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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.88K- 2.65% |
$345K - $370K
|
252K
$17.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.97K- 2.06% |
$349K - $375K
|
331K
$23.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.13K- 13.82% |
$357K - $384K
|
44.5K
$3.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.31K- 6.3% |
$366K - $394K
|
109K
$7.69M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7.65K- 16.33% |
$383K - $411K
|
39.2K
$2.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7.84K- 2.29% |
$393K - $422K
|
334K
$23.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8K- 6.52% |
$401K - $430K
|
115K
$8.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.03K- 1.32% |
$402K - $432K
|
599K
$42.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.04K- 59.07% |
$403K - $433K
|
5.57K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-8.1K- 40.2% |
$406K - $436K
|
12.1K
$852K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.2K- 8.07% |
$411K - $441K
|
93.4K
$6.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.31K- 9.45% |
$416K - $447K
|
79.7K
$5.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-8.76K- 1.04% |
$439K - $471K
|
835K
$59M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.1K- 1.43% |
$456K - $489K
|
627K
$44.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-9.23K- 8.03% |
$462K - $497K
|
106K
$7.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9.29K- 50.51% |
$465K - $500K
|
9.1K
$643K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-9.92K- 99.88% |
$497K - $534K
|
12
$848
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-9.95K- 22.9% |
$499K - $536K
|
33.5K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-10.1K- 5.62% |
$504K - $542K
|
169K
$12M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.4K- 1.4% |
$522K - $561K
|
732K
$51.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 31.4% |
$532K - $571K
|
23.2K
$1.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 6.79% |
$543K - $584K
|
149K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9K- 57.16% |
$548K - $589K
|
8.21K
$580K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-11.1K- 13.29% |
$556K - $598K
|
72.5K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.9K- 6.12% |
$594K - $638K
|
182K
$12.9M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.9K- 26.16% |
$597K - $641K
|
33.6K
$2.38M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12.3K- 3.53% |
$615K - $661K
|
336K
$23.7M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13.1K- 5.15% |
$654K - $703K
|
240K
$17M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.1K- 11.12% |
$657K - $706K
|
105K
$7.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-14.8K- 15.29% |
$743K - $798K
|
82.2K
$5.81M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 13.35% |
$763K - $820K
|
98.9K
$6.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-15.3K- 18.01% |
$766K - $823K
|
69.7K
$4.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.8K- 5.43% |
$791K - $849K
|
275K
$19.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-16K- 2.74% |
$799K - $858K
|
566K
$40M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-16.1K- 6.16% |
$804K - $864K
|
245K
$17.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-16.7K- 9.05% |
$837K - $899K
|
168K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16.7K- 4.5% |
$838K - $900K
|
355K
$25.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.8K- 2.73% |
$841K - $903K
|
599K
$42.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.9K- 0.66% |
$846K - $909K
|
2.56M
$181M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.4K- 4.88% |
$871K - $935K
|
339K
$23.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-17.7K- 25.9% |
$886K - $952K
|
50.6K
$3.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-18.2K- 15.61% |
$910K - $978K
|
98.2K
$6.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.5K- 1.44% |
$927K - $996K
|
1.27M
$89.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.8K- 26.05% |
$940K - $1.01M
|
53.3K
$3.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-19.6K- 54.34% |
$981K - $1.05M
|
16.5K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-20.7K- 7.74% |
$1.04M - $1.11M
|
247K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.8K- 4.8% |
$1.04M - $1.12M
|
412K
$29.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-20.9K- 1.83% |
$1.05M - $1.13M
|
1.12M
$79.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 29.48% |
$1.27M - $1.36M
|
60.6K
$4.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-26.1K- 3.41% |
$1.31M - $1.41M
|
739K
$52.2M
|