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 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.7K- 1.32% |
$1.44M - $1.54M
|
2.14M
$150M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-34.1K- 2.25% |
$1.71M - $1.83M
|
1.48M
$103M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-35.5K- 5.5% |
$1.78M - $1.91M
|
610K
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.3K- 4.43% |
$1.82M - $1.95M
|
783K
$54.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-41.9K- 69.88% |
$2.1M - $2.26M
|
18.1K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-42.6K- 8.02% |
$2.14M - $2.29M
|
489K
$34.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43K- 1.79% |
$2.16M - $2.32M
|
2.36M
$166M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-44K- 4.9% |
$2.2M - $2.37M
|
855K
$59.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.2K- 5.21% |
$2.21M - $2.38M
|
803K
$56.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-49.9K- 40.62% |
$2.5M - $2.68M
|
72.9K
$5.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-52.2K- 1.03% |
$2.62M - $2.81M
|
5.02M
$352M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-54.4K- 63.07% |
$2.73M - $2.93M
|
31.9K
$2.23M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-55.6K- 57.72% |
$2.79M - $2.99M
|
40.7K
$2.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-55.9K- 36.6% |
$2.8M - $3.01M
|
96.9K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-57K- 3.7% |
$2.86M - $3.07M
|
1.49M
$104M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-59K- 59.07% |
$2.95M - $3.17M
|
40.9K
$2.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-59K- 59.07% |
$2.95M - $3.17M
|
40.9K
$2.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.3K- 6.38% |
$2.97M - $3.19M
|
871K
$61M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-65.4K- 10.54% |
$3.28M - $3.52M
|
555K
$38.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-69.8K- 16.34% |
$3.5M - $3.76M
|
357K
$25M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-70K- 10.73% |
$3.51M - $3.77M
|
583K
$40.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-72.3K- 33.98% |
$3.62M - $3.89M
|
141K
$9.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-90.8K- 7.95% |
$4.55M - $4.89M
|
1.05M
$73.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-98K- 52.46% |
$4.91M - $5.28M
|
88.8K
$6.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-102K- 27.55% |
$5.13M - $5.51M
|
269K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-112K- 96.42% |
$5.63M - $6.05M
|
4.18K
$293K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-115K- 22.5% |
$5.76M - $6.19M
|
396K
$27.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-148K- 12.09% |
$7.43M - $7.98M
|
1.08M
$75.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-158K- 80.66% |
$7.91M - $8.5M
|
37.9K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-208K- 97.77% |
$10.4M - $11.2M
|
4.73K
$332K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-212K- 4.81% |
$10.6M - $11.4M
|
4.19M
$293M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-214K- 45.57% |
$10.7M - $11.5M
|
256K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-287K- 29.29% |
$14.4M - $15.5M
|
693K
$48.6M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-299K- 53.01% |
$15M - $16.1M
|
265K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-354K- 57.82% |
$17.7M - $19.1M
|
258K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-378K- 55.53% |
$18.9M - $20.3M
|
303K
$21.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-465K- 99.01% |
$23.3M - $25M
|
4.66K
$326K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-496K- 39.59% |
$24.8M - $26.7M
|
756K
$53M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-566K- 20.97% |
$28.4M - $30.5M
|
2.13M
$149M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-760K- 49.24% |
$38M - $40.9M
|
783K
$54.9M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.81M- 92.19% |
$90.8M - $97.5M
|
154K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.89M- 27.39% |
$145M - $156M
|
7.67M
$537M
|