 1.6% |
$1.18M - $1.33M
|
1.32M
$93.5M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.9K- 16.96% |
$1.21M - $1.35M
|
107K
$7.59M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-22.2K- 30.49% |
$1.22M - $1.36M
|
50.5K
$3.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-23.8K- 2.21% |
$1.31M - $1.46M
|
1.05M
$74.5M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-23.9K- 47.08% |
$1.32M - $1.47M
|
26.9K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-24K- 79.62% |
$1.32M - $1.48M
|
6.15K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.5K- 28.65% |
$1.35M - $1.51M
|
61K
$4.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-24.8K- 2.45% |
$1.36M - $1.53M
|
988K
$69.8M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-25.2K- 15.86% |
$1.38M - $1.55M
|
134K
$9.44M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-26.7K- 4.11% |
$1.47M - $1.64M
|
622K
$43.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27.9K- 5.01% |
$1.53M - $1.72M
|
528K
$37.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-28K- 6.44% |
$1.54M - $1.72M
|
407K
$28.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-30.8K- 14.92% |
$1.69M - $1.89M
|
176K
$12.4M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-31.4K- 25.71% |
$1.73M - $1.93M
|
90.7K
$6.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-32.5K- 5.29% |
$1.78M - $2M
|
581K
$41.1M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-32.9K- 83.87% |
$1.81M - $2.02M
|
6.32K
$446K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-33K- 2.27% |
$1.82M - $2.03M
|
1.42M
$100M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-33.3K- 7.61% |
$1.83M - $2.05M
|
404K
$28.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-34K- 18.12% |
$1.87M - $2.09M
|
154K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-34.8K- 52.45% |
$1.91M - $2.14M
|
31.6K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.3K- 83.02% |
$2.05M - $2.3M
|
7.63K
$539K
|