Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-27- 0.33% |
$1.57K - $1.74K
|
8.15K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-31- 1.66% |
$1.81K - $2K
|
1.83K
$130K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-35- 0.89% |
$2.04K - $2.26K
|
3.9K
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-36- 0.24% |
$2.1K - $2.32K
|
15K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-38- 0.48% |
$2.21K - $2.45K
|
7.84K
$556K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-38- 0.5% |
$2.21K - $2.45K
|
7.56K
$536K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 0.12% |
$2.33K - $2.58K
|
32.9K
$2.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-43- 18.45% |
$2.5K - $2.77K
|
190
$13.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-47- 0.18% |
$2.74K - $3.03K
|
26.1K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-48- 1.16% |
$2.8K - $3.1K
|
4.11K
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-50- 0.18% |
$2.91K - $3.23K
|
27K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 64.71% |
$3.2K - $3.55K
|
30
$2.13K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-55- 0.11% |
$3.2K - $3.55K
|
50.4K
$3.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-58- 0.02% |
$3.38K - $3.74K
|
341K
$24.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-62- 0.07% |
$3.61K - $4K
|
89.4K
$6.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-66- 0.52% |
$3.84K - $4.26K
|
12.6K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-73- 0.19% |
$4.25K - $4.71K
|
38.9K
$2.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-80- 1.58% |
$4.66K - $5.16K
|
4.98K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-83- 0.86% |
$4.83K - $5.35K
|
9.54K
$677K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-84- 10.4% |
$4.89K - $5.42K
|
724
$51.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-86- 43.88% |
$5.01K - $5.55K
|
110
$7.81K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-87- 0.27% |
$5.07K - $5.61K
|
32.2K
$2.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-96- 0.13% |
$5.59K - $6.19K
|
73.5K
$5.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-96- 0.21% |
$5.59K - $6.19K
|
45.7K
$3.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-97- 12.52% |
$5.65K - $6.26K
|
678
$48.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-103- 0.25% |
$6K - $6.64K
|
40.9K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-108- 10.13% |
$6.29K - $6.97K
|
958
$68K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 2.15% |
$6.35K - $7.03K
|
4.96K
$352K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-117- 0.43% |
$6.81K - $7.55K
|
27.1K
$1.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-121- 0.59% |
$7.05K - $7.81K
|
20.4K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-126- 3.79% |
$7.34K - $8.13K
|
3.2K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-132- 2.9% |
$7.69K - $8.52K
|
4.41K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-141- 8.4% |
$8.21K - $9.1K
|
1.54K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-141Closed |
$8.21K - $9.1K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-143- 0.84% |
$8.33K - $9.22K
|
16.8K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-151- 0.68% |
$8.79K - $9.74K
|
22.2K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-157- 0.84% |
$9.14K - $10.1K
|
18.5K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-172- 0.42% |
$10K - $11.1K
|
40.4K
$2.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-190- 1.33% |
$11.1K - $12.3K
|
14.1K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-190- 4.63% |
$11.1K - $12.3K
|
3.92K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-191- 0.9% |
$11.1K - $12.3K
|
21.1K
$1.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-193- 0.27% |
$11.2K - $12.5K
|
70.3K
$4.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-196- 8.28% |
$11.4K - $12.6K
|
2.17K
$154K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-197- 1.51% |
$11.5K - $12.7K
|
12.8K
$912K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-198- 0.81% |
$11.5K - $12.8K
|
24.3K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-200- 2.17% |
$11.6K - $12.9K
|
9.01K
$639K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-221- 5.01% |
$12.9K - $14.3K
|
4.19K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-237- 5.36% |
$13.8K - $15.3K
|
4.18K
$297K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-246- 61.65% |
$14.3K - $15.9K
|
153
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-249- 0.33% |
$14.5K - $16.1K
|
76.3K
$5.42M
|