Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7+ 0.02% |
$426 - $473
|
42.2K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7+ 0.06% |
$426 - $473
|
11.9K
$833K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$365 - $405
|
3.89K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.03% |
$304 - $338
|
19.6K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.17% |
$243 - $270
|
2.35K
$165K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4+ 0.01% |
$243 - $270
|
41K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$243 - $270
|
3.78K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$183 - $203
|
931
$65.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.01% |
$122 - $135
|
16.8K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.3% |
$122 - $135
|
672
$47.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$60.8 - $67.5
|
1
$70.1
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$60.8 - $67.5
|
12K
$841K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$60.8 - $67.5
|
1.81K
$127K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$60.8 - $67.5
|
4.88K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$60.8 - $67.5
|
705
$49.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 35.0% |
$426 - $473
|
13
$911
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-10- 0.08% |
$608 - $675
|
12.7K
$887K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-12- 2.32% |
$730 - $810
|
505
$35.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13- 11.71% |
$791 - $878
|
98
$6.86K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-15- 0.02% |
$913 - $1.01K
|
61.9K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-16- 0.15% |
$973 - $1.08K
|
10.5K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20- 0.45% |
$1.22K - $1.35K
|
4.39K
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-23- 0.28% |
$1.4K - $1.55K
|
8.13K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-24- 60.0% |
$1.46K - $1.62K
|
16
$1.12K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-25- 0.02% |
$1.52K - $1.69K
|
153K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-26- 0.1% |
$1.58K - $1.76K
|
27K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-29- 0.69% |
$1.76K - $1.96K
|
4.16K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-30- 0.4% |
$1.83K - $2.03K
|
7.5K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-30- 27.27% |
$1.83K - $2.03K
|
80
$5.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-30- 0.13% |
$1.83K - $2.03K
|
23.7K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-31- 0.37% |
$1.89K - $2.09K
|
8.38K
$587K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35- 0.06% |
$2.13K - $2.36K
|
56.5K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-35- 0.55% |
$2.13K - $2.36K
|
6.38K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-40- 0.06% |
$2.43K - $2.7K
|
68.2K
$4.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-40- 0.08% |
$2.43K - $2.7K
|
47.6K
$3.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-40- 0.46% |
$2.43K - $2.7K
|
8.74K
$612K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-56- 0.44% |
$3.41K - $3.78K
|
12.5K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-58- 0.07% |
$3.53K - $3.92K
|
82K
$5.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-62- 0.09% |
$3.77K - $4.19K
|
70.3K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-75- 0.1% |
$4.56K - $5.06K
|
73.4K
$5.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-79- 0.5% |
$4.81K - $5.33K
|
15.6K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-82- 0.04% |
$4.99K - $5.54K
|
232K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-88- 1.55% |
$5.35K - $5.94K
|
5.58K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-93- 1.21% |
$5.66K - $6.28K
|
7.62K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-100- 0.54% |
$6.08K - $6.75K
|
18.3K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-105- 70.0% |
$6.39K - $7.09K
|
45
$3.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-116- 0.06% |
$7.06K - $7.83K
|
188K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-126- 0.54% |
$7.67K - $8.51K
|
23.3K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-133- 1.97% |
$8.09K - $8.98K
|
6.62K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-139- 3.38% |
$8.46K - $9.38K
|
3.97K
$278K
|