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 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20.4K- 16.74% |
$1.19M - $1.31M
|
101K
$7.19M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-21.1K- 8.04% |
$1.23M - $1.36M
|
241K
$17.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-21.3K- 12.01% |
$1.24M - $1.37M
|
156K
$11.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.6K- 34.7% |
$1.32M - $1.46M
|
42.5K
$3.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-23.2K- 16.69% |
$1.35M - $1.5M
|
116K
$8.23M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-23.9K- 26.3% |
$1.39M - $1.54M
|
66.8K
$4.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-24.2K- 52.19% |
$1.41M - $1.56M
|
22.2K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-25.3K- 3.25% |
$1.47M - $1.63M
|
751K
$53.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-26.9K- 5.11% |
$1.57M - $1.73M
|
499K
$35.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28.1K- 2.05% |
$1.64M - $1.81M
|
1.35M
$95.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-30.4K- 41.82% |
$1.77M - $1.96M
|
42.3K
$3M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-30.7K- 60.69% |
$1.79M - $1.98M
|
19.9K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.2K- 9.73% |
$1.82M - $2.01M
|
290K
$20.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-31.3K- 22.88% |
$1.82M - $2.02M
|
105K
$7.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-32.6K- 9.6% |
$1.9M - $2.11M
|
307K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-34.8K- 72.0% |
$2.03M - $2.24M
|
13.5K
$960K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-35.8K- 10.15% |
$2.09M - $2.31M
|
317K
$22.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-36.8K- 8.79% |
$2.14M - $2.37M
|
381K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.8K- 54.39% |
$2.2M - $2.44M
|
31.7K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41.4K- 54.6% |
$2.41M - $2.67M
|
34.4K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-41.5K- 13.41% |
$2.41M - $2.67M
|
268K
$19M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.6K- 2.98% |
$2.48M - $2.75M
|
1.39M
$98.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-42.8K- 1.79% |
$2.49M - $2.76M
|
2.35M
$167M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-44.5K- 24.44% |
$2.59M - $2.87M
|
138K
$9.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-44.6K- 21.45% |
$2.6M - $2.88M
|
164K
$11.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-45.5K- 15.11% |
$2.65M - $2.94M
|
256K
$18.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-45.6K- 4.61% |
$2.65M - $2.94M
|
942K
$66.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-46.2K- 11.14% |
$2.69M - $2.98M
|
368K
$26.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-47.5K- 29.11% |
$2.77M - $3.06M
|
116K
$8.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-49K- 6.35% |
$2.86M - $3.16M
|
723K
$51.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-52.7K- 76.53% |
$3.07M - $3.4M
|
16.2K
$1.15M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-55.8K- 38.87% |
$3.25M - $3.6M
|
87.7K
$6.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-56.8K- 61.94% |
$3.31M - $3.67M
|
34.9K
$2.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-60.9K- 15.07% |
$3.55M - $3.93M
|
343K
$24.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61.7K- 14.37% |
$3.59M - $3.98M
|
368K
$26.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-65.2K- 14.95% |
$3.79M - $4.2M
|
371K
$26.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-65.2K- 60.16% |
$3.8M - $4.21M
|
43.2K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-68K- 19.68% |
$3.96M - $4.39M
|
278K
$19.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-71.5K- 10.1% |
$4.16M - $4.61M
|
636K
$45.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-78.7K- 12.08% |
$4.58M - $5.08M
|
573K
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-78.7K- 86.39% |
$4.58M - $5.08M
|
12.4K
$879K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-79.3K- 22.1% |
$4.62M - $5.12M
|
280K
$19.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-80.3K- 7.47% |
$4.68M - $5.18M
|
995K
$70.6M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84.1K- 8.2% |
$4.9M - $5.42M
|
942K
$66.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-85K- 15.45% |
$4.95M - $5.48M
|
465K
$33M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-90.8K- 5.71% |
$5.29M - $5.86M
|
1.5M
$106M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-91.3K- 25.87% |
$5.32M - $5.89M
|
262K
$18.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-91.4K- 42.87% |
$5.32M - $5.9M
|
122K
$8.64M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-93.8K- 28.65% |
$5.46M - $6.05M
|
234K
$16.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-94.8K- 11.08% |
$5.52M - $6.11M
|
761K
$54M
|