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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-1.7K- 2.46% |
$98.8K - $109K
|
67.4K
$4.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.81K- 4.58% |
$105K - $117K
|
37.7K
$2.67M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 3.43% |
$109K - $121K
|
52.9K
$3.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.94K- 4.25% |
$113K - $125K
|
43.6K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.02K- 11.65% |
$118K - $130K
|
15.3K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.02K- 14.76% |
$118K - $131K
|
11.7K
$830K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.03K- 45.46% |
$118K - $131K
|
2.43K
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.05K- 0.07% |
$119K - $132K
|
2.8M
$199M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 4.0% |
$120K - $132K
|
49.2K
$3.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.09K- 0.64% |
$122K - $135K
|
322K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.14K- 7.4% |
$124K - $138K
|
26.8K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.29K- 2.43% |
$133K - $147K
|
91.7K
$6.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.31K- 36.57% |
$135K - $149K
|
4.01K
$284K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.35K- 8.85% |
$137K - $152K
|
24.2K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.76K- 9.71% |
$161K - $178K
|
25.6K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.79K- 1.05% |
$162K - $180K
|
262K
$18.6M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.83K- 2.89% |
$165K - $183K
|
95.2K
$6.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.87K- 0.93% |
$167K - $185K
|
307K
$21.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.93K- 27.54% |
$171K - $189K
|
7.71K
$547K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 26.47% |
$171K - $189K
|
8.15K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.97K- 45.71% |
$173K - $192K
|
3.53K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3K- 7.17% |
$175K - $194K
|
38.9K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 0.37% |
$176K - $195K
|
810K
$57.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.07K- 13.54% |
$179K - $198K
|
19.6K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.09K- 2.55% |
$180K - $199K
|
118K
$8.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.11K- 5.42% |
$181K - $200K
|
54.2K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.22K- 13.79% |
$188K - $208K
|
20.1K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.27K- 18.9% |
$190K - $211K
|
14K
$996K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.29K- 9.54% |
$192K - $212K
|
31.2K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.33K- 1.58% |
$194K - $215K
|
208K
$14.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.37K- 13.15% |
$196K - $217K
|
22.3K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.39K- 20.16% |
$197K - $219K
|
13.4K
$953K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3.6K- 11.64% |
$209K - $232K
|
27.3K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.71K- 4.14% |
$216K - $239K
|
86K
$6.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.76K- 12.05% |
$219K - $242K
|
27.4K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.89K- 2.6% |
$227K - $251K
|
146K
$10.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.23K- 3.3% |
$246K - $273K
|
124K
$8.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-4.31K- 7.57% |
$251K - $278K
|
52.6K
$3.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.4K- 0.71% |
$256K - $284K
|
617K
$43.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.46K- 24.63% |
$260K - $288K
|
13.7K
$969K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.51K- 2.92% |
$263K - $291K
|
150K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.52K- 10.23% |
$263K - $291K
|
39.6K
$2.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.86K- 16.86% |
$283K - $313K
|
24K
$1.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.91K- 21.74% |
$286K - $317K
|
17.7K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.05K- 6.98% |
$294K - $326K
|
67.3K
$4.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.25K- 3.31% |
$306K - $339K
|
153K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-5.27K- 4.15% |
$307K - $340K
|
122K
$8.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.27K- 11.19% |
$307K - $340K
|
41.8K
$2.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.34K- 24.94% |
$311K - $344K
|
16.1K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.35K- 12.96% |
$312K - $345K
|
35.9K
$2.55M
|