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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 0.24% |
$46.6K - $51.6K
|
338K
$24M
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-806- 5.51% |
$46.9K - $52K
|
13.8K
$981K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-818- 0.92% |
$47.6K - $52.8K
|
88K
$6.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-836- 1.96% |
$48.7K - $53.9K
|
41.8K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-838- 4.89% |
$48.8K - $54.1K
|
16.3K
$1.16M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-848- 9.04% |
$49.4K - $54.7K
|
8.53K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-878- 6.43% |
$51.1K - $56.6K
|
12.8K
$907K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-881- 16.67% |
$51.3K - $56.8K
|
4.4K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-884- 7.32% |
$51.5K - $57K
|
11.2K
$794K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-893- 4.35% |
$52K - $57.6K
|
19.6K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-919- 16.71% |
$53.5K - $59.3K
|
4.58K
$325K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-936- 4.17% |
$54.5K - $60.4K
|
21.5K
$1.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-938- 2.96% |
$54.6K - $60.5K
|
30.7K
$2.18M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-941- 16.86% |
$54.8K - $60.7K
|
4.64K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-948- 3.21% |
$55.2K - $61.2K
|
28.5K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-961- 0.89% |
$56K - $62K
|
107K
$7.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-975- 12.45% |
$56.8K - $62.9K
|
6.86K
$487K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-979- 60.77% |
$57K - $63.2K
|
632
$44.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-991- 58.12% |
$57.7K - $63.9K
|
714
$50.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-998- 3.3% |
$58.1K - $64.4K
|
29.2K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1K- 3.17% |
$58.2K - $64.5K
|
30.6K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.01K- 8.15% |
$58.5K - $64.8K
|
11.3K
$804K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.02K- 3.36% |
$59.4K - $65.8K
|
29.3K
$2.08M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 4.18% |
$61.3K - $67.9K
|
24.1K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.11K- 7.23% |
$64.4K - $71.3K
|
14.2K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.11K- 7.92% |
$64.5K - $71.5K
|
12.9K
$914K
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 2.17% |
$64.9K - $71.9K
|
50.2K
$3.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.12K- 4.87% |
$64.9K - $71.9K
|
21.8K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.13K- 25.48% |
$65.9K - $73K
|
3.31K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.16K- 6.99% |
$67.7K - $75K
|
15.5K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.17K- 12.22% |
$68K - $75.3K
|
8.39K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.2K- 2.63% |
$69.7K - $77.2K
|
44.4K
$3.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.2K- 3.34% |
$70.1K - $77.6K
|
34.9K
$2.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.21K- 24.59% |
$70.3K - $77.9K
|
3.7K
$263K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.21K- 9.22% |
$70.4K - $77.9K
|
11.9K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 3.3% |
$70.5K - $78.1K
|
35.4K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.24K- 1.1% |
$72.1K - $79.9K
|
112K
$7.92M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.24K- 9.52% |
$72.1K - $79.9K
|
11.8K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.25K- 5.05% |
$72.6K - $80.4K
|
23.4K
$1.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 1.69% |
$73.8K - $81.7K
|
73.6K
$5.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.31K- 3.46% |
$76.4K - $84.6K
|
36.6K
$2.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.38K- 44.88% |
$80.6K - $89.3K
|
1.7K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.47K- 12.16% |
$85.6K - $94.8K
|
10.6K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.49K- 10.54% |
$87K - $96.3K
|
12.7K
$899K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.51K- 2.16% |
$87.7K - $97.1K
|
68.3K
$4.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.52K- 6.88% |
$88.3K - $97.8K
|
20.5K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.57K- 29.48% |
$91.6K - $101K
|
3.76K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.58K- 3.07% |
$91.8K - $102K
|
49.7K
$3.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.65K- 19.32% |
$96K - $106K
|
6.89K
$489K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.68K- 3.11% |
$97.6K - $108K
|
52.2K
$3.7M
|