Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-35- 10.29% |
$1.75K - $1.88K
|
305
$21.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-40- 0.23% |
$2K - $2.15K
|
17.6K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-42- 0.9% |
$2.1K - $2.26K
|
4.64K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-48- 0.64% |
$2.4K - $2.58K
|
7.42K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-61- 13.86% |
$3.06K - $3.28K
|
379
$26.5K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-69- 1.2% |
$3.46K - $3.71K
|
5.7K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-72- 6.32% |
$3.61K - $3.87K
|
1.07K
$74.8K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-72- 6.32% |
$3.61K - $3.87K
|
1.07K
$74.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-76- 1.07% |
$3.81K - $4.09K
|
7.03K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-79- 1.7% |
$3.96K - $4.25K
|
4.56K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-81- 0.19% |
$4.06K - $4.36K
|
42.9K
$3M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-88- 0.3% |
$4.41K - $4.74K
|
29.2K
$2.05M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-89- 1.39% |
$4.46K - $4.79K
|
6.33K
$443K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-96- 5.78% |
$4.81K - $5.17K
|
1.57K
$110K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-113- 2.18% |
$5.66K - $6.08K
|
5.06K
$355K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-134- 9.64% |
$6.71K - $7.21K
|
1.26K
$88K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-145- 22.87% |
$7.26K - $7.8K
|
489
$34.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-152- 1.07% |
$7.61K - $8.18K
|
14.1K
$985K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-154- 0.83% |
$7.71K - $8.29K
|
18.5K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-165- 3.65% |
$8.26K - $8.88K
|
4.35K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-170- 14.74% |
$8.52K - $9.15K
|
983
$68.9K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-179- 2.64% |
$8.97K - $9.63K
|
6.6K
$462K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-192- 0.37% |
$9.62K - $10.3K
|
52.1K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-193- 7.09% |
$9.67K - $10.4K
|
2.53K
$177K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-209- 3.01% |
$10.5K - $11.2K
|
6.74K
$472K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-210- 0.62% |
$10.5K - $11.3K
|
33.6K
$2.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-236- 5.0% |
$11.8K - $12.7K
|
4.48K
$314K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-248- 0.85% |
$12.4K - $13.3K
|
28.8K
$2.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-255- 0.85% |
$12.8K - $13.7K
|
29.6K
$2.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-266- 0.73% |
$13.3K - $14.3K
|
36.3K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-271- 0.33% |
$13.6K - $14.6K
|
80.8K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-274- 0.95% |
$13.7K - $14.7K
|
28.4K
$1.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-318- 3.28% |
$15.9K - $17.1K
|
9.37K
$656K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-354- 7.31% |
$17.7K - $19K
|
4.49K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-355- 0.45% |
$17.8K - $19.1K
|
78.6K
$5.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-360- 6.58% |
$18K - $19.4K
|
5.11K
$358K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-378- 5.68% |
$18.9K - $20.3K
|
6.28K
$440K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-387- 4.81% |
$19.4K - $20.8K
|
7.66K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-390- 14.93% |
$19.5K - $21K
|
2.22K
$156K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-390- 1.94% |
$19.5K - $21K
|
19.7K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-392- 7.4% |
$19.6K - $21.1K
|
4.91K
$344K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-411- 5.62% |
$20.6K - $22.1K
|
6.91K
$484K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-436- 5.15% |
$21.8K - $23.5K
|
8.03K
$562K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-468- 2.52% |
$23.4K - $25.2K
|
18.1K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-468- 0.84% |
$23.4K - $25.2K
|
54.9K
$3.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-483- 5.85% |
$24.2K - $26K
|
7.77K
$544K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-527- 0.74% |
$26.4K - $28.4K
|
71.1K
$4.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-535- 71.24% |
$26.8K - $28.8K
|
216
$15.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-540- 10.76% |
$27K - $29.1K
|
4.48K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-558- 3.49% |
$28K - $30K
|
15.4K
$1.08M
|