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
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-483- 0.94% |
$29.4K - $32.6K
|
50.7K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-513- 9.83% |
$31.2K - $34.6K
|
4.71K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-521- 1.0% |
$31.7K - $35.2K
|
51.6K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-538- 1.22% |
$32.7K - $36.3K
|
43.6K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-540- 0.46% |
$32.9K - $36.5K
|
118K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-553- 2.03% |
$33.6K - $37.3K
|
26.8K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-554- 1.4% |
$33.7K - $37.4K
|
39.1K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-555- 2.7% |
$33.8K - $37.5K
|
20K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-590- 93.21% |
$35.9K - $39.8K
|
43
$3.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-590- 2.13% |
$35.9K - $39.8K
|
27.1K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-593- 6.87% |
$36.1K - $40K
|
8.04K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-595- 7.59% |
$36.2K - $40.2K
|
7.24K
$512K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-600- 6.24% |
$36.5K - $40.5K
|
9.02K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-631- 23.76% |
$38.4K - $42.6K
|
2.03K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-636- 4.97% |
$38.7K - $42.9K
|
12.1K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-636- 2.23% |
$38.7K - $42.9K
|
27.9K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-649- 13.65% |
$39.5K - $43.8K
|
4.1K
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-649- 4.33% |
$39.5K - $43.8K
|
14.3K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-653- 2.11% |
$39.7K - $44.1K
|
30.3K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-664- 1.04% |
$40.4K - $44.8K
|
63K
$4.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-666- 1.55% |
$40.5K - $45K
|
42.3K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-670- 1.64% |
$40.8K - $45.2K
|
40.3K
$2.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-671- 16.15% |
$40.8K - $45.3K
|
3.49K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-684- 0.69% |
$41.6K - $46.2K
|
98.3K
$6.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-685- 2.36% |
$41.7K - $46.2K
|
28.4K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-690- 4.92% |
$42K - $46.6K
|
13.3K
$943K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-712- 8.73% |
$43.3K - $48.1K
|
7.44K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-723- 0.81% |
$44K - $48.8K
|
88.6K
$6.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-727- 0.58% |
$44.2K - $49.1K
|
125K
$8.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-728- 2.19% |
$44.3K - $49.1K
|
32.6K
$2.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-730- 7.04% |
$44.4K - $49.3K
|
9.64K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-734- 7.94% |
$44.7K - $49.6K
|
8.51K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-742- 87.29% |
$45.1K - $50.1K
|
108
$7.63K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-758- 8.41% |
$46.1K - $51.2K
|
8.26K
$583K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-759- 0.47% |
$46.2K - $51.2K
|
161K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-762- 4.17% |
$46.4K - $51.4K
|
17.5K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-764- 13.1% |
$46.5K - $51.6K
|
5.07K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-781- 11.29% |
$47.5K - $52.7K
|
6.13K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-789- 1.71% |
$48K - $53.3K
|
45.3K
$3.2M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-801- 0.09% |
$48.7K - $54.1K
|
883K
$62.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-867- 3.57% |
$52.7K - $58.5K
|
23.4K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-876- 0.56% |
$53.3K - $59.1K
|
156K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-884- 34.56% |
$53.8K - $59.7K
|
1.67K
$118K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-887- 17.83% |
$54K - $59.9K
|
4.09K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-912- 2.8% |
$55.5K - $61.6K
|
31.7K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-953- 0.3% |
$58K - $64.3K
|
321K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-961- 4.55% |
$58.5K - $64.9K
|
20.2K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-976- 3.08% |
$59.4K - $65.9K
|
30.8K
$2.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1K- 2.04% |
$61K - $67.6K
|
48.2K
$3.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.01K- 1.7% |
$61.3K - $68K
|
58.1K
$4.11M
|