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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-30.8K- 14.92% |
$1.69M - $1.89M
|
176K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-31.4K- 25.71% |
$1.73M - $1.93M
|
90.7K
$5.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-32.5K- 5.29% |
$1.78M - $2M
|
581K
$38M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-32.9K- 83.87% |
$1.81M - $2.02M
|
6.32K
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-33K- 2.27% |
$1.82M - $2.03M
|
1.42M
$92.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-33.3K- 7.61% |
$1.83M - $2.05M
|
404K
$26.4M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-34K- 18.12% |
$1.87M - $2.09M
|
154K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-34.8K- 52.45% |
$1.91M - $2.14M
|
31.6K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.3K- 83.02% |
$2.05M - $2.3M
|
7.63K
$499K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.8K- 71.09% |
$2.08M - $2.33M
|
15.4K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.2K- 85.54% |
$2.1M - $2.35M
|
6.46K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-39.5K- 23.87% |
$2.17M - $2.43M
|
126K
$8.24M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-40.4K- 12.8% |
$2.22M - $2.49M
|
275K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-41.9K- 58.54% |
$2.3M - $2.58M
|
29.7K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-41.9K- 44.98% |
$2.3M - $2.58M
|
51.3K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43K- 25.1% |
$2.36M - $2.64M
|
128K
$8.38M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-44K- 28.43% |
$2.42M - $2.71M
|
111K
$7.24M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45.3K- 26.44% |
$2.49M - $2.79M
|
126K
$8.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-45.9K- 4.09% |
$2.52M - $2.82M
|
1.08M
$70.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-46.2K- 12.98% |
$2.54M - $2.84M
|
310K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-46.3KClosed |
$2.55M - $2.85M
|
0
$0
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47K- 32.43% |
$2.59M - $2.89M
|
98K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.4K- 3.07% |
$2.6M - $2.91M
|
1.5M
$97.8M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-50.8K- 53.86% |
$2.79M - $3.13M
|
43.5K
$2.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-51.2K- 8.62% |
$2.81M - $3.15M
|
542K
$35.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52K- 5.58% |
$2.86M - $3.2M
|
881K
$57.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-54.2K- 15.1% |
$2.98M - $3.34M
|
305K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55K- 26.47% |
$3.02M - $3.39M
|
153K
$9.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-60.3K- 14.58% |
$3.31M - $3.71M
|
353K
$23.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-61.7K- 32.77% |
$3.39M - $3.8M
|
127K
$8.28M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-63.4K- 24.64% |
$3.48M - $3.9M
|
194K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-64.7K- 10.95% |
$3.56M - $3.98M
|
526K
$34.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-67.7K- 4.08% |
$3.72M - $4.16M
|
1.59M
$104M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-68.7K- 16.44% |
$3.77M - $4.23M
|
349K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-69.4K- 6.99% |
$3.81M - $4.27M
|
923K
$60.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-75.3K- 10.8% |
$4.14M - $4.63M
|
622K
$40.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-78.7K- 93.88% |
$4.33M - $4.84M
|
5.13K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-82.8K- 9.11% |
$4.55M - $5.1M
|
827K
$54M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-84K- 65.0% |
$4.62M - $5.17M
|
45.3K
$2.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-86.9K- 7.63% |
$4.78M - $5.35M
|
1.05M
$68.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-89.2K- 11.57% |
$4.9M - $5.49M
|
682K
$44.6M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-91.8K- 55.8% |
$5.05M - $5.65M
|
72.7K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-92.1K- 22.95% |
$5.06M - $5.66M
|
309K
$20.2M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-93.5K- 17.18% |
$5.14M - $5.75M
|
451K
$29.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-113K- 7.48% |
$6.21M - $6.95M
|
1.4M
$91.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-113K- 53.28% |
$6.21M - $6.95M
|
99K
$6.47M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 1.59% |
$6.4M - $7.16M
|
7.23M
$472M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-120K- 85.67% |
$6.59M - $7.37M
|
20K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-136K- 3.63% |
$7.5M - $8.39M
|
3.62M
$237M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-139K- 9.86% |
$7.65M - $8.57M
|
1.27M
$83.2M
|