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 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-764- 13.1% |
$46.5K - $51.6K
|
5.07K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-781- 11.29% |
$47.5K - $52.7K
|
6.13K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-789- 1.71% |
$48K - $53.3K
|
45.3K
$2.96M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-801- 0.09% |
$48.7K - $54.1K
|
883K
$57.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-867- 3.57% |
$52.7K - $58.5K
|
23.4K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-876- 0.56% |
$53.3K - $59.1K
|
156K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-884- 34.56% |
$53.8K - $59.7K
|
1.67K
$109K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-887- 17.83% |
$54K - $59.9K
|
4.09K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-912- 2.8% |
$55.5K - $61.6K
|
31.7K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-953- 0.3% |
$58K - $64.3K
|
321K
$21M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-961- 4.55% |
$58.5K - $64.9K
|
20.2K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-976- 3.08% |
$59.4K - $65.9K
|
30.8K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1K- 2.04% |
$61K - $67.6K
|
48.2K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.01K- 1.7% |
$61.3K - $68K
|
58.1K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.02K- 2.04% |
$61.8K - $68.5K
|
48.7K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.03K- 6.36% |
$62.5K - $69.4K
|
15.1K
$989K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.03K- 22.03% |
$62.7K - $69.6K
|
3.65K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.06K- 8.25% |
$64.6K - $71.7K
|
11.8K
$772K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.08K- 0.63% |
$65.7K - $72.9K
|
171K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.1K- 15.95% |
$66.8K - $74.1K
|
5.79K
$378K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.13K- 6.06% |
$68.9K - $76.4K
|
17.6K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.14K- 7.42% |
$69.4K - $77K
|
14.2K
$931K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.14K- 8.26% |
$69.5K - $77.1K
|
12.7K
$829K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 5.68% |
$71.7K - $79.5K
|
19.6K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.18K- 0.59% |
$71.8K - $79.7K
|
200K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.18K- 1.76% |
$71.9K - $79.7K
|
66.1K
$4.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.2K- 59.92% |
$72.9K - $80.9K
|
802
$52.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.23K- 24.66% |
$74.5K - $82.7K
|
3.74K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.24K- 21.87% |
$75.4K - $83.7K
|
4.43K
$290K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.24K- 10.46% |
$75.7K - $84K
|
10.6K
$696K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.25K- 4.19% |
$75.9K - $84.3K
|
28.5K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.25K- 3.58% |
$76K - $84.3K
|
33.6K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.26K- 18.44% |
$76.9K - $85.3K
|
5.59K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.27K- 78.02% |
$77.1K - $85.5K
|
357
$23.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27K- 13.53% |
$77.4K - $85.9K
|
8.13K
$531K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.28K- 0.61% |
$77.8K - $86.3K
|
207K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 5.35% |
$78.5K - $87.1K
|
22.8K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.3K- 2.59% |
$79.3K - $88K
|
49.1K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.35K- 0.94% |
$82.4K - $91.4K
|
143K
$9.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.36K- 20.25% |
$82.6K - $91.7K
|
5.35K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.37K- 2.53% |
$83.3K - $92.4K
|
52.8K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 55.01% |
$83.8K - $93K
|
1.13K
$73.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.38K- 9.19% |
$84.2K - $93.4K
|
13.7K
$894K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 10.03% |
$86.7K - $96.2K
|
12.8K
$836K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.47K- 4.69% |
$89.1K - $98.9K
|
29.8K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.49K- 1.69% |
$90.7K - $101K
|
86.6K
$5.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 0.21% |
$92.1K - $102K
|
719K
$47M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.56K- 10.09% |
$94.8K - $105K
|
13.9K
$908K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.59K- 7.13% |
$96.6K - $107K
|
20.7K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.59K- 8.11% |
$96.7K - $107K
|
18K
$1.18M
|